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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	Credit Suisse Zurich, Switzerland	$291M	+$17.4M	11	0.26%	Increased
52	Independent Franchise Partners London, United Kingdom	$288M	+$9.56M	1	4.57%	Increased
53	OppenheimerFunds New York	$288M	-$415M	4	0.35%	Reduced
54	Adage Capital Partners Boston, Massachusetts	$287M	+$122M	5	0.76%	Increased
55	Capital Guardian Trust Los Angeles, California	$279M	-$12M	3	1.84%	Reduced
56	BP BBR Partners New York	$279M	-$28.9K	2	50.11%	Reduced
57	WestEnd Advisors Charlotte, North Carolina	$275M	-$32.5M	2	9.95%	Reduced
58	HSBC Holdings London, United Kingdom	$273M	-$23.9M	8	0.71%	Reduced
59	abrdn Investment Management Edinburgh, United Kingdom	$271M	+$10.1M	4	1.44%	Increased
60	ABI Abrams Bison Investments Bethesda, Maryland	$268M	$0	1	19.52%	Maintained
61	Renaissance Technologies New York	$262M	-$115M	8	0.63%	Reduced
62	Deutsche Bank Frankfurt Am Main Ge, Germany	$257M	-$85.8M	12	0.18%	Reduced
63	Dimensional Fund Advisors Austin, Texas	$253M	+$12.9M	11	0.2%	Increased
64	New York State Common Retirement Fund Albany, New York	$244M	+$35.5M	10	0.38%	Increased
65	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$244M	+$3.51M	2	2.41%	Increased
66	Pictet Asset Management (UK) London, United Kingdom	$231M	+$9.4M	5	1.19%	Increased
67	California Public Employees Retirement System Sacramento, California	$229M	+$21.6M	13	0.33%	Increased
68	Fidelity International Hamilton, Bermuda	$226M	+$22.4M	4	0.91%	Increased
69	Legal & General Group London, United Kingdom	$225M	+$768K	4	0.27%	Increased
70	Capital International Investors Los Angeles, California	$216M	+$24M	1	0.67%	Increased
71	BlackRock New York	$211M	+$970K	12	0.34%	Increased
72	Bank of America Charlotte, North Carolina	$208M	-$38.7M	12	0.08%	Reduced
73	Fayez Sarofim & Co Houston, Texas	$207M	+$199M	3	0.96%	New
74	Calamos Advisors Naperville, Illinois	$201M	-$42.5M	3	1.28%	Reduced
75	Prudential Financial Newark, New Jersey	$197M	-$45.9M	9	0.39%	Reduced