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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
176
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$50.2M +$518K 1 1.29% Increased
177
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$49.2M +$22.2M 6 0.38% Increased
178
Capital International Investors
Capital International Investors
California
$48.2M $0 1 0.09% Maintained
179
DCM
Daruma Capital Management
New York
$48.1M -$14.4M 1 2.96% Reduced
180
ACI
AMP Capital Investors
Australia
$48M +$4.67M 6 0.35% Increased
181
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$46.1M -$11M 6 0.28% Reduced
182
RIM
Rainier Investment Management
Washington
$45.6M +$3.99M 2 1.68% Increased
183
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$45.2M +$24.7M 3 0.21% Increased
184
STRS Ohio
STRS Ohio
Ohio
$45.1M +$3.15M 10 0.21% Increased
185
Federated Hermes
Federated Hermes
Pennsylvania
$45.1M +$7.21M 9 0.15% Increased
186
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$44.8M -$19.6M 3 0.71% Reduced
187
Panagora Asset Management
Panagora Asset Management
Massachusetts
$43.9M +$26M 9 0.23% Increased
188
Marsico Capital Management
Marsico Capital Management
Colorado
$43.2M -$10.4M 1 0.45% Reduced
189
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$42.2M -$983K 1 0.75% Reduced
190
IP
Interval Partners
New York
$41.5M +$34.4M 2 5.28% Increased
191
Marshall Wace
Marshall Wace
United Kingdom
$41.1M +$36.5M 6 0.5% Increased
192
Suntrust Banks
Suntrust Banks
Georgia
$40.7M -$19.6M 7 0.28% Reduced
193
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$40.7M +$9.25M 1 0.58% Increased
194
RCM
Riverhead Capital Management
Delaware
$40.6M +$5.42M 5 0.59% Increased
195
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$40.1M +$31.2M 6 0.14% Increased
196
CCP
Clough Capital Partners
Massachusetts
$39.8M +$1.75M 1 1.72% Increased
197
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$39.3M +$399K 3 0.96% Increased
198
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$38.6M +$3.77M 6 0.24% Increased
199
MAMU
Marathon Asset Management (UK)
United Kingdom
$38.2M +$46.8K 1 0.92% Increased
200
NIMC
NWQ Investment Management Company
California
$36.5M +$2.15M 1 0.56% Increased