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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
BCMNY
Buckingham Capital Management (New York)
New York
$51.9M +$4.47M 5 6.48% Increased
177
TP
Thunderbird Partners
United Kingdom
$51M +$27.8M 1 5.81% Increased
178
William Blair Investment Management
William Blair Investment Management
Illinois
$50.5M +$14.2M 1 0.19% Increased
179
Royce & Associates
Royce & Associates
New York
$50.5M -$11.5M 4 0.33% Reduced
180
NIMC
NWQ Investment Management Company
California
$50.1M +$3.94M 2 0.73% Increased
181
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$49.4M +$2M 4 0.21% Increased
182
Congress Asset Management
Congress Asset Management
Massachusetts
$48.9M -$1.55M 2 1.08% Reduced
183
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$48.5M -$6.19M 2 2.11% Reduced
184
Panagora Asset Management
Panagora Asset Management
Massachusetts
$48.2M -$10.8M 8 0.23% Reduced
185
ARGA Investment Management
ARGA Investment Management
Connecticut
$48.2M +$212K 3 13.2% Increased
186
Acadian Asset Management
Acadian Asset Management
Massachusetts
$48M +$20.5M 5 0.24% Increased
187
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$48M -$9.44M 2 0.16% Reduced
188
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$47.9M +$32.6M 6 0.45% Increased
189
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$47.7M -$6.89M 7 0.64% Reduced
190
D.E. Shaw & Co
D.E. Shaw & Co
New York
$47.4M +$19.2M 10 0.08% Increased
191
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$47M -$20M 2 0.29% Reduced
192
Comerica Bank
Comerica Bank
Texas
$46M -$1.01M 10 0.39% Reduced
193
TGA
Trilogy Global Advisors
Florida
$45.9M $0 1 1.52% Maintained
194
PP
PDT Partners
New York
$45.2M +$34.7M 4 2.64% Increased
195
DCM
Daruma Capital Management
New York
$44.6M -$1.53M 1 2.73% Reduced
196
Första AP-fonden
Första AP-fonden
Sweden
$44.5M +$30.4M 3 1.24% Increased
197
GH
GAM Holding
Switzerland
$44.4M -$45.6M 5 0.78% Reduced
198
Aviva
Aviva
United Kingdom
$44.1M -$86.1K 7 0.28% Reduced
199
ACI
AMP Capital Investors
Australia
$43.9M +$3.22M 7 0.27% Increased
200
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$42.7M +$1.22M 8 0.69% Increased
6 7
8
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