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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
USS Investment Management
USS Investment Management
United Kingdom
$84.7M -$14.9M 1 1.3% Reduced
127
Franklin Resources
Franklin Resources
California
$83.1M -$144M 6 0.04% Reduced
128
MIHAS
Maj Invest Holding A/S
Denmark
$81.5M +$34.8M 2 5.91% Increased
129
ClearBridge Investments
ClearBridge Investments
New York
$79.3M -$3.03M 3 0.09% Reduced
130
ACM
Atlanta Capital Management
Georgia
$76.7M +$7.7M 2 0.49% Increased
131
DF Dent & Co
DF Dent & Co
Maryland
$75.9M -$3.76M 1 2.13% Reduced
132
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$74.3M -$1.19M 3 1.76% Reduced
133
Glenmede Trust
Glenmede Trust
Pennsylvania
$74.2M +$8.93M 10 0.4% Increased
134
SAM
Scopus Asset Management
New York
$72.1M -$51.9M 2 1.6% Reduced
135
Miller Howard Investments
Miller Howard Investments
New York
$72M -$4.69M 1 1.38% Reduced
136
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$71.9M +$12.1M 7 0.27% Increased
137
TD Asset Management
TD Asset Management
Ontario, Canada
$71.3M +$1.54M 8 0.12% Increased
138
GAMCO Investors
GAMCO Investors
Connecticut
$71.3M -$1.95M 4 0.45% Reduced
139
STRS Ohio
STRS Ohio
Ohio
$71.3M -$3.44M 8 0.31% Reduced
140
Balyasny Asset Management
Balyasny Asset Management
Illinois
$70.4M -$50.3M 5 0.38% Reduced
141
D.E. Shaw & Co
D.E. Shaw & Co
New York
$68.7M +$22.2M 8 0.12% Increased
142
CC
Carlson Capital
Texas
$68.6M +$56.4M 2 0.82% Increased
143
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$68.2M +$39.9M 1 0.89% Increased
144
Chilton Investment Company
Chilton Investment Company
Connecticut
$67M -$7.6M 1 2.72% Reduced
145
PGGM Investments
PGGM Investments
Netherlands
$66.1M +$2.01M 4 0.34% Increased
146
Chevy Chase Trust
Chevy Chase Trust
Maryland
$65.2M -$2.96M 8 0.35% Reduced
147
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$64.4M -$11.5M 7 0.62% Reduced
148
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$64.1M +$30.2M 5 0.19% Increased
149
First Trust Advisors
First Trust Advisors
Illinois
$63.7M -$33.5M 8 0.19% Reduced
150
CLM
ClearBridge LLC (Maryland)
Maryland
$63.7M -$18.8M 3 1.44% Reduced
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