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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
451
EULAV Asset Management
EULAV Asset Management
Florida
$9.24M +$2.67M 4 0.5% Increased
452
MPAM
Monarch Partners Asset Management
Massachusetts
$9.13M +$3.19M 2 2.39% Increased
453
SCM
SKBA Capital Management
California
$9.09M -$1.21M 1 0.81% Reduced
454
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$9.07M $0 5 0.37% Maintained
455
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$9.01M +$969K 1 0.07% Increased
456
ZA
Zweig Advisers
Connecticut
$8.95M -$13M 1 1.25% Reduced
457
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$8.93M -$3.08M 1 0.07% Reduced
458
AF
Ally Financial
Michigan
$8.91M -$2.01M 2 1.05% Reduced
459
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$8.85M -$4.62M 3 0.16% Reduced
460
FOAM
Five Oceans Asset Management
Australia
$8.85M -$2.36M 2 2.02% Reduced
461
TC
Tyvor Capital
Illinois
$8.84M -$12.2M 2 9.15% Reduced
462
RS Investment Management
RS Investment Management
California
$8.82M +$6.07M 2 0.07% Increased
463
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$8.8M -$85.6K 9 0.41% Reduced
464
BIM
Bridgecreek Investment Management
Oklahoma
$8.75M +$316K 1 2.32% Increased
465
Global X Management Company
Global X Management Company
New York
$8.74M +$8.39M 1 0.5% New
466
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$8.73M +$1M 5 0.07% Increased
467
PL
Parthenon LLC
Kentucky
$8.68M -$476K 3 2.57% Reduced
468
Granahan Investment Management
Granahan Investment Management
Massachusetts
$8.53M $0 1 0.25% Maintained
469
Mutual of America Capital Management
Mutual of America Capital Management
New York
$8.45M -$279K 5 0.2% Reduced
470
RSCM
Rail-Splitter Capital Management
Illinois
$8.44M +$64.3K 1 2.85% Increased
471
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$8.41M +$996K 3 1.37% Increased
472
AIC
Argus Investors Counsel
New York
$8.25M +$3.67M 2 3.45% Increased
473
Walleye Trading
Walleye Trading
New York
$8.12M +$4.44M 3 0.11% Increased
474
H
Hexavest
Quebec, Canada
$8.08M +$176K 1 0.12% Increased
475
Oberweis Asset Management
Oberweis Asset Management
Illinois
$7.86M -$2.87M 1 1.94% Reduced