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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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$93.1M -$298K 4 0.65% Reduced
152
Aperio Group
Aperio Group
California
$92.9M -$250K 11 0.33% Reduced
153
Two Sigma Investments
Two Sigma Investments
New York
$90.6M -$28.3M 8 0.27% Reduced
154
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$90M -$18M 13 0.03% Reduced
155
ClearBridge Investments
ClearBridge Investments
New York
$88.6M +$13M 8 0.07% Increased
156
Viking Global Investors
Viking Global Investors
Connecticut
$88.5M +$94.2M 1 0.41% New
157
Congress Asset Management
Congress Asset Management
Massachusetts
$87.4M -$4.37M 3 1.06% Reduced
158
National Pension Service
National Pension Service
South Korea
$86.5M -$9.59M 2 0.24% Reduced
159
ACI
AMP Capital Investors
Australia
$85.9M +$16.4M 9 0.47% Increased
160
Markel Group
Markel Group
Virginia
$85M $0 2 1.18% Maintained
161
CIP
Champlain Investment Partners
Vermont
$83.6M -$40.5M 1 0.61% Reduced
162
Causeway Capital Management
Causeway Capital Management
California
$83.5M +$23.2M 1 0.9% Increased
163
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$81.4M +$33.5M 3 0.51% Increased
164
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$81.3M +$76.7M 10 0.21% New
165
BOI
Bank of Italy
Italy
$80.6M $0 1 4.02% Maintained
166
Canada Life
Canada Life
Manitoba, Canada
$80.3M -$34.5M 13 0.17% Reduced
167
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$79.7M +$4.18M 8 0.13% Increased
168
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$79.6M +$4.96M 1 1.52% Increased
169
JSP
Jackson Square Partners
California
$78.4M -$268K 1 0.41% Reduced
170
GP
Galileo PTC
British Virgin Islands
$78M $0 1 70.47% Maintained
171
GH
GAM Holding
Switzerland
$76.7M +$533K 7 3.62% Increased
172
Bessemer Group
Bessemer Group
New Jersey
$76.2M -$483K 8 0.25% Reduced
173
First Trust Advisors
First Trust Advisors
Illinois
$76.2M -$40.7M 10 0.13% Reduced
174
LCP
LGT Capital Partners
Switzerland
$73.9M +$1.08M 1 4.38% Increased
175
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$73.4M -$93.8M 3 0.25% Reduced