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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
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$66.7M +$25.4M 4 2.4% Increased
177
Victory Capital Management
Victory Capital Management
Texas
$66.2M +$50M 2 0.47% Increased
178
VM
Valinor Management
New York
$65.8M -$13.6M 1 2.17% Reduced
179
Royce & Associates
Royce & Associates
New York
$65.7M -$2.14M 5 0.19% Reduced
180
1919 Investment Counsel
1919 Investment Counsel
Maryland
$65.4M -$1.96M 4 1.37% Reduced
181
CCM
Cornerstone Capital Management
Minnesota
$64.7M -$6.36M 1 1.92% Reduced
182
SCM
Sigma Capital Management
Connecticut
$63.9M -$10.3M 2 3.59% Reduced
183
SCM
SOL Capital Management
Maryland
$63.5M +$1.13M 2 24.37% Increased
184
TD Asset Management
TD Asset Management
Ontario, Canada
$63M +$6.86M 5 0.12% Increased
185
DL
Delta Lloyd
Netherlands
$62.9M +$58.8M 5 2.2% Increased
186
EA
Euclid Advisors
Connecticut
$62.5M +$36.3M 5 0.52% Increased
187
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$62.5M +$12.5M 7 0.48% Increased
188
HI
Honeywell International
North Carolina
$62.1M +$33.3M 2 1.49% Increased
189
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.8M +$17.2M 6 0.25% Increased
190
Congress Asset Management
Congress Asset Management
Massachusetts
$60.4M -$617K 1 1.58% Reduced
191
SG Americas Securities
SG Americas Securities
New York
$59.7M -$3.97M 6 0.25% Reduced
192
APG Asset Management
APG Asset Management
Netherlands
$59.5M -$9.19M 5 0.18% Reduced
193
Axa
Axa
France
$59.2M +$2.03M 5 0.27% Increased
194
Rockefeller Financial Services
Rockefeller Financial Services
New York
$58.5M +$1.2M 2 1.26% Increased
195
First Trust Advisors
First Trust Advisors
Illinois
$56.3M +$5.61M 9 0.27% Increased
196
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$55.3M +$47M 3 0.23% Increased
197
Marsico Capital Management
Marsico Capital Management
Colorado
$55.1M +$20M 2 0.39% Increased
198
Federated Hermes
Federated Hermes
Pennsylvania
$54.6M +$10.2M 10 0.19% Increased
199
DCM
Daruma Capital Management
New York
$54.5M +$2.62M 1 2.26% Increased
200
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$54.5M +$7.85M 11 0.38% Increased
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