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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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$153M -$4.66M 12 0.29% Reduced
152
Envestnet Asset Management
Envestnet Asset Management
Illinois
$152M +$9.37M 14 0.09% Increased
153
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$151M +$25.2M 7 0.55% Increased
154
SIG
Senator Investment Group
New York
$147M +$52.2M 2 2.79% Increased
155
Saturna Capital
Saturna Capital
Washington
$146M $0 1 3% Maintained
156
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$146M +$19.9M 4 0.9% Increased
157
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$146M +$2.15M 2 2.04% Increased
158
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$144M -$4.97M 10 0.3% Reduced
159
ARGA Investment Management
ARGA Investment Management
Connecticut
$144M +$26.8K 2 11.37% Increased
160
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$143M +$2.82M 2 1.45% Increased
161
Wasatch Advisors
Wasatch Advisors
Utah
$141M +$78.9M 2 0.57% Increased
162
National Pension Service
National Pension Service
South Korea
$140M +$1.63M 2 0.27% Increased
163
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$140M -$1.39M 2 4.1% Reduced
164
Korea Investment Corp
Korea Investment Corp
South Korea
$138M +$3.67M 3 0.39% Increased
165
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$136M +$524K 10 0.28% Increased
166
Marshall Wace North America
Marshall Wace North America
New York
$129M +$924K 12 0.54% Increased
167
Samlyn Capital
Samlyn Capital
New York
$129M -$10.4M 3 1.89% Reduced
168
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$126M +$14.2M 1 0.62% Increased
169
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$126M -$76K 16 0.11% Reduced
170
London Company of Virginia
London Company of Virginia
Virginia
$124M +$3.44M 1 0.66% Increased
171
Point72 Asset Management
Point72 Asset Management
Connecticut
$123M -$162M 7 0.55% Reduced
172
Pendal Group
Pendal Group
Australia
$123M +$2.22M 2 1.13% Increased
173
FIG
Fortress Investment Group
New York
$123M -$19.7M 1 5.07% Reduced
174
Federated Hermes
Federated Hermes
Pennsylvania
$122M +$12.2M 14 0.23% Increased
175
Axiom Investors
Axiom Investors
Connecticut
$122M +$21.9M 1 1.96% Increased