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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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$94.4M +$6.12M 8 0.43% Increased
127
MAMU
Marathon Asset Management (UK)
United Kingdom
$94.1M -$1.71M 1 1.55% Reduced
128
ACM
Atlanta Capital Management
Georgia
$93.2M -$2.96M 2 0.53% Reduced
129
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$91.5M +$48M 11 0.47% Increased
130
OppenheimerFunds
OppenheimerFunds
New York
$90.7M +$8.76M 11 0.11% Increased
131
William Blair Investment Management
William Blair Investment Management
Illinois
$90.5M +$28.4M 1 0.32% Increased
132
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$89.4M -$28.6M 3 1.07% Reduced
133
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$89.2M -$257K 2 1.06% Reduced
134
AL
AJO LP
Pennsylvania
$88M +$14.3M 1 0.38% Increased
135
Raymond James & Associates
Raymond James & Associates
Florida
$87.7M +$7.65M 9 0.18% Increased
136
ClearBridge Investments
ClearBridge Investments
New York
$87.1M -$629K 5 0.08% Reduced
137
TD Asset Management
TD Asset Management
Ontario, Canada
$87M -$9.46M 8 0.13% Reduced
138
LT
Lindsell Train
United Kingdom
$86.7M +$8.78M 1 2.92% Increased
139
Putnam Investments
Putnam Investments
Massachusetts
$85.8M -$3.07M 3 0.2% Reduced
140
South Texas Money Management
South Texas Money Management
Texas
$85.6M +$2.45M 2 4.06% Increased
141
Neuberger Berman Group
Neuberger Berman Group
New York
$78.1M -$11.7M 6 0.1% Reduced
142
Korea Investment Corp
Korea Investment Corp
South Korea
$77.5M -$13.7M 6 0.36% Reduced
143
First Eagle Investment Management
First Eagle Investment Management
New York
$77.5M -$126M 2 0.17% Reduced
144
ProShare Advisors
ProShare Advisors
Maryland
$77.4M +$562K 7 0.71% Increased
145
Miller Howard Investments
Miller Howard Investments
New York
$77M -$2.57M 1 1.59% Reduced
146
Axa
Axa
France
$76.8M +$33.9M 5 0.33% Increased
147
GAMCO Investors
GAMCO Investors
Connecticut
$76.3M -$670K 3 0.47% Reduced
148
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$75.7M +$58.6M 11 0.55% Increased
149
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$75.6M -$17M 4 0.41% Reduced
150
Canada Life
Canada Life
Manitoba, Canada
$75.3M +$3.91M 10 0.19% Increased