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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
101
HCM
Herndon Capital Management
Georgia
$140M -$12.8M 2 1.77% Reduced
102
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$140M +$11.2M 7 0.42% Increased
103
Discovery Capital Management
Discovery Capital Management
Connecticut
$139M +$50.6M 1 1.03% Increased
104
1832 Asset Management
1832 Asset Management
Ontario, Canada
$138M -$88.3M 4 0.53% Reduced
105
Harris Associates
Harris Associates
Illinois
$137M -$3.74M 1 0.25% Reduced
106
DSM Capital Partners
DSM Capital Partners
Florida
$137M -$3.27M 1 2.75% Reduced
107
BRC
Blue Ridge Capital
New York
$136M -$19.6M 1 1.4% Reduced
108
Fred Alger Management
Fred Alger Management
New York
$134M -$113M 3 0.68% Reduced
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$132M -$2.69M 9 0.4% Reduced
110
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$132M +$2.07M 11 0.39% Increased
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130M +$1.04M 11 0.2% Increased
112
BAMCO Inc
BAMCO Inc
New York
$128M +$6.12M 2 0.53% Increased
113
UBS
UBS
Switzerland
$127M -$51.1M 12 0.12% Reduced
114
Winton Capital Management
Winton Capital Management
United Kingdom
$127M +$10.2M 5 1.14% Increased
115
ClearBridge Investments
ClearBridge Investments
New York
$127M +$2.62M 6 0.16% Increased
116
Principal Financial Group
Principal Financial Group
Iowa
$126M +$13.8M 9 0.24% Increased
117
Guggenheim Capital
Guggenheim Capital
Illinois
$124M +$44.5M 9 0.38% Increased
118
River Road Asset Management
River Road Asset Management
Kentucky
$122M +$7.03M 1 1.32% Increased
119
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$119M +$2.12M 3 1.28% Increased
120
TI
Turner Investments
Pennsylvania
$116M -$47.9M 6 2.07% Reduced
121
SEI Trust Company
SEI Trust Company
Pennsylvania
$113M -$23.3M 10 1.08% Reduced
122
Credit Agricole
Credit Agricole
France
$112M -$4.65M 6 0.46% Reduced
123
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$111M -$55.7M 3 1.14% Reduced
124
UBS O'Connor
UBS O'Connor
Illinois
$107M +$23.3M 3 1.96% Increased
125
Aristotle Capital Management
Aristotle Capital Management
California
$107M +$18M 1 1.7% Increased
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5
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