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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
SEI Investments
SEI Investments
Pennsylvania
$111M +$7.54M 13 0.29% Increased
127
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$111M +$18.9M 11 0.52% Increased
128
Baird Financial Group
Baird Financial Group
Wisconsin
$111M -$761M 7 0.44% Reduced
129
Los Angeles Capital Management
Los Angeles Capital Management
California
$110M +$8.94M 5 0.6% Increased
130
Canada Life
Canada Life
Manitoba, Canada
$110M -$5.11M 7 0.26% Reduced
131
TD Asset Management
TD Asset Management
Ontario, Canada
$107M -$2.66M 10 0.16% Reduced
132
VOYA Investment Management
VOYA Investment Management
Georgia
$106M +$13.6M 13 0.23% Increased
133
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M -$5.64M 9 0.12% Reduced
134
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$105M -$23.3M 6 0.22% Reduced
135
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$99.9M +$24.3M 16 0.03% Increased
136
Eagle Asset Management
Eagle Asset Management
Florida
$98.4M -$5.89M 3 0.51% Reduced
137
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$97.1M -$3.74M 6 0.27% Reduced
138
Silvercrest Asset Management
Silvercrest Asset Management
New York
$96.7M +$40.9M 5 0.8% Increased
139
AC
Alatus Capital
Switzerland
$94.2M -$9.6M 1 45.34% Reduced
140
GTP
Global Thematic Partners
New York
$93.8M -$27M 3 6.51% Reduced
141
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$93M +$6.17M 3 1.2% Increased
142
National Pension Service
National Pension Service
South Korea
$92M +$4.25M 3 0.29% Increased
143
Antipodes Partners
Antipodes Partners
Australia
$92M -$22.9M 1 4.39% Reduced
144
Saturna Capital
Saturna Capital
Washington
$91.5M +$54.7K 1 2.66% Increased
145
Bahl & Gaynor
Bahl & Gaynor
Ohio
$89.9M -$711K 3 0.65% Reduced
146
Korea Investment Corp
Korea Investment Corp
South Korea
$89.6M +$6.45M 4 0.38% Increased
147
William Blair Investment Management
William Blair Investment Management
Illinois
$89.1M -$13.1M 1 0.38% Reduced
148
Congress Asset Management
Congress Asset Management
Massachusetts
$88.6M -$2.96M 3 1.14% Reduced
149
SM
Senvest Management
New York
$88.6M +$30.6M 1 7.64% Increased
150
Aperio Group
Aperio Group
California
$87.8M +$2.71M 12 0.35% Increased