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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
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$192M -$14.4M 7 0.18% Reduced
77
Maverick Capital
Maverick Capital
Texas
$185M +$22.8M 1 2.39% Increased
78
RIM
Rainier Investment Management
Washington
$185M -$144M 3 1.92% Reduced
79
WP
Wedgewood Partners
Missouri
$180M +$8.97M 1 3.74% Increased
80
Russell Frank Company
Russell Frank Company
Washington
$174M -$29M 11 0.32% Reduced
81
Nordea Investment Management
Nordea Investment Management
Sweden
$173M +$30M 6 0.86% Increased
82
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$168M -$265K 5 0.41% Reduced
83
HCM
Hoplite Capital Management
New York
$168M -$80.2M 2 4.73% Reduced
84
Charles Schwab
Charles Schwab
California
$167M +$20.7M 11 0.32% Increased
85
Teachers Advisors
Teachers Advisors
New York
$162M +$8.05M 11 0.37% Increased
86
TCM
Tiger Consumer Management
New York
$162M +$96.9M 2 6.58% Increased
87
HMP
HS Management Partners
New York
$162M +$16.7M 2 7.87% Increased
88
Suntrust Banks
Suntrust Banks
Georgia
$162M +$17.4M 10 0.63% Increased
89
D.E. Shaw & Co
D.E. Shaw & Co
New York
$162M -$24.7M 7 0.22% Reduced
90
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$157M +$8.46M 11 0.11% Increased
91
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$155M +$44.6M 4 0.6% Increased
92
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$154M -$7.37M 9 0.37% Reduced
93
Axiom Investors
Axiom Investors
Connecticut
$153M +$59.1M 3 4.09% Increased
94
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$152M +$21.1M 9 0.39% Increased
95
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$152M -$7.87M 4 0.31% Reduced
96
Perkins Investment Management
Perkins Investment Management
Illinois
$149M +$143M 2 1.03% Increased
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$148M +$2.18M 11 0.4% Increased
98
P
Pitcairn
Pennsylvania
$145M +$213K 7 16.07% Increased
99
Barclays
Barclays
United Kingdom
$144M +$49.4M 13 0.15% Increased
100
Eaton Vance Management
Eaton Vance Management
Massachusetts
$142M -$5.52M 4 0.41% Reduced