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 | |
|---|---|---|---|---|---|---|---|
| 26 |
Wellington Management Group
Boston,
Massachusetts
| $912M | +$267M | 9 | 0.16% | Increased |
|
| 27 |
Wells Fargo
San Francisco,
California
| $829M | -$45.2M | 21 | 0.19% | Reduced |
|
| 28 |
Ameriprise
Minneapolis,
Minnesota
| $806M | +$160M | 16 | 0.27% | Increased |
|
| 29 |
Amundi Asset Management US
Boston,
Massachusetts
| $786M | +$146M | 9 | 0.6% | Increased |
|
| 30 |
Legal & General Group
London,
United Kingdom
| $753M | +$19.5M | 16 | 0.28% | Increased |
|
| 31 |
AllianceBernstein
Nashville,
Tennessee
| $727M | +$64.6M | 14 | 0.32% | Increased |
|
| 32 |
Lone Pine Capital
Greenwich,
Connecticut
| $725M | +$344M | 1 | 2.63% | Increased |
|
| 33 |
American Century Companies
Kansas City,
Missouri
| $718M | -$80M | 9 | 0.53% | Reduced |
|
| 34 |
Ninety One (UK)
London,
United Kingdom
| $715M | +$10.7M | 2 | 2.03% | Increased |
|
| 35 |
Charles Schwab
San Francisco,
California
| $688M | +$18M | 13 | 0.25% | Increased |
|
| 36 |
UBS Group
Zurich,
Switzerland
| $654M | +$57.7M | 19 | 0.22% | Increased |
|
| 37 |
AKO Capital
London,
United Kingdom
| $646M | -$113M | 2 | 7.99% | Reduced |
|
| 38 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $618M | -$179M | 18 | 0.33% | Reduced |
|
| 39 |
D.E. Shaw & Co
New York
| $581M | +$118M | 14 | 0.56% | Increased |
|
| 40 |
Citadel Advisors
Miami,
Florida
| $557M | -$54.3M | 20 | 0.14% | Reduced |
|
| 41 |
Swiss National Bank
Zurich,
Switzerland
| $538M | +$10.7M | 12 | 0.36% | Increased |
|
| 42 |
SCM
Suvretta Capital Management
New York
| $533M | +$117M | 3 | 7.88% | Increased |
|
| 43 |
Parametric Portfolio Associates
Seattle,
Washington
| $521M | +$7.16M | 14 | 0.3% | Increased |
|
| 44 |
Artisan Partners
Milwaukee,
Wisconsin
| $503M | +$260M | 2 | 0.64% | Increased |
|
| 45 |
Third Point
New York
| $487M | +$189M | 2 | 3.28% | Increased |
|
| 46 |
Arrowstreet Capital
Boston,
Massachusetts
| $479M | -$14.1M | 9 | 0.64% | Reduced |
|
| 47 |
UBS AM
Chicago,
Illinois
| $469M | +$31.3M | 13 | 0.21% | Increased |
|
| 48 |
Fayez Sarofim & Co
Houston,
Texas
| $462M | -$3.83M | 4 | 1.7% | Reduced |
|
| 49 |
Millennium Management
New York
| $458M | -$91.6M | 18 | 0.33% | Reduced |
|
| 50 |
Janus Henderson Group
London,
| $448M | +$56.4M | 7 | 0.2% | Increased |
|