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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
126
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$116M +$15.9M 2 2% Increased
127
Capital Research Global Investors
Capital Research Global Investors
California
$116M -$16.7M 1 0.02% Reduced
128
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$116M -$6.59M 4 0.3% Reduced
129
SAM
Scopus Asset Management
New York
$115M -$29.8M 3 1.61% Reduced
130
DF
DNCA Finance
France
$114M +$21.3M 2 5.53% Increased
131
Tidal Investments
Tidal Investments
Wisconsin
$111M +$20M 8 0.19% Increased
132
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$109M -$5M 14 0.1% Reduced
133
Allspring Global Investments
Allspring Global Investments
North Carolina
$109M -$624K 8 0.17% Reduced
134
DSCM
Divisadero Street Capital Management
Florida
$109M +$52.2M 2 2.47% Increased
135
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$106M -$2.09M 4 0.06% Reduced
136
Neuberger Berman Group
Neuberger Berman Group
New York
$106M +$23.3M 11 0.07% Increased
137
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$105M +$11.1M 1 0.44% Increased
138
Jefferies Financial Group
Jefferies Financial Group
New York
$105M +$43.9M 3 0.69% Increased
139
Sands Capital Management
Sands Capital Management
Virginia
$104M -$2.65M 1 0.39% Reduced
140
Man Group
Man Group
United Kingdom
$102M +$7.68M 7 0.16% Increased
141
Westwood Holdings Group
Westwood Holdings Group
Texas
$101M -$10.4M 3 0.76% Reduced
142
SP
SIH Partners
Delaware
$99.7M -$112M 2 0.63% Reduced
143
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$99.3M -$54M 16 0.01% Reduced
144
Vest Financial
Vest Financial
Virginia
$97.8M +$12M 3 1.03% Increased
145
WCM
Woodson Capital Management
Connecticut
$97.3M -$2.19M 3 16.29% Reduced
146
Bridgewater Associates
Bridgewater Associates
Connecticut
$97.1M +$41.7M 5 0.4% Increased
147
SEB Asset Management
SEB Asset Management
$96.8M -$9.27M 4 0.36% Reduced
148
LT
Lindsell Train
United Kingdom
$96.4M -$17.7M 3 3.67% Reduced
149
Engineers Gate Manager
Engineers Gate Manager
New York
$96.1M +$60.8M 16 1.25% Increased
150
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$95.5M +$8.03M 14 0.18% Increased