← 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
101
Envestnet Asset Management
Envestnet Asset Management
Illinois
$167M -$92.9M 13 0.07% Reduced
102
Bridgewater Associates
Bridgewater Associates
Connecticut
$165M +$10.5M 6 1.02% Increased
103
Allspring Global Investments
Allspring Global Investments
North Carolina
$164M +$3.9M 14 0.26% Increased
104
Balyasny Asset Management
Balyasny Asset Management
Illinois
$161M +$46.4M 9 0.35% Increased
105
APG Asset Management
APG Asset Management
Netherlands
$160M -$3.57M 3 0.32% Reduced
106
VanEck Associates
VanEck Associates
New York
$158M +$144M 4 0.35% Increased
107
CIP
Champlain Investment Partners
Vermont
$158M +$151M 1 0.97% New
108
KBC Group
KBC Group
Belgium
$157M +$36.7M 8 0.65% Increased
109
Harding Loevner
Harding Loevner
New Jersey
$156M +$168M 1 0.91% New
110
Natixis Advisors
Natixis Advisors
Massachusetts
$153M -$2.35M 8 0.47% Reduced
111
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$152M -$161K 10 0.72% Reduced
112
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$151M +$18.5M 9 0.23% Increased
113
HSBC Holdings
HSBC Holdings
United Kingdom
$151M +$6.91M 11 0.15% Increased
114
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$150M +$9.89M 4 1.64% Increased
115
Swedbank
Swedbank
Sweden
$149M +$47.4M 4 0.25% Increased
116
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$147M -$6.95M 13 0.21% Reduced
117
Artisan Partners
Artisan Partners
Wisconsin
$146M +$54.7M 2 0.23% Increased
118
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$143M +$2.7M 7 0.22% Increased
119
1832 Asset Management
1832 Asset Management
Ontario, Canada
$140M -$27.7M 6 0.17% Reduced
120
First Trust Advisors
First Trust Advisors
Illinois
$140M -$152M 12 0.16% Reduced
121
Janus Henderson Group
Janus Henderson Group
$136M +$17.6M 11 0.08% Increased
122
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$135M -$73M 7 0.22% Reduced
123
Jennison Associates
Jennison Associates
New York
$134M -$260M 2 0.11% Reduced
124
California Public Employees Retirement System
California Public Employees Retirement System
California
$133M -$5.94M 6 0.11% Reduced
125
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$132M -$31.2M 16 0.11% Reduced