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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
51	Capital Guardian Trust Los Angeles, California	$276M	-$16.1M	2	1.91%	Reduced
52	HSBC Holdings London, United Kingdom	$273M	+$12.9M	8	0.75%	Increased
53	AllianceBernstein Nashville, Tennessee	$273M	+$29.6M	11	0.27%	Increased
54	Independent Franchise Partners London, United Kingdom	$270M	+$30.7M	1	4.57%	Increased
55	Putnam Investments Boston, Massachusetts	$259M	+$131M	7	0.69%	Increased
56	Credit Suisse Zurich, Switzerland	$254M	-$22.5M	10	0.25%	Reduced
57	Select Equity Group New York	$253M	+$40.3M	3	3.43%	Increased
58	BP BBR Partners New York	$250M	+$6.81M	2	50.7%	Increased
59	ABI Abrams Bison Investments Bethesda, Maryland	$244M	+$23.4M	1	17.99%	Increased
60	abrdn Investment Management Edinburgh, United Kingdom	$242M	+$5.66M	4	1.4%	Increased
61	Bank of America Charlotte, North Carolina	$234M	-$109M	11	0.09%	Reduced
62	Fred Alger Management New York	$233M	+$121M	2	1.29%	Increased
63	HCM Hoplite Capital Management New York	$232M	+$109M	2	8.25%	Increased
64	Prudential Financial Newark, New Jersey	$229M	+$44.5M	9	0.49%	Increased
65	Calamos Advisors Naperville, Illinois	$225M	-$56M	3	1.41%	Reduced
66	I.G. Investment Management Winnipeg, Manitoba, Canada	$223M	+$19.9M	5	0.85%	Increased
67	Dimensional Fund Advisors Austin, Texas	$221M	+$10.5M	11	0.19%	Increased
68	1832 Asset Management Toronto, Ontario, Canada	$220M	-$51.2M	4	0.97%	Reduced
69	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$216M	+$4.75M	2	2.29%	Increased
70	Legal & General Group London, United Kingdom	$210M	-$4.05M	4	0.28%	Reduced
71	Pictet Asset Management (UK) London, United Kingdom	$207M	-$66.7M	5	1.15%	Reduced
72	Russell Frank Company Seattle, Washington	$204M	+$15.7M	10	0.36%	Increased
73	Sarofim Fayez Houston, Texas	$202M	+$196M	3	0.99%	New
74	BlackRock New York	$196M	+$30.3M	11	0.37%	Increased
75	New York State Common Retirement Fund Albany, New York	$194M	-$7.18M	9	0.33%	Reduced