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奢侈品與高端消費

奢侈品販售的是稀缺性與傳承，而非實用性，因此價格能比成本上漲得更快。需求集中在一小群極富裕的客戶，以及少數幾個國籍的旅客。

40檔股票

# 名稱 持股 交易金額 主題
股票 		投資組合
占比 		狀態
176
Cerity Partners
Cerity Partners
New York
US$7707萬 -US$812萬 12 0.09% 減碼
177
Prudential Financial
Prudential Financial
New Jersey
US$7661萬 -US$526萬 11 0.08% 減碼
178
Rheos Capital Works
Rheos Capital Works
Japan
US$7630萬 -US$1170萬 2 4.35% 減碼
179
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
US$7607萬 -US$738萬 9 0.12% 減碼
180
CCPM
Cooper Creek Partners Management
New York
US$7603萬 +US$1765萬 2 1.8% 增持
181
Freestone Grove Partners
Freestone Grove Partners
California
US$7529萬 +US$993萬 4 0.48% 增持
182
TD Asset Management
TD Asset Management
Ontario, Canada
US$7371萬 +US$1379萬 6 0.06% 增持
183
SC
Shellback Capital
Massachusetts
US$7241萬 -US$1628萬 2 6.34% 減碼
184
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
US$7235萬 +US$164萬 2 2.38% 增持
185
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$7221萬 -US$48.3萬 13 0.11% 減碼
186
Erste Asset Management
Erste Asset Management
Austria
US$7188萬 -US$2280萬 3 0.56% 減碼
187
SCM
Steadfast Capital Management
New York
US$7170萬 +US$6699萬 1 2.2% 新
188
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$7149萬 +US$1007萬 7 0.19% 增持
189
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$7145萬 -US$486萬 12 0.21% 減碼
190
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$7142萬 -US$8677萬 10 0.09% 減碼
191
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$7083萬 -US$172萬 5 0.46% 減碼
192
LPL Financial
LPL Financial
California
US$7039萬 -US$1176萬 14 0.02% 減碼
193
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$7031萬 -US$177萬 16 0.03% 減碼
194
Equity Investment Corp
Equity Investment Corp
Georgia
US$6905萬 +US$450萬 1 1.32% 增持
195
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
US$6852萬 -US$3290萬 2 0.37% 減碼
196
Creative Planning
Creative Planning
Kansas
US$6760萬 +US$1749萬 14 0.04% 增持
197
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$6710萬 -US$766萬 16 0.08% 減碼
198
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$6662萬 +US$50萬 10 0.12% 增持
199
Natixis Advisors
Natixis Advisors
Massachusetts
US$6586萬 +US$36.8萬 6 0.07% 增持
200
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$6550萬 -US$7545萬 1 3.68% 減碼
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