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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	AIG American International Group New York	$520M	+$22.2M	12	2.18%	Increased
27	Bank of America Charlotte, North Carolina	$496M	+$6.21M	14	0.12%	Increased
28	Flossbach Von Storch Cologne, Germany	$470M	+$58.1M	2	8.08%	Increased
29	Franklin Resources San Mateo, California	$466M	+$71.7M	6	0.25%	Increased
30	Massachusetts Financial Services Boston, Massachusetts	$458M	+$126M	2	0.23%	Increased
31	Janus Henderson Investors US Denver, Colorado	$447M	+$30.9M	8	0.38%	Increased
32	VOYA Investment Management Atlanta, Georgia	$445M	+$48.9M	12	1.1%	Increased
33	Schroder Investment Management Group London, United Kingdom	$440M	+$22.1M	7	0.88%	Increased
34	UBS AM Chicago, Illinois	$420M	-$35.3M	11	0.48%	Reduced
35	Lazard Asset Management New York	$399M	+$420M	5	0.84%	Increased
36	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$357M	-$192M	14	0.55%	Reduced
37	Dimensional Fund Advisors Austin, Texas	$335M	+$20.7M	13	0.19%	Increased
38	AQR Capital Management Greenwich, Connecticut	$332M	+$40M	11	0.59%	Increased
39	Jennison Associates New York	$328M	+$40.4M	2	0.36%	Increased
40	AllianceBernstein Nashville, Tennessee	$321M	-$131M	12	0.28%	Reduced
41	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$319M	-$2.02M	2	2.67%	Reduced
42	ABI Abrams Bison Investments Bethesda, Maryland	$305M	+$249M	1	28.3%	Increased
43	AL AJO LP Philadelphia, Pennsylvania	$287M	+$47.9M	4	1.28%	Increased
44	BP BBR Partners New York	$286M	-$9.38M	2	47.59%	Reduced
45	APG Asset Management Amsterdam, Netherlands	$286M	+$61.2M	6	0.54%	Increased
46	SAM Scopus Asset Management New York	$262M	+$78.1M	4	3.49%	Increased
47	Royal Bank of Canada Toronto, Ontario, Canada	$261M	+$64.4M	12	0.16%	Increased
48	JP Morgan Chase New York	$253M	-$9.5M	13	0.06%	Reduced
49	New York State Common Retirement Fund Albany, New York	$250M	+$19.4M	12	0.37%	Increased
50	Legal & General Group London, United Kingdom	$247M	+$10.1M	11	0.26%	Increased