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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
JC
Joho Capital
New York
$111M +$56.3M 3 17.02% Increased
127
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M +$6.52M 10 0.14% Increased
128
AC
Alatus Capital
Switzerland
$108M -$46.9M 1 49.51% Reduced
129
Squarepoint
Squarepoint
New York
$108M +$51.3M 8 1.05% Increased
130
TD Asset Management
TD Asset Management
Ontario, Canada
$105M +$1.61M 9 0.16% Increased
131
VOYA Investment Management
VOYA Investment Management
Georgia
$103M -$342K 12 0.22% Reduced
132
ProShare Advisors
ProShare Advisors
Maryland
$102M -$1.53M 6 0.61% Reduced
133
UH
Unigestion Holding
Switzerland
$102M +$24.9M 3 2.71% Increased
134
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$101M +$25.1M 3 1.03% Increased
135
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$100M +$5.07M 6 0.33% Increased
136
Ninety One (UK)
Ninety One (UK)
United Kingdom
$99.6M -$1.64M 2 0.38% Reduced
137
Pendal Group
Pendal Group
Australia
$97.1M -$18.4M 5 1.35% Reduced
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$96.7M -$13.1M 7 0.27% Reduced
139
William Blair Investment Management
William Blair Investment Management
Illinois
$94.5M -$17.4M 1 0.4% Reduced
140
LSCM
Light Street Capital Management
California
$93.8M +$20.3M 2 5.07% Increased
141
Los Angeles Capital Management
Los Angeles Capital Management
California
$93.8M +$16M 6 0.5% Increased
142
Eagle Asset Management
Eagle Asset Management
Florida
$92.7M -$7.96M 3 0.47% Reduced
143
BOI
Bank of Italy
Italy
$88.3M -$33.1M 1 4.72% Reduced
144
Axiom Investors
Axiom Investors
Connecticut
$87.9M +$14M 2 2.41% Increased
145
Federated Hermes
Federated Hermes
Pennsylvania
$86.7M +$5.06M 14 0.21% Increased
146
Congress Asset Management
Congress Asset Management
Massachusetts
$85.1M -$590K 3 1.08% Reduced
147
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$84.9M +$21.1M 10 0.42% Increased
148
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$84.8M -$256M 15 0.03% Reduced
149
Saturna Capital
Saturna Capital
Washington
$84.1M +$69.4K 1 2.47% Increased
150
ClearBridge Investments
ClearBridge Investments
New York
$84M +$48.4M 7 0.07% Increased
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