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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$131M -$629K 4 0.27% Reduced
102
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$131M -$13.4M 3 0.5% Reduced
103
First Trust Advisors
First Trust Advisors
Illinois
$130M +$56.6M 10 0.54% Increased
104
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$126M -$2.8M 11 0.37% Reduced
105
Aristotle Capital Management
Aristotle Capital Management
California
$121M -$3.34M 1 1.61% Reduced
106
ACM
Atlanta Capital Management
Georgia
$119M +$51.1M 4 0.81% Increased
107
Flossbach Von Storch
Flossbach Von Storch
Germany
$118M +$108M 2 2.83% Increased
108
Congress Asset Management
Congress Asset Management
Massachusetts
$117M -$8.06M 3 2.98% Reduced
109
Maverick Capital
Maverick Capital
Texas
$116M -$199M 1 1.67% Reduced
110
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$116M +$18.8M 2 1.14% Increased
111
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$116M +$5.82M 1 0.25% Increased
112
Credit Agricole
Credit Agricole
France
$115M -$11.6M 6 0.49% Reduced
113
First Pacific Advisors
First Pacific Advisors
California
$115M $0 1 0.93% Maintained
114
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$115M -$2.84M 9 0.37% Reduced
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$115M +$16.4M 7 0.41% Increased
116
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$115M -$7.73M 4 0.89% Reduced
117
AB
Atlas Brown
Kentucky
$115M +$1.06M 2 56.65% Increased
118
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$114M +$12.8M 3 0.47% Increased
119
RIM
Rainier Investment Management
Washington
$114M -$96.4M 2 1.76% Reduced
120
GAMCO Investors
GAMCO Investors
Connecticut
$112M +$6.02M 7 0.59% Increased
121
Harding Loevner
Harding Loevner
New Jersey
$112M -$254M 1 0.83% Reduced
122
ARC
Absolute Return Capital
Massachusetts
$112M +$58.1M 8 1.31% Increased
123
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$109M +$8.82M 11 0.05% Increased
124
Calamos Advisors
Calamos Advisors
Illinois
$109M -$46M 2 0.69% Reduced
125
ClearBridge Investments
ClearBridge Investments
New York
$109M -$17.3M 6 0.12% Reduced