← All themes

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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$41M +$4.63M 1 0.65% Increased
202
NIMC
NWQ Investment Management Company
California
$40.9M -$156K 1 0.7% Reduced
203
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$39.9M +$1.43M 9 0.34% Increased
204
HIP
Hengistbury Investment Partners
United Kingdom
$38.9M +$27.6M 1 7.73% Increased
205
GE
General Electric
Ohio
$38.9M +$12.3M 1 0.2% Increased
206
Federated Hermes
Federated Hermes
Pennsylvania
$38.9M +$3.53M 10 0.11% Increased
207
DCM
Daruma Capital Management
New York
$38.7M -$545K 1 2.53% Reduced
208
Jefferies Group
Jefferies Group
New York
$38.1M +$13.5M 6 0.17% Increased
209
William Blair Investment Management
William Blair Investment Management
Illinois
$37.7M -$1.07M 1 0.15% Reduced
210
AMF Tjänstepension
AMF Tjänstepension
Sweden
$37.6M +$616K 1 0.48% Increased
211
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$37.4M +$915K 1 0.94% Increased
212
Bahl & Gaynor
Bahl & Gaynor
Ohio
$37.2M -$777K 3 0.48% Reduced
213
Epoch Investment Partners
Epoch Investment Partners
New York
$37.1M +$2.33M 4 0.14% Increased
214
Suntrust Banks
Suntrust Banks
Georgia
$36.7M +$2.09M 8 0.22% Increased
215
RIM
Rainier Investment Management
Washington
$36.4M -$10M 3 1.76% Reduced
216
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$36.3M -$33.2M 1 0.36% Reduced
217
Castleark Management
Castleark Management
Illinois
$36.2M -$10.1M 2 1.16% Reduced
218
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.4M +$42.2M 4 0.2% Increased
219
GP
GLG Partners
United Kingdom
$35M -$6.22M 6 1.05% Reduced
220
SEI Investments
SEI Investments
Pennsylvania
$34.9M +$11.9M 11 0.21% Increased
221
US Bancorp
US Bancorp
Minnesota
$34.8M -$5.23M 13 0.13% Reduced
222
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.3M +$322K 8 0.22% Increased
223
Raymond James & Associates
Raymond James & Associates
Florida
$33.9M +$2.92M 8 0.11% Increased
224
Axa
Axa
France
$33.8M +$7.86M 5 0.15% Increased
225
SC
Shellback Capital
Massachusetts
$33.7M -$28.3M 1 4.32% Reduced
7 8
9
10 11