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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
Russell Frank Company
Russell Frank Company
Washington
$81.4M -$50.3M 10 0.14% Reduced
127
Miller Howard Investments
Miller Howard Investments
New York
$80M -$9.78M 1 1.43% Reduced
128
Chilton Investment Company
Chilton Investment Company
Connecticut
$78.6M +$8.44M 1 2.76% Increased
129
ACM
Atlanta Capital Management
Georgia
$75.7M -$4.71M 2 0.55% Reduced
130
Korea Investment Corp
Korea Investment Corp
South Korea
$75.2M +$6.21M 6 0.52% Increased
131
MP
MSD Partners
New York
$75M -$5.42M 1 3.18% Reduced
132
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$74.5M +$1.34M 1 2.73% Increased
133
Melvin Capital Management
Melvin Capital Management
New York
$74.2M +$45M 1 3.51% Increased
134
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$73.8M +$1.4M 5 1.96% Increased
135
CLM
ClearBridge LLC (Maryland)
Maryland
$73.7M -$5.12M 2 1.41% Reduced
136
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$72.2M +$2.67M 2 2.55% Increased
137
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$71.1M -$10.7M 2 16.37% Reduced
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$70.5M -$8.12M 8 0.27% Reduced
139
STRS Ohio
STRS Ohio
Ohio
$70.2M +$26.2M 10 0.31% Increased
140
AB
Atlas Brown
Kentucky
$69.9M -$62.8M 2 44.52% Reduced
141
LT
Lindsell Train
United Kingdom
$68.8M $0 1 4.12% Maintained
142
Chevy Chase Trust
Chevy Chase Trust
Maryland
$68.8M +$234K 7 0.4% Increased
143
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$68.1M -$18.9M 6 0.29% Reduced
144
Barclays
Barclays
United Kingdom
$68M -$30.2M 11 0.08% Reduced
145
John W. Bristol & Co
John W. Bristol & Co
New York
$67.1M +$16.3M 1 1.76% Increased
146
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$65.5M -$24.9M 6 0.18% Reduced
147
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$65.4M -$15.3M 3 0.2% Reduced
148
ARGA Investment Management
ARGA Investment Management
Connecticut
$64.4M +$15M 3 21.51% Increased
149
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$62.1M -$29.4M 7 0.18% Reduced
150
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$61.4M +$1.33M 3 0.38% Increased
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