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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
551
Soros Fund Management
Soros Fund Management
New York
$4.96M +$3.84M 2 0.09% Increased
552
Junto Capital Management
Junto Capital Management
New York
$4.96M +$4.81M 1 0.44% New
553
AAC
Asset Advisors Corp
Georgia
$4.96M -$51.5K 1 0.89% Reduced
554
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$4.96M +$436K 3 0.06% Increased
555
MCIM
Meadow Creek Investment Management
Georgia
$4.95M +$1.11M 7 0.12% Increased
556
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.92M -$9.67K 7 0.08% Reduced
557
GLRA
Gerald L. Ray & Associates
Texas
$4.9M $0 2 0.63% Maintained
558
LSA
L & S Advisors
California
$4.88M +$4.62M 2 0.86% New
559
ACP
Ashfield Capital Partners
California
$4.85M -$528K 2 0.66% Reduced
560
CA
Cullinan Associates
Kentucky
$4.85M +$123K 1 0.38% Increased
561
AMI
Amica Mutual Insurance
Rhode Island
$4.83M +$1.08M 5 0.44% Increased
562
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$4.75M +$13.1K 9 0.23% Increased
563
DTL
Dynamic Technology Lab
Singapore
$4.69M -$137K 5 0.89% Reduced
564
Squarepoint
Squarepoint
New York
$4.67M -$13.5M 7 0.09% Reduced
565
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.65M -$532K 4 0.06% Reduced
566
AIS
AlphaOne Investment Services
Pennsylvania
$4.62M +$547K 1 1.24% Increased
567
CRCM
Crystal Rock Capital Management
Illinois
$4.61M $0 1 2.98% Maintained
568
Bowie Capital Management
Bowie Capital Management
Texas
$4.59M -$932K 2 1.23% Reduced
569
HT
HAP Trading
New York
$4.59M -$5.78M 3 0.25% Reduced
570
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$4.58M +$530K 2 0.6% Increased
571
SL
SIB LLC
New York
$4.55M $0 1 3.52% Maintained
572
AIM
Assured Investment Management
New York
$4.52M +$4.32M 1 0.09% Increased
573
CMBA
C.M. Bidwell & Associates
Hawaii
$4.51M +$4.31M 1 0.96% New
574
Synovus Financial
Synovus Financial
Georgia
$4.44M -$253K 3 0.09% Reduced
575
Confluence Investment Management
Confluence Investment Management
Missouri
$4.42M +$4.04M 1 0.09% New