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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
CI Investments Inc
CI Investments Inc
Ontario, Canada
$54.9M -$975K 2 0.54% Reduced
177
AMF Tjänstepension
AMF Tjänstepension
Sweden
$53.5M +$11.2M 1 0.59% Increased
178
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$53.5M +$1.02M 6 1.52% Increased
179
USAA
United Services Automobile Association
Texas
$52.3M +$10.4M 8 0.15% Increased
180
River Road Asset Management
River Road Asset Management
Kentucky
$50.7M -$7.42K 1 0.99% Reduced
181
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$49.9M +$10.1M 7 0.26% Increased
182
National Pension Service
National Pension Service
South Korea
$49.6M +$1.92M 3 0.27% Increased
183
Saturna Capital
Saturna Capital
Washington
$49.5M $0 1 1.6% Maintained
184
YCMGA
York Capital Management Global Advisors
New York
$49.4M -$49.1M 1 1.07% Reduced
185
CLM
ClearBridge LLC (Maryland)
Maryland
$48M -$37.1M 2 1.04% Reduced
186
Comerica Bank
Comerica Bank
Texas
$47.8M +$2.68M 11 0.35% Increased
187
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$47.1M +$18.4M 1 2.23% Increased
188
WBC
Westpac Banking Corp
Australia
$46.8M +$22.2M 8 1.03% Increased
189
First Trust Advisors
First Trust Advisors
Illinois
$45.9M -$15.8M 10 0.12% Reduced
190
SG Americas Securities
SG Americas Securities
New York
$44.4M +$6.84M 12 0.39% Increased
191
Glenmede Trust
Glenmede Trust
Pennsylvania
$44.4M -$12.5M 12 0.19% Reduced
192
Capital International Investors
Capital International Investors
California
$44.3M -$2.78M 2 0.05% Reduced
193
HL Financial Services
HL Financial Services
Kentucky
$44.3M -$896K 2 0.86% Reduced
194
DS
Dalal Street
Texas
$44M $0 1 10.66% Maintained
195
Bahl & Gaynor
Bahl & Gaynor
Ohio
$43.9M -$509K 3 0.48% Reduced
196
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$43.7M -$1.18M 2 1.02% Reduced
197
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.4M -$1.26M 9 0.23% Reduced
198
Suntrust Banks
Suntrust Banks
Georgia
$41.6M +$773K 6 0.25% Increased
199
JGC
J. Goldman & Co
New York
$40.9M +$35.5M 5 2.06% Increased
200
AIG
American International Group
New York
$40.1M -$1.82M 10 0.14% Reduced