← 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
251
ACPU
Arrowgrass Capital Partners (US)
Delaware
$38.1M +$8.77M 3 0.9% Increased
252
STRS Ohio
STRS Ohio
Ohio
$37M -$15.1M 8 0.16% Reduced
253
Neuberger Berman Group
Neuberger Berman Group
New York
$37M -$441K 6 0.04% Reduced
254
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$36.9M -$670K 1 1.21% Reduced
255
Natixis
Natixis
France
$36.7M +$23.8M 3 0.28% Increased
256
Zacks Investment Management
Zacks Investment Management
Illinois
$36.5M +$26.9M 2 0.75% Increased
257
CAM
Cortina Asset Management
Wisconsin
$36.4M -$389K 2 2.25% Reduced
258
ACM
ADW Capital Management
Florida
$36.3M +$32.4M 1 25.23% New
259
Erste Asset Management
Erste Asset Management
Austria
$36.1M +$9.71M 2 1.92% Increased
260
Nomura Asset Management
Nomura Asset Management
Japan
$36M +$1.56M 6 0.36% Increased
261
Andra AP-fonden
Andra AP-fonden
Sweden
$35.8M +$4.4M 6 1.03% Increased
262
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$35.4M -$19.7M 2 0.51% Reduced
263
Perpetual Ltd
Perpetual Ltd
Australia
$35.2M +$22M 1 5.6% Increased
264
Jane Street
Jane Street
New York
$35M -$16.4M 10 0.06% Reduced
265
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.9M -$3.37M 11 0.28% Reduced
266
MC
Martin Currie
United Kingdom
$34.6M +$3.11M 2 2.47% Increased
267
Capital Guardian Trust
Capital Guardian Trust
California
$34.3M +$130K 1 0.46% Increased
268
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.2M -$5.39M 10 0.4% Reduced
269
Maverick Capital
Maverick Capital
Texas
$33.9M -$3.43M 6 0.49% Reduced
270
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$33.6M +$3.79M 6 0.39% Increased
271
AIG
American International Group
New York
$33.4M -$3.07M 12 0.13% Reduced
272
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$33.3M +$2.57M 11 0.32% Increased
273
OAM
Oxford Asset Management
United Kingdom
$33M +$24.2M 8 0.71% Increased
274
Holocene Advisors
Holocene Advisors
New York
$32.9M -$38.1M 2 0.42% Reduced
275
LSV Asset Management
LSV Asset Management
Illinois
$32.8M -$232K 3 0.05% Reduced
9 10
11
12 13