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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
Axiom Investors
Axiom Investors
Connecticut
$86.8M -$5.45M 2 2.34% Reduced
152
Panagora Asset Management
Panagora Asset Management
Massachusetts
$81.7M -$102M 9 0.38% Reduced
153
Markel Group
Markel Group
Virginia
$80.1M $0 2 1.21% Maintained
154
Winton Group
Winton Group
United Kingdom
$78.4M +$17.6M 9 0.93% Increased
155
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$76.2M -$5.88M 2 0.53% Reduced
156
BOI
Bank of Italy
Italy
$74.7M -$9.31M 1 4.05% Reduced
157
GH
GAM Holding
Switzerland
$74M -$3.85M 8 3.26% Reduced
158
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$73.7M -$5.13M 7 0.71% Reduced
159
Bessemer Group
Bessemer Group
New Jersey
$71.7M +$3.3M 8 0.26% Increased
160
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$71.6M +$68.8M 1 1.47% New
161
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$71.5M -$5.62M 8 0.15% Reduced
162
Marshall Wace
Marshall Wace
United Kingdom
$71.4M -$71.5M 4 0.56% Reduced
163
Bridgewater Associates
Bridgewater Associates
Connecticut
$70.8M +$35.4M 3 0.62% Increased
164
LCP
LGT Capital Partners
Switzerland
$70.1M -$1.9M 1 4.62% Reduced
165
Rathbones Group
Rathbones Group
United Kingdom
$68.6M +$7.3M 2 1.95% Increased
166
Banco Santander
Banco Santander
Spain
$68.1M +$61.8M 1 0.66% Increased
167
ClearBridge Investments
ClearBridge Investments
New York
$66.6M +$1.04M 7 0.06% Increased
168
JSP
Jackson Square Partners
California
$65.7M -$15.1M 1 0.36% Reduced
169
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$65.6M +$16.3M 7 0.25% Increased
170
GP
Galileo PTC
British Virgin Islands
$65.1M $0 1 72.16% Maintained
171
ACI
AMP Capital Investors
Australia
$64.3M -$3.77M 9 0.36% Reduced
172
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$63.9M -$2.98M 4 0.72% Reduced
173
GQG Partners
GQG Partners
Florida
$63.5M +$5.38M 1 0.65% Increased
174
Frontier Capital Management
Frontier Capital Management
Massachusetts
$63.1M -$13.5M 1 0.49% Reduced
175
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$62.7M +$2.47M 8 0.48% Increased