← 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
SEI Investments
SEI Investments
Pennsylvania
$63.1M +$30.9M 13 0.31% Increased
152
South Texas Money Management
South Texas Money Management
Texas
$62.8M +$2.4M 3 3.3% Increased
153
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$62.8M +$19.1M 4 0.27% Increased
154
Artisan Partners
Artisan Partners
Wisconsin
$62.4M -$3.11M 1 0.13% Reduced
155
Two Sigma Advisers
Two Sigma Advisers
New York
$62.4M -$27.6M 7 0.24% Reduced
156
Royce & Associates
Royce & Associates
New York
$62.1M +$4.28M 5 0.4% Increased
157
Canada Life
Canada Life
Manitoba, Canada
$61.9M +$9.59M 10 0.17% Increased
158
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$61.6M -$25.4M 6 0.48% Reduced
159
ProShare Advisors
ProShare Advisors
Maryland
$60.2M +$8.31M 7 0.67% Increased
160
LT
Lindsell Train
United Kingdom
$60.1M +$2.2M 1 2.95% Increased
161
Nordea Investment Management
Nordea Investment Management
Sweden
$58.3M +$31.9M 7 0.15% Increased
162
BOI
Bank of Italy
Italy
$56.5M +$15.5M 1 3.71% Increased
163
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$56.5M +$15M 4 0.34% Increased
164
KBC Group
KBC Group
Belgium
$55.1M +$24.5M 10 0.55% Increased
165
Capital International Investors
Capital International Investors
California
$53.7M +$35.7M 2 0.08% Increased
166
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$53.7M -$311K 6 1.49% Reduced
167
Axa
Axa
France
$53.3M +$20.1M 5 0.25% Increased
168
WBC
Westpac Banking Corp
Australia
$52.3M +$21.9M 6 0.49% Increased
169
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$50.7M -$6.87M 10 0.23% Reduced
170
Alyeska Investment Group
Alyeska Investment Group
Illinois
$50.5M +$23.9M 2 0.42% Increased
171
Westfield Capital Management
Westfield Capital Management
Massachusetts
$49.8M +$13.8M 1 0.44% Increased
172
Markel Group
Markel Group
Virginia
$48.5M $0 2 1.17% Maintained
173
Millennium Management
Millennium Management
New York
$48.4M -$1.18B 10 0.1% Reduced
174
HMP
HS Management Partners
New York
$48.1M +$51.1M 1 1.79% New
175
ACI
AMP Capital Investors
Australia
$47.8M +$7.27M 8 0.29% Increased