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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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$60.8M +$3.54M 4 0.31% Increased
177
SCM
SOL Capital Management
Maryland
$60.6M +$10.5M 2 25.09% Increased
178
Ariel Investments
Ariel Investments
Illinois
$60.5M +$9.98M 1 0.88% Increased
179
Royce & Associates
Royce & Associates
New York
$59.8M -$16M 4 0.18% Reduced
180
SG Americas Securities
SG Americas Securities
New York
$59.6M +$969K 9 0.24% Increased
181
Natixis
Natixis
France
$58.7M +$30.7M 3 0.63% Increased
182
TCM
Tiger Consumer Management
New York
$58.2M -$25M 1 2.41% Reduced
183
SIM
Sprucegrove Investment Management
Ontario, Canada
$58.1M -$4.85M 2 1.05% Reduced
184
Numeric Investors
Numeric Investors
Massachusetts
$57M +$16.2M 2 1.05% Increased
185
Congress Asset Management
Congress Asset Management
Massachusetts
$56.6M -$956K 1 1.59% Reduced
186
SCM
Scout Capital Management
New York
$56.6M -$62.2M 1 1.15% Reduced
187
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$56.3M +$7.33M 8 0.03% Increased
188
Rockefeller Financial Services
Rockefeller Financial Services
New York
$55.6M +$55.7M 2 1.29% Increased
189
WI
WBI Investments
New Jersey
$55.2M +$22.9M 1 2.63% Increased
190
PRO
Pensioenfonds Rail & OV
Netherlands
$54.6M $0 1 2.53% Maintained
191
MAMU
Marathon Asset Management (UK)
United Kingdom
$54.2M -$24.3M 1 1.32% Reduced
192
MGC
Merchants' Gate Capital
New York
$54M -$17.6M 1 2.17% Reduced
193
Samlyn Capital
Samlyn Capital
New York
$53.5M -$182K 1 1.5% Reduced
194
CBOA
Commonwealth Bank of Australia
Australia
$53.5M +$38.6M 5 0.39% Increased
195
Moore Capital Management
Moore Capital Management
New York
$53.3M +$15.1M 3 1.13% Increased
196
Axa
Axa
France
$53.2M -$9.43M 4 0.26% Reduced
197
USAA
United Services Automobile Association
Texas
$53.1M +$10.1M 6 0.23% Increased
198
Geneva Capital Management
Geneva Capital Management
Wisconsin
$52.7M -$22.3M 1 1.25% Reduced
199
TD Asset Management
TD Asset Management
Ontario, Canada
$51.9M -$6.66M 5 0.1% Reduced
200
Beck Mack & Oliver
Beck Mack & Oliver
New York
$50.6M +$702K 2 1.33% Increased
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