← 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
51
BlackRock Investment Management
BlackRock Investment Management
Delaware
$300M +$86.9M 12 0.4% Increased
52
PCM
Pennant Capital Management
New Jersey
$299M +$47.5M 1 5.61% Increased
53
Fred Alger Management
Fred Alger Management
New York
$293M -$2.33M 4 1.41% Reduced
54
GRQ
Gardner Russo & Quinn
Pennsylvania
$285M -$1.95M 2 2.59% Reduced
55
HSBC Holdings
HSBC Holdings
United Kingdom
$279M +$3.46M 7 0.58% Increased
56
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$279M +$11.7M 12 0.18% Increased
57
Select Equity Group
Select Equity Group
New York
$262M +$79.6M 2 2.46% Increased
58
AB
Atlas Brown
Kentucky
$260M +$88.7M 2 70.36% Increased
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$249M -$6.06M 9 0.37% Reduced
60
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$247M -$97.7M 6 0.21% Reduced
61
Discovery Capital Management
Discovery Capital Management
Connecticut
$242M +$62.2M 1 2.49% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$236M +$1.72M 13 0.33% Increased
63
Prudential Financial
Prudential Financial
New Jersey
$225M +$8.19M 9 0.41% Increased
64
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$224M -$14.6M 7 1% Reduced
65
Teachers Advisors
Teachers Advisors
New York
$223M +$19.1M 11 0.43% Increased
66
OAMG
Odey Asset Management Group
United Kingdom
$219M -$51.2M 2 6.73% Reduced
67
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$217M +$41.9M 11 0.09% Increased
68
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$215M +$83.7M 6 0.42% Increased
69
WestEnd Advisors
WestEnd Advisors
North Carolina
$206M +$4.31M 2 9.42% Increased
70
Guggenheim Capital
Guggenheim Capital
Illinois
$204M +$17M 8 0.51% Increased
71
Legal & General Group
Legal & General Group
United Kingdom
$202M -$5.04M 8 0.24% Reduced
72
Franklin Resources
Franklin Resources
California
$199M +$37.8M 6 0.09% Increased
73
BlackRock
BlackRock
New York
$197M +$14.5M 12 0.28% Increased
74
Westfield Capital Management
Westfield Capital Management
Massachusetts
$197M -$5.08M 2 1.16% Reduced
75
UBS Group
UBS Group
Switzerland
$195M +$189M 14 0.14% New