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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
201
Numeric Investors
Numeric Investors
Massachusetts
$51M +$8.77M 5 0.76% Increased
202
Gotham Asset Management
Gotham Asset Management
New York
$50.7M +$13.8M 9 0.5% Increased
203
Eagle Asset Management
Eagle Asset Management
Florida
$50.6M -$8.49M 3 0.29% Reduced
204
PointState Capital
PointState Capital
New York
$49.7M +$33.6M 1 0.9% Increased
205
LCG
Luxor Capital Group
New York
$49.5M -$2.87M 1 0.75% Reduced
206
USAA
United Services Automobile Association
Texas
$48.8M +$4.19M 7 0.18% Increased
207
Korea Investment Corp
Korea Investment Corp
South Korea
$48.7M -$19.9M 5 0.4% Reduced
208
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$48.4M -$6.25M 5 0.17% Reduced
209
Saturna Capital
Saturna Capital
Washington
$47.9M +$13.3K 1 1.28% Increased
210
Markel Group
Markel Group
Virginia
$47.1M $0 2 1.33% Maintained
211
Nuveen
Nuveen
North Carolina
$45.2M -$15.1M 7 0.28% Reduced
212
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$45M -$2.6M 3 0.37% Reduced
213
MSA
Mason Street Advisors
Wisconsin
$45M +$6.38M 11 0.35% Increased
214
PEAK6 Group
PEAK6 Group
Illinois
$44.6M +$12.2M 5 0.34% Increased
215
Spot Trading
Spot Trading
Illinois
$44.6M +$1.14M 6 0.22% Increased
216
ACP
Ashfield Capital Partners
California
$43.8M -$17.2M 3 2.13% Reduced
217
LT
Lindsell Train
United Kingdom
$43.4M $0 1 4.92% Maintained
218
CCM
Crestwood Capital Management
New York
$43.2M -$1.43M 2 5.82% Reduced
219
CCP
Clough Capital Partners
Massachusetts
$43.1M +$1.57M 1 1.62% Increased
220
KIG
Kovitz Investment Group
Illinois
$43.1M +$1.49M 1 2.21% Increased
221
CPM
Chesapeake Partners Management
Maryland
$42.2M $0 1 1.56% Maintained
222
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$41.9M +$1.45M 4 0.97% Increased
223
SCM
SOL Capital Management
Maryland
$40.5M +$118K 2 16.79% Increased
224
NIMC
NWQ Investment Management Company
California
$40.4M +$2.67M 1 0.44% Increased
225
TCSAM
Tyrus Capital S.A.M.
Monaco
$40M +$45M 1 6.65% New