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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
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$85.3M +$26.2M 4 2.39% Increased
177
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$82.5M -$3.55M 1 3.01% Reduced
178
Artemis Investment Management
Artemis Investment Management
United Kingdom
$81.3M +$37.6M 4 1.02% Increased
179
Voloridge Investment Management
Voloridge Investment Management
Florida
$80.9M -$3.34M 10 0.38% Reduced
180
Acadian Asset Management
Acadian Asset Management
Massachusetts
$80.6M +$18.5M 7 0.33% Increased
181
Prudential Financial
Prudential Financial
New Jersey
$80.5M -$3.54M 12 0.12% Reduced
182
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$79M +$45M 10 0.54% Increased
183
Baird Financial Group
Baird Financial Group
Wisconsin
$76.2M +$18.2M 7 0.2% Increased
184
Rheos Capital Works
Rheos Capital Works
Japan
$74.2M +$2.81M 1 3.99% Increased
185
Glenview Trust
Glenview Trust
Kentucky
$72.8M -$598K 3 1.99% Reduced
186
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$71.8M -$1.48M 2 0.2% Reduced
187
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$71M +$69.1K 3 1.7% Increased
188
STRS Ohio
STRS Ohio
Ohio
$70.1M -$18.9M 7 0.3% Reduced
189
Alyeska Investment Group
Alyeska Investment Group
Illinois
$69.9M +$14.3M 3 0.52% Increased
190
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.2M +$6.74M 11 0.19% Increased
191
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$68.6M +$8.28M 3 0.05% Increased
192
ARGA Investment Management
ARGA Investment Management
Connecticut
$68.5M -$24M 2 2.42% Reduced
193
CCLA Investment Management
CCLA Investment Management
United Kingdom
$67.7M +$13.9M 1 1.2% Increased
194
Adage Capital Partners
Adage Capital Partners
Massachusetts
$67.6M +$9.07M 3 0.15% Increased
195
Granite Investment Partners
Granite Investment Partners
California
$67.4M -$696K 3 2.69% Reduced
196
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$66.7M -$1.97M 10 0.64% Reduced
197
CCPM
Cooper Creek Partners Management
New York
$66.6M +$47.4M 1 4.43% Increased
198
Ruffer LLP
Ruffer LLP
United Kingdom
$65.6M -$10.1M 1 3.84% Reduced
199
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$65.6M -$36.4M 5 0.14% Reduced
200
Korea Investment Corp
Korea Investment Corp
South Korea
$65.1M -$19.9M 3 0.18% Reduced