← 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
76	California Public Employees Retirement System Sacramento, California	$184M	+$185M	12	0.37%	New
77	Prudential Financial Newark, New Jersey	$181M	+$182M	9	0.4%	New
78	Russell Frank Company Seattle, Washington	$179M	+$178M	10	0.33%	New
79	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$173M	+$163M	1	4.05%	New
80	Fidelity International Hamilton, Bermuda	$170M	+$172M	4	0.96%	New
81	BlackRock New York	$166M	+$168M	10	0.33%	New
82	Capital International Investors Los Angeles, California	$162M	+$160M	1	0.74%	New
83	SAM Scopus Asset Management New York	$157M	+$151M	4	4.34%	New
84	Parametric Portfolio Associates Seattle, Washington	$152M	+$154M	9	0.44%	New
85	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$152M	+$154M	4	0.34%	New
86	WP Wedgewood Partners St Louis, Missouri	$150M	+$148M	1	4.33%	New
87	HCM Herndon Capital Management Atlanta, Georgia	$148M	+$145M	3	2.2%	New
88	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$147M	+$150M	4	0.41%	New
89	Eaton Vance Management Boston, Massachusetts	$146M	+$146M	5	0.44%	New
90	Egerton Capital (UK) London, United Kingdom	$144M	+$146M	1	3.21%	New
91	Millennium Management New York	$144M	+$141M	10	0.44%	New
92	STRS Ohio Columbus, Ohio	$141M	+$141M	8	0.61%	New
93	WPSC W.P. Stewart & Co New York	$141M	+$143M	1	7.5%	New
94	AGF Investments Inc Toronto, Ontario, Canada	$140M	+$138M	3	1.62%	New
95	SAC Capital Advisors Stamford, Connecticut	$137M	+$135M	7	0.75%	New
96	P Pitcairn Conshohocken, Pennsylvania	$132M	+$139M	7	17.7%	New
97	Royal Bank of Canada Toronto, Ontario, Canada	$130M	+$130M	12	0.11%	New
98	Citigroup New York	$128M	+$129M	11	0.13%	New
99	Putnam Investments Boston, Massachusetts	$127M	+$124M	7	0.37%	New
100	Charles Schwab San Francisco, California	$127M	+$127M	10	0.28%	New