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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
151
Canada Life
Canada Life
Manitoba, Canada
$82.7M +$9.05M 9 0.27% Increased
152
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$82.5M +$43.1M 7 0.1% Increased
153
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$81.7M +$20.9M 1 22.19% Increased
154
EC
Eminence Capital
New York
$81.6M -$9.5M 1 1.35% Reduced
155
MCMC
Matrix Capital Management Company
New Hampshire
$80.3M +$77.1M 1 4.41% New
156
Sachem Head Capital Management
Sachem Head Capital Management
New York
$80.2M -$8.33M 1 8.19% Reduced
157
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$79M +$24.6M 5 0.4% Increased
158
APG Asset Management
APG Asset Management
Netherlands
$78.8M +$23.3M 5 0.17% Increased
159
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$78M -$318K 4 0.36% Reduced
160
Farallon Capital Management
Farallon Capital Management
California
$76.7M +$72.2M 1 1.11% New
161
Federated Hermes
Federated Hermes
Pennsylvania
$76.5M +$4.63M 9 0.24% Increased
162
BlackRock Japan
BlackRock Japan
Japan
$76.3M -$10.5M 6 0.35% Reduced
163
VM
Valinor Management
New York
$74.5M +$8.79M 1 2.03% Increased
164
CGM
Capital Growth Management
Massachusetts
$74.1M -$13.5M 1 1.97% Reduced
165
Samlyn Capital
Samlyn Capital
New York
$73.5M -$69.9M 1 1.67% Reduced
166
TimesSquare Capital Management
TimesSquare Capital Management
New York
$73.2M -$4.32M 3 0.39% Reduced
167
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$72M +$71.2M 6 0.29% New
168
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$71.8M +$46.1M 1 7.63% Increased
169
Korea Investment Corp
Korea Investment Corp
South Korea
$71.6M +$9.72M 5 0.6% Increased
170
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$70.1M +$10.2M 11 0.82% Increased
171
DL
Delta Lloyd
Netherlands
$69.5M +$19.8M 5 2.18% Increased
172
Eagle Asset Management
Eagle Asset Management
Florida
$68.6M +$5.1M 3 0.37% Increased
173
US Bancorp
US Bancorp
Minnesota
$68.6M +$10.4M 13 0.27% Increased
174
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$68.1M -$1.71M 1 1.78% Reduced
175
BAMCO Inc
BAMCO Inc
New York
$68M -$14.8M 2 0.27% Reduced