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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$9.84M -$2M 7 0.24% Reduced
402
Lazard Asset Management
Lazard Asset Management
New York
$9.7M +$1.25M 2 0.02% Increased
403
MSA
Mason Street Advisors
Wisconsin
$9.68M +$31.6K 10 0.24% Increased
404
Tredje AP-fonden
Tredje AP-fonden
Sweden
$9.65M +$1.86M 4 0.36% Increased
405
SG
Swarthmore Group
Pennsylvania
$9.59M -$2.93M 1 2.21% Reduced
406
DCM
Decatur Capital Management
Georgia
$9.56M +$9.14M 1 2.01% New
407
LA
LFL Advisers
Illinois
$9.49M +$1.32M 1 8.9% Increased
408
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$9.38M +$96.2K 3 0.51% Increased
409
SC
Skylands Capital
Wisconsin
$9.37M +$2.08M 1 1.3% Increased
410
SAM
Shell Asset Management
Netherlands
$9.21M -$4.29K 8 0.2% Reduced
411
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$9.2M +$2.91M 2 1.32% Increased
412
FBP
Flippin Bruce & Porter
Virginia
$9.16M +$149K 1 2.06% Increased
413
Amalgamated Bank
Amalgamated Bank
New York
$9.03M +$3.31M 8 0.3% Increased
414
Chilton Capital Management
Chilton Capital Management
Texas
$9.03M -$721K 1 1% Reduced
415
WAM
Winslow Asset Management
Ohio
$9.01M +$22.3K 1 1.83% Increased
416
SGCIA
Smith Graham & Co Investment Advisors
Texas
$9M -$357K 2 0.98% Reduced
417
SIP
Stoneridge Investment Partners
Pennsylvania
$8.94M -$8.56M 3 1.33% Reduced
418
BRCA
Birch Run Capital Advisors
Texas
$8.85M $0 1 3.81% Maintained
419
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.77M $0 2 0.06% Maintained
420
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$8.75M +$110K 1 0.22% Increased
421
OAM
Oxford Asset Management
United Kingdom
$8.74M -$677K 2 0.17% Reduced
422
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$8.68M -$9.36M 4 0.34% Reduced
423
Primecap Management
Primecap Management
California
$8.64M $0 1 0.01% Maintained
424
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.59M -$3.51M 2 0.05% Reduced
425
Driehaus Capital Management
Driehaus Capital Management
Illinois
$8.46M +$7.94M 1 0.31% New