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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
401
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$12.7M +$628K 2 0.38% Increased
402
HIC
Harvey Investment Company
Kentucky
$12.6M +$19.7K 3 3.15% Increased
403
Silvercrest Asset Management
Silvercrest Asset Management
New York
$12.6M $0 2 0.19% Maintained
404
BA
Broadview Advisors
Wisconsin
$12.5M -$449K 1 1.21% Reduced
405
Moore Capital Management
Moore Capital Management
New York
$12.4M +$4.79M 3 0.3% Increased
406
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$12.4M +$705K 6 0.39% Increased
407
BIM
BRC Investment Management
Colorado
$12.3M +$469K 1 1.77% Increased
408
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$12.2M -$784K 1 0.25% Reduced
409
CCMH
Cornerstone Capital Management Holdings
New York
$12.1M -$2.03M 5 0.13% Reduced
410
OI
Oakbrook Investments
Illinois
$12.1M +$18.1K 4 0.37% Increased
411
ZDA
Zweig-DiMenna Associates
New York
$12M -$14M 2 0.55% Reduced
412
NAP
New Amsterdam Partners
New York
$12M +$3.34M 1 0.78% Increased
413
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$11.8M +$11.4M 1 2.82% New
414
PP
PDT Partners
New York
$11.7M -$19.4M 6 0.31% Reduced
415
Sit Investment Associates
Sit Investment Associates
Minnesota
$11.4M -$293K 2 0.19% Reduced
416
SIA
SeaBridge Investment Advisors
New Jersey
$11.2M +$275K 2 2.28% Increased
417
ESBC
E.S. Barr & Co
Kentucky
$11.2M -$36.7K 1 1.36% Reduced
418
AL
Airain Ltd
Guernsey
$11.1M +$8.94M 4 0.91% Increased
419
UMA
USA Mutuals Advisors
Texas
$10.9M +$1.91M 1 4.19% Increased
420
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$10.8M -$1.04M 4 0.19% Reduced
421
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$10.8M +$825K 2 1.69% Increased
422
Jane Street
Jane Street
New York
$10.8M -$1.75M 4 0.14% Reduced
423
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.8M +$2.08M 1 0.01% Increased
424
HighTower Advisors
HighTower Advisors
Illinois
$10.7M -$35.7K 5 0.19% Reduced
425
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$10.5M +$10.7M 6 0.63% New