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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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$109M -$91.5M 4 0.34% Reduced
127
Chilton Investment Company
Chilton Investment Company
Connecticut
$106M -$51.6M 2 4.29% Reduced
128
Fidelity International
Fidelity International
Bermuda
$106M -$46.9M 4 0.4% Reduced
129
UBS
UBS
Switzerland
$104M +$16.5M 13 0.08% Increased
130
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104M -$6.4M 12 0.16% Reduced
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$103M +$36.8M 4 0.28% Increased
132
CLM
ClearBridge LLC (Maryland)
Maryland
$103M -$2.74M 4 1.93% Reduced
133
Renaissance Technologies
Renaissance Technologies
New York
$103M +$6.98M 5 0.24% Increased
134
Select Equity Group
Select Equity Group
New York
$101M -$53.1M 1 1.03% Reduced
135
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$97.9M -$10.8M 3 1.05% Reduced
136
Millennium Management
Millennium Management
New York
$96.1M -$227M 10 0.27% Reduced
137
Winton Group
Winton Group
United Kingdom
$95.4M +$98.2M 5 0.65% New
138
HCM
Highfields Capital Management
Massachusetts
$92.4M +$64.6M 1 0.68% Increased
139
BPM
Bronson Point Management
Connecticut
$91.3M +$10.1M 2 4.71% Increased
140
GH
GAM Holding
Switzerland
$90.9M +$9.07M 5 1.38% Increased
141
Sculptor Capital
Sculptor Capital
New York
$90.3M +$30.2M 2 0.27% Increased
142
Axiom Investors
Axiom Investors
Connecticut
$89.9M -$31.7M 2 2.12% Reduced
143
Capital Research Global Investors
Capital Research Global Investors
California
$89.9M +$60.6M 3 0.03% Increased
144
Axa
Axa
France
$89.4M +$32.3M 5 0.37% Increased
145
NFA
Nationwide Fund Advisors
Ohio
$89.1M -$7.38M 12 0.36% Reduced
146
HCM
Herndon Capital Management
Georgia
$89M +$2.49M 2 1.12% Increased
147
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$88M +$3.21M 3 3.09% Increased
148
DF Dent & Co
DF Dent & Co
Maryland
$84.6M -$746K 1 1.96% Reduced
149
MTB
Mizuho Trust & Banking
Japan
$83.7M -$2.19M 6 0.3% Reduced
150
Swiss National Bank
Swiss National Bank
Switzerland
$83.5M -$88.1K 10 0.31% Reduced