← 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
176
TI
Turner Investments
Pennsylvania
$73.8M -$42.7M 4 1.96% Reduced
177
AGA
Altrinsic Global Advisors
Connecticut
$73.5M -$2.69M 1 1.26% Reduced
178
Lazard Asset Management
Lazard Asset Management
New York
$73.4M +$5.29M 4 0.16% Increased
179
LOAMU
Lombard Odier Asset Management (USA)
New York
$73M -$4.16M 2 2.82% Reduced
180
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$72.4M -$1.74M 6 0.34% Reduced
181
ACM
Atlanta Capital Management
Georgia
$72.3M +$33M 3 0.5% Increased
182
Apex Capital Management
Apex Capital Management
Ohio
$72.2M +$1.94M 1 2.55% Increased
183
Federated Hermes
Federated Hermes
Pennsylvania
$71.2M +$13.1M 9 0.24% Increased
184
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$69.9M +$2.34M 1 1.78% Increased
185
Bessemer Group
Bessemer Group
New Jersey
$68.5M +$22.1M 7 0.46% Increased
186
SEI Trust Company
SEI Trust Company
Pennsylvania
$66.4M -$38.8M 8 0.66% Reduced
187
PGGM Investments
PGGM Investments
Netherlands
$66.3M +$46.1M 3 0.35% Increased
188
London Company of Virginia
London Company of Virginia
Virginia
$64.2M +$969K 1 0.72% Increased
189
Castleark Management
Castleark Management
Illinois
$64.2M -$24.4M 2 1.82% Reduced
190
TD Asset Management
TD Asset Management
Ontario, Canada
$63.8M -$284K 5 0.12% Reduced
191
Korea Investment Corp
Korea Investment Corp
South Korea
$63.1M +$29.2M 5 0.56% Increased
192
VM
Valinor Management
New York
$62.3M -$21.6M 1 1.91% Reduced
193
US Bancorp
US Bancorp
Minnesota
$60.9M -$2.42M 13 0.25% Reduced
194
APG Asset Management
APG Asset Management
Netherlands
$60.7M +$3M 5 0.16% Increased
195
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$60M +$13.5M 11 0.71% Increased
196
ING Group
ING Group
Netherlands
$59.4M +$23.8M 5 0.31% Increased
197
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$59.3M +$27.5M 6 0.26% Increased
198
Citigroup
Citigroup
New York
$58.4M -$18.9M 10 0.06% Reduced
199
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$58M -$17.5M 5 0.21% Reduced
200
Thomaspartners
Thomaspartners
Massachusetts
$57.7M +$12.3M 1 1.38% Increased