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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
51
BP
BBR Partners
New York
$263M $0 2 43.89% Maintained
52
Capital Research Global Investors
Capital Research Global Investors
California
$258M $0 1 0.09% Maintained
53
Renaissance Technologies
Renaissance Technologies
New York
$237M -$13.3M 10 0.42% Reduced
54
Legal & General Group
Legal & General Group
United Kingdom
$236M +$23.4K 11 0.24% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$235M -$2.75M 12 0.34% Reduced
56
Franklin Resources
Franklin Resources
California
$231M -$225M 6 0.12% Reduced
57
Guggenheim Capital
Guggenheim Capital
Illinois
$229M +$2.76M 9 0.71% Increased
58
Farallon Capital Management
Farallon Capital Management
California
$224M +$16.4M 1 3.28% Increased
59
Marshall Wace
Marshall Wace
United Kingdom
$221M +$96.3M 4 1.57% Increased
60
Charles Schwab
Charles Schwab
California
$218M +$14.1M 12 0.26% Increased
61
Swiss National Bank
Swiss National Bank
Switzerland
$217M -$3.7M 11 0.35% Reduced
62
BlackRock Advisors
BlackRock Advisors
Delaware
$210M +$18.5M 12 0.22% Increased
63
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$194M +$9.32M 13 0.29% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$194M +$9.63M 13 0.32% Increased
65
P
Pitcairn
Pennsylvania
$182M +$1.34M 5 22.65% Increased
66
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$179M +$3.72M 3 0.97% Increased
67
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$179M +$8.44M 4 1.18% Increased
68
Allianz Asset Management
Allianz Asset Management
Germany
$177M -$52.7M 6 0.17% Reduced
69
Pentwater Capital Management
Pentwater Capital Management
Florida
$174M +$195M 1 1.61% New
70
Ninety One (UK)
Ninety One (UK)
United Kingdom
$172M +$1.36M 4 0.84% Increased
71
BlackRock Investment Management
BlackRock Investment Management
Delaware
$172M +$8.37M 12 0.21% Increased
72
Neuberger Berman Group
Neuberger Berman Group
New York
$168M -$4.09M 5 0.23% Reduced
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$166M +$6.56M 6 0.34% Increased
74
BlackRock
BlackRock
New York
$165M -$1.82M 12 0.24% Reduced
75
Laurion Capital Management
Laurion Capital Management
New York
$163M +$182M 3 1.53% Increased