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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
Aperio Group
Aperio Group
California
$83.7M +$972K 12 0.34% Increased
152
Bahl & Gaynor
Bahl & Gaynor
Ohio
$83.5M -$10.8M 3 0.62% Reduced
153
National Pension Service
National Pension Service
South Korea
$82.9M +$2.62M 3 0.28% Increased
154
Frontier Capital Management
Frontier Capital Management
Massachusetts
$80.5M +$40.3M 1 0.61% Increased
155
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$78.8M +$15.1M 14 0.16% Increased
156
GH
GAM Holding
Switzerland
$77.7M +$17.6M 6 3.03% Increased
157
Korea Investment Corp
Korea Investment Corp
South Korea
$77.4M +$33.6M 4 0.33% Increased
158
Capital International Investors
Capital International Investors
California
$77.2M +$13.3K 2 0.03% Increased
159
Man Group
Man Group
United Kingdom
$75.6M -$9.05K 9 0.27% Reduced
160
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$75.5M -$4.22M 7 0.66% Reduced
161
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$74.4M +$15.5M 7 0.16% Increased
162
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$74.1M -$12.4M 3 0.51% Reduced
163
EA
Echinus Advisors
New York
$74M +$2.59M 1 7.44% Increased
164
Point72 Asset Management
Point72 Asset Management
Connecticut
$73M -$201M 9 0.38% Reduced
165
Markel Group
Markel Group
Virginia
$72.6M $0 2 1.12% Maintained
166
CCI
Columbus Circle Investors
$72.3M +$13.3M 3 1.93% Increased
167
Primecap Management
Primecap Management
California
$72.2M +$14.6M 2 0.05% Increased
168
DZ Bank
DZ Bank
Germany
$72.1M +$4.57M 4 0.22% Increased
169
1832 Asset Management
1832 Asset Management
Ontario, Canada
$70.9M +$39.8M 3 0.23% Increased
170
Adage Capital Partners
Adage Capital Partners
Massachusetts
$70.4M -$13.2M 4 0.18% Reduced
171
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$70.1M +$4.34M 1 0.93% Increased
172
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$68.5M +$8.33M 4 0.5% Increased
173
ACI
AMP Capital Investors
Australia
$68.4M +$810K 9 0.38% Increased
174
Gotham Asset Management
Gotham Asset Management
New York
$67.9M +$25.4M 10 1.08% Increased
175
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$67.3M +$1.72M 2 1.28% Increased