← 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	Guggenheim Capital Chicago, Illinois	$178M	+$24M	9	0.43%	Increased
77	AB Atlas Brown Louisville, Kentucky	$176M	+$66.8M	2	65.33%	Increased
78	Massachusetts Financial Services Boston, Massachusetts	$175M	-$50.3M	4	0.09%	Reduced
79	BlackRock New York	$175M	+$5.99M	12	0.26%	Increased
80	P Pitcairn Conshohocken, Pennsylvania	$175M	+$26.4K	4	19.57%	Increased
81	Renaissance Technologies New York	$174M	+$72.8M	9	0.48%	Increased
82	Charles Schwab San Francisco, California	$174M	+$8.43M	11	0.29%	Increased
83	SAM Scopus Asset Management New York	$171M	-$19.2M	2	3.48%	Reduced
84	Discovery Capital Management South Norwalk, Connecticut	$171M	+$44.2M	1	1.92%	Increased
85	UBS Zurich, Switzerland	$167M	+$74.3M	14	0.12%	Increased
86	Russell Frank Company Seattle, Washington	$166M	-$18.4M	9	0.29%	Reduced
87	HMP HS Management Partners New York	$163M	-$5.49M	1	6.82%	Reduced
88	Susquehanna International Group Bala Cynwyd, Pennsylvania	$161M	+$60.9M	10	0.06%	Increased
89	TCM Tiger Consumer Management New York	$155M	-$15.9M	2	7.72%	Reduced
90	First Trust Advisors Wheaton, Illinois	$154M	+$33.4M	9	0.61%	Increased
91	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$153M	-$7.09M	5	0.37%	Reduced
92	Select Equity Group New York	$152M	+$46.8M	2	1.57%	Increased
93	TGA Trilogy Global Advisors Winter Park, Florida	$152M	-$7.78M	2	3.21%	Reduced
94	Ninety One (UK) London, United Kingdom	$151M	-$160M	2	0.89%	Reduced
95	Franklin Resources San Mateo, California	$150M	-$49M	5	0.07%	Reduced
96	GTP Global Thematic Partners New York	$148M	-$16M	1	2.24%	Reduced
97	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$144M	+$1.56M	11	0.36%	Increased
98	New York State Teachers Retirement System (NYSTRS) Albany, New York	$137M	-$2.8M	9	0.36%	Reduced
99	ABI Abrams Bison Investments Bethesda, Maryland	$136M	-$32.3M	1	9.32%	Reduced
100	Parametric Portfolio Associates Seattle, Washington	$135M	+$4.9M	11	0.3%	Increased