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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
176
Cerity Partners
Cerity Partners
New York
$77.1M -$8.12M 12 0.09% Reduced
177
Prudential Financial
Prudential Financial
New Jersey
$76.6M -$5.26M 11 0.08% Reduced
178
RCW
Rheos Capital Works
Japan
$76.3M -$11.7M 2 4.35% Reduced
179
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$76.1M -$7.38M 9 0.12% Reduced
180
CCPM
Cooper Creek Partners Management
New York
$76M +$17.7M 2 1.8% Increased
181
Freestone Grove Partners
Freestone Grove Partners
California
$75.3M +$9.93M 4 0.48% Increased
182
TD Asset Management
TD Asset Management
Ontario, Canada
$73.7M +$13.8M 6 0.06% Increased
183
SC
Shellback Capital
Massachusetts
$72.4M -$16.3M 2 6.34% Reduced
184
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$72.4M +$1.64M 2 2.38% Increased
185
Rockefeller Capital Management
Rockefeller Capital Management
New York
$72.2M -$483K 13 0.11% Reduced
186
Erste Asset Management
Erste Asset Management
Austria
$71.9M -$22.8M 3 0.56% Reduced
187
SCM
Steadfast Capital Management
New York
$71.7M +$67M 1 2.2% New
188
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$71.5M +$10.1M 7 0.19% Increased
189
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$71.4M -$4.86M 12 0.21% Reduced
190
Balyasny Asset Management
Balyasny Asset Management
Illinois
$71.4M -$86.8M 10 0.09% Reduced
191
Silvercrest Asset Management
Silvercrest Asset Management
New York
$70.8M -$1.72M 5 0.46% Reduced
192
LPL Financial
LPL Financial
California
$70.4M -$11.8M 14 0.02% Reduced
193
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$70.3M -$1.77M 16 0.03% Reduced
194
Equity Investment Corp
Equity Investment Corp
Georgia
$69M +$4.5M 1 1.32% Increased
195
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$68.5M -$32.9M 2 0.37% Reduced
196
Creative Planning
Creative Planning
Kansas
$67.6M +$17.5M 14 0.04% Increased
197
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$67.1M -$7.66M 16 0.08% Reduced
198
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$66.6M +$500K 10 0.12% Increased
199
Natixis Advisors
Natixis Advisors
Massachusetts
$65.9M +$368K 6 0.07% Increased
200
BCIM
Black Creek Investment Management
Ontario, Canada
$65.5M -$75.5M 1 3.68% Reduced
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