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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
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$9.71M -$4.93M 2 0.18% Reduced
427
Sentry Investments
Sentry Investments
Ontario, Canada
$9.69M -$5.9M 1 0.11% Reduced
428
NIP
Nicholas Investment Partners
California
$9.68M +$1.71M 2 0.62% Increased
429
PP
Paloma Partners
Connecticut
$9.66M +$5.61M 5 0.19% Increased
430
AH
Achievement Holdings
Illinois
$9.66M -$3.55M 2 0.43% Reduced
431
Kennedy Capital Management
Kennedy Capital Management
Missouri
$9.64M +$1.39M 1 0.17% Increased
432
PIM
Profit Investment Management
Maryland
$9.64M -$18.9M 1 1.11% Reduced
433
Macquarie Group
Macquarie Group
Australia
$9.6M -$2.38M 6 0.02% Reduced
434
Regions Financial Corp
Regions Financial Corp
Alabama
$9.59M -$878K 6 0.13% Reduced
435
HCM
Horan Capital Management
Maryland
$9.55M -$3.14K 1 2.69% Reduced
436
GMI
Greystone Managed Investments
Saskatchewan, Canada
$9.53M -$5.55M 1 0.25% Reduced
437
Tocqueville Asset Management
Tocqueville Asset Management
New York
$9.46M +$6.77M 1 0.11% Increased
438
IP
Interval Partners
New York
$9.4M +$1.05M 1 1.01% Increased
439
AIC
Argus Investors Counsel
New York
$9.37M +$574K 2 3.86% Increased
440
MPAM
Monarch Partners Asset Management
Massachusetts
$9.37M -$1.75M 2 1.27% Reduced
441
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.28M -$350K 1 0.3% Reduced
442
ARGA Investment Management
ARGA Investment Management
Connecticut
$9.24M +$3.18M 2 2.49% Increased
443
River Road Asset Management
River Road Asset Management
Kentucky
$9.12M +$12.2M 1 0.13% New
444
FSA
Franklin Street Advisors
North Carolina
$9.07M -$1.2M 2 1.63% Reduced
445
SAM
Shell Asset Management
Netherlands
$9.05M -$1.4M 6 0.18% Reduced
446
AF
Ally Financial
Michigan
$8.9M -$1.13M 3 0.9% Reduced
447
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$8.79M -$3.93M 8 0.43% Reduced
448
JAFL
Jay A. Fishman Ltd
Michigan
$8.75M +$260K 1 1.82% Increased
449
PL
Parthenon LLC
Kentucky
$8.73M -$1.19K 3 2.3% Reduced
450
ASA
Armstrong Shaw Associates
Connecticut
$8.67M +$5.7M 1 1.88% Increased