← 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	Congress Asset Management Boston, Massachusetts	$65.5M	-$416K	3	0.98%	Reduced
152	Commerzbank Aktiengesellschaft Frankfurt, Germany	$64.9M	+$5.44M	9	0.66%	Increased
153	Vaughan Nelson Investment Management Houston, Texas	$64.9M	-$8.2M	2	0.93%	Reduced
154	LCP LGT Capital Partners Pfaeffikon, Switzerland	$64.8M	+$1.45M	1	5.37%	Increased
155	RIM Ranger Investment Management Dallas, Texas	$64.5M	+$20.3M	2	5.26%	Increased
156	Boston Partners Boston, Massachusetts	$64.4M	+$76.8M	1	0.09%	New
157	Markel Group Glen Allen, Virginia	$62.5M	$0	2	1.19%	Maintained
158	JGC J. Goldman & Co New York	$62.1M	+$58.6M	2	4.79%	Increased
159	Aperio Group Sausalito, California	$61.9M	-$6.38M	12	0.31%	Reduced
160	ACI AMP Capital Investors Sydney, Australia	$61.9M	+$7.42M	9	0.39%	Increased
161	Balyasny Asset Management Chicago, Illinois	$61.7M	+$31.9M	7	0.44%	Increased
162	WorldQuant Millennium Advisors New York	$61.3M	-$30.6M	4	1.81%	Reduced
163	Primecap Management Pasadena, California	$60.9M	+$63.1M	2	0.05%	Increased
164	Saturna Capital Bellingham, Washington	$59.7M	$0	1	2.01%	Maintained
165	DZ Bank Frankfurt Am Main, Germany	$58.4M	-$18.3M	4	0.23%	Reduced
166	PFC Poplar Forest Capital Pasadena, California	$57.1M	+$22.5M	2	4.22%	Increased
167	Adage Capital Partners Boston, Massachusetts	$56.5M	-$37.7M	6	0.16%	Reduced
168	State of Tennessee, Department of Treasury Nashville, Tennessee	$56.1M	-$12.2M	10	0.31%	Reduced
169	Thompson Siegel & Walmsley Richmond, Virginia	$55.5M	+$31.7M	5	0.87%	Increased
170	GAMCO Investors Greenwich, Connecticut	$55.5M	-$2.38M	3	0.47%	Reduced
171	Bessemer Group Woodbridge, New Jersey	$55.1M	+$1.6M	9	0.24%	Increased
172	Teacher Retirement System of Texas Austin, Texas	$54.5M	-$44.8M	4	0.51%	Reduced
173	Federated Hermes Pittsburgh, Pennsylvania	$53M	+$32.6M	10	0.14%	Increased
174	Foresters Investment Management New York	$52.5M	+$12.6M	2	0.99%	Increased
175	First Trust Advisors Wheaton, Illinois	$52.4M	+$31M	8	0.12%	Increased