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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
Gotham Asset Management
Gotham Asset Management
New York
$84.9M -$98.6M 7 0.83% Reduced
127
MP
MSD Partners
New York
$84.5M -$30.2M 1 2.78% Reduced
128
GH
GAM Holding
Switzerland
$83.9M -$8.27M 4 1.44% Reduced
129
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$83.6M +$18.8M 5 0.23% Increased
130
CLM
ClearBridge LLC (Maryland)
Maryland
$82.9M +$8.74M 2 1.69% Increased
131
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$82.6M +$4.42M 6 0.36% Increased
132
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$81.9M +$59.4M 3 0.25% Increased
133
Credit Agricole
Credit Agricole
France
$81.7M -$4.38M 7 0.41% Reduced
134
1832 Asset Management
1832 Asset Management
Ontario, Canada
$81.6M +$21.4M 3 0.34% Increased
135
BlackRock Japan
BlackRock Japan
Japan
$80.3M +$1.96M 8 0.32% Increased
136
Miller Howard Investments
Miller Howard Investments
New York
$79.8M -$3.66M 1 1.32% Reduced
137
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$79.1M -$8.14M 8 0.31% Reduced
138
ACM
Atlanta Capital Management
Georgia
$77.1M -$5.55M 3 0.58% Reduced
139
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$76.6M +$169K 3 1.89% Increased
140
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$73.6M +$2.3M 2 2.43% Increased
141
Adage Capital Partners
Adage Capital Partners
Massachusetts
$73.3M +$33.5M 6 0.2% Increased
142
Royce & Associates
Royce & Associates
New York
$72.2M -$3.93M 4 0.38% Reduced
143
South Texas Money Management
South Texas Money Management
Texas
$70.9M +$5.78M 4 4.28% Increased
144
AL
AJO LP
Pennsylvania
$70.7M +$37.3M 2 0.32% Increased
145
UBS Group
UBS Group
Switzerland
$68.9M -$4.06M 14 0.05% Reduced
146
Chilton Investment Company
Chilton Investment Company
Connecticut
$68.8M +$2.94M 1 2.45% Increased
147
Korea Investment Corp
Korea Investment Corp
South Korea
$68.5M +$15M 5 0.55% Increased
148
Westfield Capital Management
Westfield Capital Management
Massachusetts
$68.4M -$109M 2 0.48% Reduced
149
LT
Lindsell Train
United Kingdom
$66.9M +$1.46M 1 4.57% Increased
150
Chevy Chase Trust
Chevy Chase Trust
Maryland
$65.9M +$11.3M 7 0.41% Increased