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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
151
D.E. Shaw & Co
D.E. Shaw & Co
New York
$60.8M -$120M 7 0.09% Reduced
152
Frontier Capital Management
Frontier Capital Management
Massachusetts
$60.6M +$717K 2 0.5% Increased
153
TD Asset Management
TD Asset Management
Ontario, Canada
$58.8M -$4.16M 5 0.12% Reduced
154
Westfield Capital Management
Westfield Capital Management
Massachusetts
$58.7M -$3.76M 1 0.4% Reduced
155
Markel Group
Markel Group
Virginia
$58.6M $0 3 1.59% Maintained
156
Saturna Capital
Saturna Capital
Washington
$57.4M +$1.08M 2 1.77% Increased
157
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$57.2M -$8.83M 5 0.24% Reduced
158
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$57M -$2.72M 9 0.41% Reduced
159
Federated Hermes
Federated Hermes
Pennsylvania
$55.7M +$14.8M 9 0.18% Increased
160
SC
Shellback Capital
Massachusetts
$55.3M +$25.6M 2 4.44% Increased
161
Capital International Investors
Capital International Investors
California
$54.6M $0 1 0.08% Maintained
162
Nuveen
Nuveen
North Carolina
$53.9M +$31.4M 8 0.28% Increased
163
NFA
Nationwide Fund Advisors
Ohio
$53.5M -$12.1M 11 0.23% Reduced
164
Apex Capital Management
Apex Capital Management
Ohio
$52M +$2.57M 2 1.16% Increased
165
HCM
Highline Capital Management
New York
$50.9M +$31.8M 1 2.41% Increased
166
Two Sigma Advisers
Two Sigma Advisers
New York
$50.5M -$95.8M 4 0.3% Reduced
167
BCPEM
Bain Capital Public Equity Management
Massachusetts
$50.3M -$120M 1 1.44% Reduced
168
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$49.7M +$7.77M 6 0.17% Increased
169
ACI
AMP Capital Investors
Australia
$49.6M -$1.26M 7 0.34% Reduced
170
CRM
Cramer Rosenthal McGlynn
Connecticut
$49.3M +$48M 2 0.74% New
171
BCMNY
Buckingham Capital Management (New York)
New York
$49.1M +$22.5M 2 6.07% Increased
172
Lazard Asset Management
Lazard Asset Management
New York
$48.8M +$162K 4 0.11% Increased
173
IP
Interval Partners
New York
$48.7M +$7.73M 2 4.61% Increased
174
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$48.3M +$502K 1 0.89% Increased
175
US Bancorp
US Bancorp
Minnesota
$47.6M -$12.2M 13 0.19% Reduced
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