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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
201
Pacer Advisors
Pacer Advisors
Pennsylvania
$63.4M +$2.35M 8 0.47% Increased
202
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$62.9M +$14.8M 3 0.24% Increased
203
First Trust Advisors
First Trust Advisors
Illinois
$62.1M -$196M 12 0.08% Reduced
204
GIP
Granite Investment Partners
California
$61.1M -$6.05M 3 2.55% Reduced
205
GAM
Goldentree Asset Management
New York
$60.5M -$8.95M 2 3.94% Reduced
206
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$60.1M -$6.4M 11 0.26% Reduced
207
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$59.9M -$97.8M 8 0.22% Reduced
208
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$59.8M -$16.5M 9 0.15% Reduced
209
US Bancorp
US Bancorp
Minnesota
$59.3M -$592K 16 0.11% Reduced
210
Los Angeles Capital Management
Los Angeles Capital Management
California
$59.1M +$19M 10 0.29% Increased
211
Ruffer LLP
Ruffer LLP
United Kingdom
$58.7M +$14.6M 1 2.31% Increased
212
Squarepoint
Squarepoint
New York
$58M -$26.9M 12 0.32% Reduced
213
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$57.6M -$2.84M 9 0.15% Reduced
214
CI Investments Inc
CI Investments Inc
Ontario, Canada
$53.7M -$18.9M 7 0.25% Reduced
215
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$53.6M +$28.8M 1 1.37% Increased
216
Erste Asset Management
Erste Asset Management
Austria
$53M +$4.12M 4 1.18% Increased
217
CFM
Coronation Fund Managers
South Africa
$52.9M +$23M 3 2.94% Increased
218
BCM
Bares Capital Management
Texas
$52.3M +$42.2M 1 1.91% Increased
219
Banco Santander
Banco Santander
Spain
$52.2M +$13.1M 3 0.7% Increased
220
ECM
Ensemble Capital Management
California
$52.2M -$23.7M 1 5.88% Reduced
221
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$51.3M +$27.8M 11 0.14% Increased
222
Driehaus Capital Management
Driehaus Capital Management
Illinois
$50.9M -$23.7M 1 0.82% Reduced
223
RE
RBC Europe
United Kingdom
$50.7M +$6.85M 5 2.44% Increased
224
Westwood Holdings Group
Westwood Holdings Group
Texas
$50.5M -$6.39M 2 0.55% Reduced
225
JSP
Jackson Square Partners
California
$50.4M +$34.8K 1 1.18% Increased
7 8
9
10 11