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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
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$11.2M +$2.79M 3 0.58% Increased
402
TCM
Twin Capital Management
Pennsylvania
$11.2M +$4.06M 4 0.59% Increased
403
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$11.1M -$1.97M 5 0.23% Reduced
404
Horizon Kinetics
Horizon Kinetics
New York
$11.1M -$2.62M 5 0.33% Reduced
405
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$11M -$20.6M 1 0.06% Reduced
406
Kennedy Capital Management
Kennedy Capital Management
Missouri
$11M -$47.7K 1 0.2% Reduced
407
OAM
Oxford Asset Management
United Kingdom
$11M +$577K 5 0.21% Increased
408
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$10.9M +$9.97M 2 0.82% New
409
OCM
Olstein Capital Management
New York
$10.9M -$238K 2 1.41% Reduced
410
RI
Redwood Investments
Massachusetts
$10.7M -$4.28M 1 1.22% Reduced
411
HighTower Advisors
HighTower Advisors
Illinois
$10.7M -$1.55M 5 0.09% Reduced
412
NA
Navellier & Associates
Nevada
$10.5M +$9.02M 1 2.05% Increased
413
Armistice Capital
Armistice Capital
New York
$10.5M +$11.5M 1 1.23% New
414
MSA
Mason Street Advisors
Wisconsin
$10.3M +$99.3K 10 0.25% Increased
415
WI
Wafra Inc
New York
$10.3M +$2.69M 1 0.5% Increased
416
Twin Tree Management
Twin Tree Management
Texas
$10.2M +$7.99M 5 0.08% Increased
417
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$10.1M -$259K 2 1.51% Reduced
418
ARTA
A.R.T. Advisors
New York
$10M +$5.04M 6 0.51% Increased
419
WAM
Winslow Asset Management
Ohio
$10M -$113K 1 1.94% Reduced
420
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$9.95M +$1.49M 8 0.56% Increased
421
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.89M +$20.3K 2 0.06% Increased
422
JCP
Jabre Capital Partners
Switzerland
$9.88M -$7.14M 1 1.92% Reduced
423
Amalgamated Bank
Amalgamated Bank
New York
$9.73M +$40.6K 8 0.3% Increased
424
BST
Bath Savings Trust
Maine
$9.65M +$276K 2 2.58% Increased
425
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$9.62M +$4.52M 1 0.11% Increased