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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
Samlyn Capital
Samlyn Capital
New York
$78.6M -$7.32M 2 1.57% Reduced
177
NIMI
Natixis Investment Managers International
France
$78.1M +$1.88M 2 1.59% Increased
178
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$77.9M +$4.04M 1 1.76% Increased
179
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$77.9M +$1.34M 7 0.34% Increased
180
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$77M +$4.65M 3 0.88% Increased
181
Glenview Trust
Glenview Trust
Kentucky
$76.3M +$517K 3 2.8% Increased
182
Ossiam
Ossiam
France
$74.9M +$18.5M 5 2.25% Increased
183
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$74.5M +$24.1M 9 0.48% Increased
184
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$73.5M -$24M 16 0.02% Reduced
185
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$73.4M -$6.53M 6 0.14% Reduced
186
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$71.8M -$122K 3 2.02% Reduced
187
ARGA Investment Management
ARGA Investment Management
Connecticut
$71.8M -$443K 2 3.95% Reduced
188
Panagora Asset Management
Panagora Asset Management
Massachusetts
$71.7M +$24.1M 11 0.47% Increased
189
Neuberger Berman Group
Neuberger Berman Group
New York
$70.8M -$20.7M 10 0.07% Reduced
190
Candriam SCA
Candriam SCA
Luxembourg
$70.6M -$139K 2 0.58% Reduced
191
Atreides Management
Atreides Management
Massachusetts
$69.7M +$99.6M 1 2.59% New
192
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$68.7M +$8.85M 8 0.2% Increased
193
RTM
Rizvi Traverse Management
Florida
$68.4M $0 1 93.68% Maintained
194
Glenmede Trust
Glenmede Trust
Pennsylvania
$67.3M +$23.8M 8 0.39% Increased
195
INTECH Investment Management
INTECH Investment Management
Florida
$67.2M +$67.5M 4 0.39% New
196
Twin Tree Management
Twin Tree Management
Texas
$65.8M +$19.6M 5 0.1% Increased
197
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$64.7M +$2.42M 8 0.25% Increased
198
GH
GAM Holding
Switzerland
$64.4M -$452K 6 4.28% Reduced
199
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$64M -$5.77M 15 0.39% Reduced
200
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$63.9M +$10.2M 2 0.86% Increased
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