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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
76	CCI Columbus Circle Investors	$182M	+$11.2M	4	1.29%	Increased
77	Aristotle Capital Management Los Angeles, California	$182M	-$1.68M	1	2.14%	Reduced
78	Westfield Capital Management Boston, Massachusetts	$178M	-$34.4M	2	1.08%	Reduced
79	Russell Frank Company Seattle, Washington	$177M	+$26.5M	10	0.28%	Increased
80	abrdn Investment Management Edinburgh, United Kingdom	$173M	-$16.6M	1	0.73%	Reduced
81	Parametric Portfolio Associates Seattle, Washington	$171M	+$14.3M	11	0.33%	Increased
82	Fidelity International Hamilton, Bermuda	$161M	+$22.9M	4	0.51%	Increased
83	Millennium Management New York	$158M	+$35.6M	11	0.3%	Increased
84	Royal Bank of Canada Toronto, Ontario, Canada	$158M	-$3.55M	11	0.11%	Reduced
85	First Trust Advisors Wheaton, Illinois	$158M	+$20.4M	7	0.41%	Increased
86	Farallon Capital Management San Francisco, California	$157M	+$12.3M	1	2.11%	Increased
87	Two Sigma Investments New York	$154M	-$29.7M	7	0.72%	Reduced
88	GC Greenlight Capital New York	$152M	+$204M	1	1.91%	New
89	AB Atlas Brown Louisville, Kentucky	$149M	-$168M	2	57.92%	Reduced
90	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$149M	-$2.27M	6	0.34%	Reduced
91	Gabelli Funds Rye, New York	$147M	+$403K	6	0.77%	Increased
92	GTP Global Thematic Partners New York	$147M	-$11.3M	1	1.96%	Reduced
93	BlackRock New York	$146M	-$26.3M	12	0.22%	Reduced
94	Soroban Capital Partners New York	$146M	+$21M	1	1%	Increased
95	Brandywine Global Investment Management Philadelphia, Pennsylvania	$145M	+$114M	3	0.91%	Increased
96	APG Asset Management Amsterdam, Netherlands	$144M	+$50.2M	6	0.29%	Increased
97	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$137M	-$3.06M	12	0.33%	Reduced
98	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$135M	+$2.78M	4	0.24%	Increased
99	MP MSD Partners New York	$134M	$0	1	2.7%	Maintained
100	Samlyn Capital New York	$134M	-$79.3M	1	2.12%	Reduced