← 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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$55.1M +$1.57M 7 0.82% Increased
152
Royce & Associates
Royce & Associates
New York
$54.2M -$1.72M 6 0.35% Reduced
153
Capital International Investors
Capital International Investors
California
$53.8M -$3.71M 2 0.07% Reduced
154
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$53M +$17.4M 7 0.29% Increased
155
PGGM Investments
PGGM Investments
Netherlands
$52.3M -$6.49M 3 0.27% Reduced
156
Glenmede Trust
Glenmede Trust
Pennsylvania
$51.3M -$17.8M 12 0.25% Reduced
157
PIP
Permian Investment Partners
Texas
$51.3M +$845K 1 7.93% Increased
158
GH
GAM Holding
Switzerland
$51M +$1.22M 5 0.81% Increased
159
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$51M -$97.4M 4 0.32% Reduced
160
Foresters Investment Management
Foresters Investment Management
New York
$50.4M +$16.3M 3 0.88% Increased
161
Comerica Bank
Comerica Bank
Texas
$49.9M +$13.7K 11 0.38% Increased
162
Aviva
Aviva
United Kingdom
$49.5M +$3.06M 8 0.28% Increased
163
Markel Group
Markel Group
Virginia
$49.4M $0 2 1.11% Maintained
164
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$49.3M -$1.15M 6 1.31% Reduced
165
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$49M +$16.1M 11 0.48% Increased
166
MCM
Marcato Capital Management
California
$48.3M -$23.1M 1 5.28% Reduced
167
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$47M +$22.3M 6 0.2% Increased
168
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47M -$17.6M 4 0.14% Reduced
169
Acadian Asset Management
Acadian Asset Management
Massachusetts
$46.9M -$2.35M 8 0.21% Reduced
170
WBC
Westpac Banking Corp
Australia
$46.7M -$1.18M 8 0.37% Reduced
171
SAM
Sentinel Asset Management
Vermont
$46.5M +$588K 2 1.1% Increased
172
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$46M +$12.1M 9 0.18% Increased
173
ACI
AMP Capital Investors
Australia
$44.8M -$4.8M 8 0.27% Reduced
174
Candriam SCA
Candriam SCA
Luxembourg
$44.2M +$8.9M 6 0.86% Increased
175
CI Investments Inc
CI Investments Inc
Ontario, Canada
$44.2M +$23M 2 0.5% Increased