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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
National Pension Service
National Pension Service
South Korea
$60.5M +$1.44M 3 0.3% Increased
177
River Road Asset Management
River Road Asset Management
Kentucky
$59.8M -$1.08M 1 1.13% Reduced
178
Moore Capital Management
Moore Capital Management
New York
$59.3M +$24.3M 4 1.08% Increased
179
Saturna Capital
Saturna Capital
Washington
$58.4M +$20.1K 1 1.79% Increased
180
Numeric Investors
Numeric Investors
Massachusetts
$56.6M +$33.6M 4 0.41% Increased
181
IP
Interval Partners
New York
$55.6M +$25M 2 2.32% Increased
182
HL Financial Services
HL Financial Services
Kentucky
$54.8M -$177K 3 1.06% Reduced
183
Comerica Bank
Comerica Bank
Texas
$54.5M -$3.13M 11 0.36% Reduced
184
Foresters Investment Management
Foresters Investment Management
New York
$52.9M -$10.2M 4 0.83% Reduced
185
AHL Partners
AHL Partners
United Kingdom
$52.4M +$35.4M 9 0.82% Increased
186
Lazard Asset Management
Lazard Asset Management
New York
$52M +$23.6M 3 0.09% Increased
187
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$52M +$1.18M 9 0.25% Increased
188
SEI Investments
SEI Investments
Pennsylvania
$52M -$19.6M 13 0.18% Reduced
189
CLM
ClearBridge LLC (Maryland)
Maryland
$51.8M +$9.74M 2 1.08% Increased
190
Aviva
Aviva
United Kingdom
$51.6M -$11.5M 8 0.29% Reduced
191
Federated Hermes
Federated Hermes
Pennsylvania
$51.5M +$15.5M 12 0.15% Increased
192
Capital International Investors
Capital International Investors
California
$50.8M +$115K 2 0.06% Increased
193
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$50.7M +$6.5M 12 0.45% Increased
194
Bahl & Gaynor
Bahl & Gaynor
Ohio
$50.7M -$877K 4 0.52% Reduced
195
GH
GAM Holding
Switzerland
$50.4M +$7.42M 6 1.54% Increased
196
KBC Group
KBC Group
Belgium
$49.6M -$26.1M 10 0.42% Reduced
197
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$49.1M +$19.7M 10 0.02% Increased
198
SFM
Systematic Financial Management
New Jersey
$47.5M +$18.4M 7 0.95% Increased
199
Suntrust Banks
Suntrust Banks
Georgia
$47.3M -$1.15M 6 0.27% Reduced
200
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$46.7M +$41.8M 2 0.63% New