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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
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$42.3M +$128K 1 1% Increased
202
Westfield Capital Management
Westfield Capital Management
Massachusetts
$42M +$41.7M 1 0.34% New
203
MCL
MIK Capital LLC
New York
$41.5M +$44.2M 1 6.23% New
204
MAMU
Marathon Asset Management (UK)
United Kingdom
$41.1M -$1.72M 1 0.88% Reduced
205
Castleark Management
Castleark Management
Illinois
$40.3M +$8.46M 1 1.22% Increased
206
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$40.2M +$3.42M 4 0.1% Increased
207
BTP
Bloom Tree Partners
New York
$40M +$45.4M 1 3.09% New
208
Suntrust Banks
Suntrust Banks
Georgia
$39.9M -$1.76M 8 0.25% Reduced
209
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$39.4M -$34.1M 3 0.12% Reduced
210
Axa
Axa
France
$38.7M +$6M 5 0.17% Increased
211
Korea Investment Corp
Korea Investment Corp
South Korea
$38.4M -$37.3M 6 0.2% Reduced
212
OppenheimerFunds
OppenheimerFunds
New York
$37.3M -$59.1M 10 0.05% Reduced
213
WCM Investment Management
WCM Investment Management
California
$37.2M +$9.78M 1 0.42% Increased
214
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$37.1M -$7.48M 9 0.47% Reduced
215
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.9M +$3.11M 8 0.23% Increased
216
Raymond James & Associates
Raymond James & Associates
Florida
$36.9M +$5.11M 9 0.1% Increased
217
SG Americas Securities
SG Americas Securities
New York
$36.7M +$24.3M 9 0.38% Increased
218
SEI Investments
SEI Investments
Pennsylvania
$36.5M +$904K 13 0.19% Increased
219
AMF Tjänstepension
AMF Tjänstepension
Sweden
$36.3M -$346K 1 0.46% Reduced
220
Bahl & Gaynor
Bahl & Gaynor
Ohio
$36.2M -$64.7K 3 0.44% Reduced
221
KBC Group
KBC Group
Belgium
$35.8M +$9.02M 8 0.42% Increased
222
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$35.4M -$27.2M 8 0.02% Reduced
223
BOI
Bank of Italy
Italy
$35.4M $0 1 2.48% Maintained
224
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$35.3M +$13.7M 3 0.64% Increased
225
DS
Dalal Street
Texas
$35.1M -$18.3M 1 10.37% Reduced