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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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$170M +$12.6M 10 0.12% Increased
77
BlackRock Advisors
BlackRock Advisors
Delaware
$167M -$168M 11 0.17% Reduced
78
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$167M -$35.6M 9 0.08% Reduced
79
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$167M +$12.3M 1 2.06% Increased
80
CCI
Columbus Circle Investors
$162M -$14.2M 3 1.11% Reduced
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$161M +$10.2M 11 0.32% Increased
82
Russell Frank Company
Russell Frank Company
Washington
$160M +$6.27M 9 0.29% Increased
83
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$160M -$10.5M 6 0.37% Reduced
84
Jennison Associates
Jennison Associates
New York
$159M -$259M 1 0.15% Reduced
85
Renaissance Technologies
Renaissance Technologies
New York
$158M +$12.4M 11 0.34% Increased
86
Farallon Capital Management
Farallon Capital Management
California
$158M +$15.5M 1 2.3% Increased
87
HMP
HS Management Partners
New York
$157M +$35.9M 1 6.31% Increased
88
Adage Capital Partners
Adage Capital Partners
Massachusetts
$156M -$192M 5 0.38% Reduced
89
Two Sigma Advisers
Two Sigma Advisers
New York
$156M +$128M 7 1.15% Increased
90
GTP
Global Thematic Partners
New York
$152M -$7.96M 1 2.28% Reduced
91
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$149M -$60.2M 6 0.62% Reduced
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$148M -$2.49M 11 0.35% Reduced
93
Winton Group
Winton Group
United Kingdom
$146M +$80.1M 4 1.17% Increased
94
SAM
Scopus Asset Management
New York
$143M +$9.28M 2 2.84% Increased
95
UBS Group
UBS Group
Switzerland
$140M -$44.8M 14 0.1% Reduced
96
Aristotle Capital Management
Aristotle Capital Management
California
$139M -$43.5M 1 1.73% Reduced
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$139M -$1.25M 9 0.35% Reduced
98
Soroban Capital Partners
Soroban Capital Partners
New York
$137M +$122M 1 1.28% New
99
Millennium Management
Millennium Management
New York
$136M -$31.9M 11 0.25% Reduced
100
Principal Financial Group
Principal Financial Group
Iowa
$135M +$1.03M 9 0.2% Increased