← All themes

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
Swiss National Bank
Swiss National Bank
Switzerland
$79.5M -$424K 10 0.3% Reduced
152
MTB
Mizuho Trust & Banking
Japan
$77.2M -$5.89M 6 0.29% Reduced
153
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$77.1M +$1.98M 6 0.31% Increased
154
Samlyn Capital
Samlyn Capital
New York
$76.7M +$907K 1 1.58% Increased
155
CLM
ClearBridge LLC (Maryland)
Maryland
$76.1M -$28.7M 3 1.42% Reduced
156
VFA
Virtus Fund Advisers
Connecticut
$75.5M -$61.9M 7 0.57% Reduced
157
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$73.9M +$2.32M 7 0.29% Increased
158
HCM
Herndon Capital Management
Georgia
$73.8M -$18.6M 2 0.97% Reduced
159
BlackRock Japan
BlackRock Japan
Japan
$73M +$80.2K 6 0.32% Increased
160
Apex Capital Management
Apex Capital Management
Ohio
$72.7M +$3.88M 1 2.19% Increased
161
Royce & Associates
Royce & Associates
New York
$70.7M +$21.7M 3 0.24% Increased
162
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$69.9M +$128K 1 1.79% Increased
163
TimesSquare Capital Management
TimesSquare Capital Management
New York
$69.9M +$1.64M 3 0.4% Increased
164
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$69.5M -$61.4M 3 0.26% Reduced
165
PGGM Investments
PGGM Investments
Netherlands
$69.2M +$5.86M 3 0.33% Increased
166
Lazard Asset Management
Lazard Asset Management
New York
$68.9M +$4.53M 5 0.15% Increased
167
US Bancorp
US Bancorp
Minnesota
$68.9M +$150K 13 0.28% Increased
168
Point72 Asset Management
Point72 Asset Management
Connecticut
$68.8M +$30.4M 3 0.52% Increased
169
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$68.8M +$1.43M 11 0.81% Increased
170
Canada Life
Canada Life
Manitoba, Canada
$67.5M -$13M 10 0.23% Reduced
171
MP
MSD Partners
New York
$67.1M +$28.9M 1 2.02% Increased
172
Chevy Chase Trust
Chevy Chase Trust
Maryland
$66.3M +$9.16M 6 0.43% Increased
173
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$65.4M $0 1 0.3% Maintained
174
ING Group
ING Group
Netherlands
$64.8M +$2.76M 5 0.38% Increased
175
TD Asset Management
TD Asset Management
Ontario, Canada
$64.4M +$3.9M 5 0.11% Increased