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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
26	Capital World Investors Los Angeles, California	$480M	+$492M	2	0.16%	New
27	Geode Capital Management Boston, Massachusetts	$429M	+$433M	11	0.38%	New
28	PNC Financial Services Group Pittsburgh, Pennsylvania	$423M	+$441M	10	0.62%	New
29	Managed Account Advisors Jersey City, New Jersey	$416M	+$414M	8	0.64%	New
30	Ninety One (UK) London, United Kingdom	$411M	+$410M	2	3.15%	New
31	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$410M	+$391M	5	3.03%	New
32	BlackRock Advisors Wilmington, Delaware	$399M	+$405M	11	0.42%	New
33	Invesco Atlanta, Georgia	$389M	+$382M	10	0.18%	New
34	Dodge & Cox San Francisco, California	$385M	+$379M	1	0.46%	New
35	VOYA Investment Management Atlanta, Georgia	$383M	+$373M	8	1.06%	New
36	BRC Blue Ridge Capital New York	$372M	+$367M	2	4.48%	New
37	OppenheimerFunds New York	$371M	+$382M	5	0.53%	New
38	Harding Loevner Bridgewater, New Jersey	$368M	+$366M	2	3.57%	New
39	Goldman Sachs New York	$342M	+$348M	10	0.13%	New
40	Bank of America Charlotte, North Carolina	$342M	+$340M	11	0.14%	New
41	MC Montag & Caldwell Atlanta, Georgia	$339M	+$352M	2	2.55%	New
42	RIM Rainier Investment Management Seattle, Washington	$339M	+$336M	4	3.07%	New
43	CCI Columbus Circle Investors	$325M	+$318M	4	2.61%	New
44	WestEnd Advisors Charlotte, North Carolina	$298M	+$301M	2	9.8%	New
45	Capital Guardian Trust Los Angeles, California	$293M	+$292M	2	2.04%	New
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$289M	+$289M	12	0.24%	New
47	AB Atlas Brown Louisville, Kentucky	$286M	+$301M	2	61.11%	New
48	Allianz Asset Management Munich, Germany	$285M	+$288M	6	0.4%	New
49	Franklin Resources San Mateo, California	$280M	+$278M	4	0.16%	New
50	Credit Suisse Zurich, Switzerland	$273M	+$275M	9	0.28%	New