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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
476
FBP
Flippin Bruce & Porter
Virginia
$6.14M +$398K 1 1.49% Increased
477
OAM
Oxford Asset Management
United Kingdom
$6.14M -$3.34M 1 0.22% Reduced
478
QIM
Quest Investment Management
Oregon
$6.14M +$865K 1 0.78% Increased
479
ACC
Accident Compensation Corp
New Zealand
$6.08M +$1.19M 1 1.6% Increased
480
CIC
Cornercap Investment Counsel
Georgia
$6.02M +$93.7K 2 1.04% Increased
481
Tredje AP-fonden
Tredje AP-fonden
Sweden
$6.02M +$1.45M 5 0.25% Increased
482
Bessemer Group
Bessemer Group
New Jersey
$6.01M -$551K 8 0.03% Reduced
483
Armistice Capital
Armistice Capital
New York
$5.84M +$5.44M 1 1.38% New
484
HHC
Hutchin Hill Capital
New York
$5.83M -$5.91M 2 0.2% Reduced
485
SCM
Segantii Capital Management
Hong Kong
$5.83M +$3.85M 1 1.6% Increased
486
ESCM
Echo Street Capital Management
New York
$5.77M +$6.13M 1 0.23% New
487
Wolverine Trading
Wolverine Trading
Illinois
$5.74M +$1.81M 6 0.03% Increased
488
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$5.74M +$5.99M 1 0.11% New
489
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$5.74M -$4.87M 9 0.46% Reduced
490
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$5.74M -$10.5M 1 0.18% Reduced
491
JIC
Joel Isaacson & Co
New York
$5.73M -$75K 2 1.15% Reduced
492
AAC
Asset Advisors Corp
Georgia
$5.71M +$54.8K 1 1.14% Increased
493
QAM
Quantres Asset Management
Cayman Islands
$5.7M +$2.88M 3 3.96% Increased
494
Wasatch Advisors
Wasatch Advisors
Utah
$5.69M -$7.29M 1 0.09% Reduced
495
ICM
Intrepid Capital Management
Florida
$5.66M +$84.5K 1 2.49% Increased
496
DnB Asset Management
DnB Asset Management
Norway
$5.6M +$979K 5 0.1% Increased
497
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$5.59M +$1.8M 5 0.11% Increased
498
Veritable
Veritable
Delaware
$5.59M -$681K 4 0.14% Reduced
499
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$5.55M -$1.12M 1 0.46% Reduced
500
FBA
Front Barnett Associates
Illinois
$5.54M $0 1 1.07% Maintained