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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
101
Teachers Advisors
Teachers Advisors
New York
$125M +$126M 10 0.34% New
102
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$125M +$125M 9 0.41% New
103
Suntrust Banks
Suntrust Banks
Georgia
$124M +$123M 8 0.55% New
104
Harris Associates
Harris Associates
Illinois
$123M +$125M 1 0.26% New
105
SEI Trust Company
SEI Trust Company
Pennsylvania
$123M +$125M 9 1.51% New
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$123M +$123M 9 0.41% New
107
DSM Capital Partners
DSM Capital Partners
Florida
$122M +$127M 1 3.04% New
108
SCM
Scout Capital Management
New York
$122M +$118M 2 1.99% New
109
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$122M +$124M 8 0.34% New
110
BAMCO Inc
BAMCO Inc
New York
$121M +$122M 1 0.63% New
111
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$120M +$121M 9 0.38% New
112
UBS
UBS
Switzerland
$114M +$113M 12 0.14% New
113
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$114M +$114M 5 0.33% New
114
ClearBridge Investments
ClearBridge Investments
New York
$112M +$112M 6 0.17% New
115
Northern Trust Company of Connecticut
Northern Trust Company of Connecticut
Connecticut
$108M +$108M 8 0.73% New
116
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$106M +$106M 3 0.44% New
117
HCM
Hoplite Capital Management
New York
$106M +$106M 2 3.71% New
118
Nordea Investment Management
Nordea Investment Management
Sweden
$106M +$105M 4 0.66% New
119
Principal Financial Group
Principal Financial Group
Iowa
$105M +$106M 10 0.23% New
120
JC
Joho Capital
New York
$105M +$109M 1 9.01% New
121
First Pacific Advisors
First Pacific Advisors
California
$105M +$106M 1 1.11% New
122
Winton Capital Management
Winton Capital Management
United Kingdom
$104M +$107M 5 1.26% New
123
Fred Alger Management
Fred Alger Management
New York
$103M +$98M 4 0.61% New
124
D.E. Shaw & Co
D.E. Shaw & Co
New York
$95.9M +$97.6M 8 0.18% New
125
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$95.5M +$93.1M 5 0.4% New
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