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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
76
Fisher Asset Management
Fisher Asset Management
Washington
$250M -$5M 5 0.07% Reduced
77
Aviva
Aviva
United Kingdom
$250M +$53.1M 4 0.37% Increased
78
Westfield Capital Management
Westfield Capital Management
Massachusetts
$248M -$72M 1 0.81% Reduced
79
Swedbank
Swedbank
Sweden
$246M +$20.7M 3 0.21% Increased
80
Wells Fargo
Wells Fargo
California
$240M -$11.2M 21 0.04% Reduced
81
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$235M +$79.5M 6 0.63% Increased
82
Los Angeles Capital Management
Los Angeles Capital Management
California
$227M +$112M 10 0.83% Increased
83
Banco Santander
Banco Santander
Spain
$220M -$54.4M 4 1.37% Reduced
84
Select Equity Group
Select Equity Group
New York
$210M -$72.4M 1 1.04% Reduced
85
Jupiter Topco
Jupiter Topco
New York
$205M +$192M 12 0.08% New
86
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$203M +$16.8M 19 0.15% Increased
87
Renaissance Technologies
Renaissance Technologies
New York
$202M +$13.2M 14 0.28% Increased
88
WCM Investment Management
WCM Investment Management
California
$200M +$24.7M 1 0.36% Increased
89
Russell Investments Group
Russell Investments Group
United Kingdom
$195M -$7.45M 19 0.17% Reduced
90
Royce & Associates
Royce & Associates
New York
$191M -$417K 7 1.54% Reduced
91
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$191M +$10.5M 4 0.52% Increased
92
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$191M -$23.8M 9 0.11% Reduced
93
Quadrature Capital
Quadrature Capital
United Kingdom
$190M +$102M 4 1.62% Increased
94
SEI Investments
SEI Investments
Pennsylvania
$188M -$8.43M 14 0.17% Reduced
95
DZ Bank
DZ Bank
Germany
$188M -$57.1M 6 0.14% Reduced
96
Royal London Asset Management
Royal London Asset Management
United Kingdom
$187M +$36.6M 3 0.35% Increased
97
SG Americas Securities
SG Americas Securities
New York
$177M -$2.76M 12 0.1% Reduced
98
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$174M +$3.53M 17 0.08% Increased
99
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$172M -$129M 3 0.24% Reduced
100
Voloridge Investment Management
Voloridge Investment Management
Florida
$168M -$102M 5 0.72% Reduced