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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
BOK Financial
BOK Financial
Oklahoma
$10.5M +$1.93M 4 0.35% Increased
402
Ariel Investments
Ariel Investments
Illinois
$10.4M +$1.37M 2 0.13% Increased
403
ACM
Aquamarine Capital Management
New York
$10.4M $0 1 8.28% Maintained
404
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.4M -$6.47M 10 0.04% Reduced
405
PDN
Pensionfund DSM Netherlands
Netherlands
$10.3M +$621K 3 1.38% Increased
406
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$10.2M -$132K 5 0.09% Reduced
407
Andra AP-fonden
Andra AP-fonden
Sweden
$10.2M -$5.68M 5 0.27% Reduced
408
Polar Capital
Polar Capital
United Kingdom
$10.2M -$445K 1 0.18% Reduced
409
BCM
Billings Capital Management
Virginia
$10.1M +$11.5M 1 7.55% New
410
Oppenheimer & Co
Oppenheimer & Co
New York
$10.1M +$209K 6 0.29% Increased
411
RCM
Riverhead Capital Management
Delaware
$10M -$4.28M 8 0.65% Reduced
412
AGM
Alpine Global Management
New York
$10M +$11.1M 2 2.88% New
413
HHMI
Howard Hughes Medical Institute
Maryland
$9.98M +$5.12M 2 2.57% Increased
414
QS Investors
QS Investors
New York
$9.97M +$55.8K 10 0.08% Increased
415
DA
Denali Advisors
California
$9.92M +$9.29M 2 1.51% Increased
416
Engineers Gate Manager
Engineers Gate Manager
New York
$9.87M -$5.87M 6 1.03% Reduced
417
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$9.83M $0 1 1.19% Maintained
418
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$9.82M +$7.87M 3 0.25% Increased
419
OCM
Olstein Capital Management
New York
$9.8M +$1.27M 2 1.29% Increased
420
Wolverine Asset Management
Wolverine Asset Management
Illinois
$9.71M +$10M 5 0.15% Increased
421
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$9.67M +$8.95M 1 0.25% New
422
GP
GLG Partners
United Kingdom
$9.65M -$25.5M 5 0.3% Reduced
423
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$9.64M -$762K 6 0.24% Reduced
424
Artemis Investment Management
Artemis Investment Management
United Kingdom
$9.64M -$2.63M 2 0.27% Reduced
425
Curi RMB Capital
Curi RMB Capital
Illinois
$9.63M +$2.45M 3 0.52% Increased
15 16
17
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