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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
426
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$10M +$1.38M 1 0.08% Increased
427
AC
Andromeda Capital
New York
$9.93M +$5.22M 2 0.59% Increased
428
Sentry Investments
Sentry Investments
Ontario, Canada
$9.83M -$4.33M 1 0.12% Reduced
429
ZA
Zweig Advisers
Connecticut
$9.71M +$2.81M 1 1.4% Increased
430
WAM
Winslow Asset Management
Ohio
$9.7M +$52.4K 1 1.72% Increased
431
Janus Henderson Group
Janus Henderson Group
$9.68M +$117K 6 0.09% Increased
432
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$9.6M +$1.95M 1 1.38% Increased
433
TAL
TIG Advisors LLC
New York
$9.51M -$13.1M 1 0.37% Reduced
434
HCMT
Highland Capital Management (Tennessee)
Tennessee
$9.33M -$14.1K 2 1.83% Reduced
435
TI
Turner Investments
Pennsylvania
$9.17M -$24.7M 4 0.55% Reduced
436
DILH
Dai-ichi Life Holdings
Japan
$9.16M -$76.9K 5 0.27% Reduced
437
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$9.01M $0 5 0.34% Maintained
438
Sit Investment Associates
Sit Investment Associates
Minnesota
$8.98M -$253K 2 0.16% Reduced
439
MCM
Mazama Capital Management
Oregon
$8.93M +$2.99M 3 2.27% Increased
440
AIC
Argus Investors Counsel
New York
$8.58M +$60.4K 2 3.59% Increased
441
RSCM
Rail-Splitter Capital Management
Illinois
$8.56M -$131K 1 2.81% Reduced
442
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$8.55M -$9.29K 1 0.07% Reduced
443
QCMC
Quantum Capital Management (California)
California
$8.55M +$2.02M 1 1.68% Increased
444
BACM
Blue Arrow Capital Management
New York
$8.54M -$25.6M 1 0.93% Reduced
445
PL
Parthenon LLC
Kentucky
$8.51M -$9.91K 3 2.46% Reduced
446
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$8.51M -$173K 5 0.35% Reduced
447
Artemis Investment Management
Artemis Investment Management
United Kingdom
$8.43M +$8.44M 2 0.42% New
448
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$8.42M -$81.2K 9 0.4% Reduced
449
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$8.41M -$11.8M 6 0.3% Reduced
450
BA
Boston Advisors
Massachusetts
$8.4M +$3M 3 0.36% Increased