← 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
126
Capital International Investors
Capital International Investors
California
$105M -$77.4M 1 0.25% Reduced
127
1832 Asset Management
1832 Asset Management
Ontario, Canada
$98.8M -$10.9M 2 0.32% Reduced
128
Chilton Investment Company
Chilton Investment Company
Connecticut
$95.7M -$8.92M 3 3.22% Reduced
129
HCM
Highfields Capital Management
Massachusetts
$94.7M $0 1 0.74% Maintained
130
Axa
Axa
France
$92.4M +$4.45M 5 0.4% Increased
131
Winton Group
Winton Group
United Kingdom
$91.3M -$2.98M 4 0.65% Reduced
132
NFA
Nationwide Fund Advisors
Ohio
$91.2M +$8.42M 12 0.39% Increased
133
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$90.9M -$20.8M 1 0.2% Reduced
134
Citigroup
Citigroup
New York
$90.8M +$32.8M 11 0.08% Increased
135
APG Asset Management
APG Asset Management
Netherlands
$89.8M +$14.4M 5 0.18% Increased
136
VM
Valinor Management
New York
$89.5M +$12.5M 1 2.49% Increased
137
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.9M -$9.19M 12 0.13% Reduced
138
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$88.5M -$700K 3 1.01% Reduced
139
Federated Hermes
Federated Hermes
Pennsylvania
$86.8M +$10.7M 9 0.28% Increased
140
GH
GAM Holding
Switzerland
$86.8M -$4.83M 5 1.26% Reduced
141
Fidelity International
Fidelity International
Bermuda
$86.4M -$17.9M 4 0.33% Reduced
142
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$86.1M +$10M 1 30.08% Increased
143
CGM
Capital Growth Management
Massachusetts
$84.9M +$8.29M 1 2.39% Increased
144
DF Dent & Co
DF Dent & Co
Maryland
$83.5M -$3.56M 1 2.08% Reduced
145
ARC
Absolute Return Capital
Massachusetts
$83.5M -$28.1M 7 1.17% Reduced
146
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$82.4M -$19.9M 5 0.3% Reduced
147
MCMC
Matrix Capital Management Company
New Hampshire
$82.4M $0 1 4.41% Maintained
148
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$81.2M +$1.57M 6 0.41% Increased
149
BCMNY
Buckingham Capital Management (New York)
New York
$80.5M +$39.8M 5 7.12% Increased
150
Balyasny Asset Management
Balyasny Asset Management
Illinois
$80.1M +$52.5M 2 0.62% Increased