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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
576
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$7.27M +$172K 3 0.05% Increased
577
SC
Shay Capital
New York
$7.16M +$1.93M 2 0.46% Increased
578
ICM
Invenomic Capital Management
Massachusetts
$7.11M -$7.35M 1 0.42% Reduced
579
CWA Asset Management Group
CWA Asset Management Group
Florida
$7.09M +$1.4M 1 0.22% Increased
580
CL
CRCM LP
California
$7.02M +$2.14M 1 4.62% Increased
581
PC
Permit Capital
Pennsylvania
$6.98M $0 1 1.95% Maintained
582
Group One Trading
Group One Trading
Illinois
$6.95M -$8.62M 9 0.01% Reduced
583
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.94M -$161K 8 0.1% Reduced
584
JIC
Joel Isaacson & Co
New York
$6.94M +$185K 2 0.2% Increased
585
PJWM
Philip James Wealth Mangement
Georgia
$6.91M +$2.23M 1 0.78% Increased
586
KeyBank National Association
KeyBank National Association
Ohio
$6.89M +$611K 7 0.02% Increased
587
TFA
Transamerica Financial Advisors
Florida
$6.77M -$354K 10 0.57% Reduced
588
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$6.76M +$6.28M 2 0.13% New
589
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$6.68M +$5.68M 3 0.1% Increased
590
Citizens Financial Group
Citizens Financial Group
Rhode Island
$6.66M +$445K 5 0.08% Increased
591
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$6.64M -$7.92M 2 0.04% Reduced
592
Quantbot Technologies
Quantbot Technologies
New York
$6.64M -$7.19M 9 0.26% Reduced
593
Oppenheimer & Co
Oppenheimer & Co
New York
$6.58M -$106K 6 0.07% Reduced
594
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$6.56M -$13.1K 1 0.07% Reduced
595
HJIM
Henry James International Management
New York
$6.54M +$1.04K 1 1.96% Increased
596
UniSuper Management
UniSuper Management
Australia
$6.53M -$2.28M 4 0.03% Reduced
597
OP Asset Management
OP Asset Management
$6.47M -$2.16M 3 0.07% Reduced
598
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$6.45M +$1.6M 1 0.23% Increased
599
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$6.43M -$191K 3 0.2% Reduced
600
GHC
Great Hill Capital
New York
$6.43M +$3.85M 2 0.15% Increased