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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	BP BBR Partners New York	$134M	-$14M	2	28.42%	Reduced
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$133M	-$9.06M	11	0.28%	Reduced
78	GTP Global Thematic Partners New York	$132M	+$4.41M	2	4.24%	Increased
79	RhumbLine Advisers Boston, Massachusetts	$130M	-$341K	11	0.3%	Reduced
80	Sculptor Capital New York	$127M	-$3.71M	2	0.67%	Reduced
81	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$126M	-$65.4M	15	0.15%	Reduced
82	USS Investment Management London, United Kingdom	$124M	+$17.9M	2	1.16%	Increased
83	Renaissance Technologies New York	$123M	+$4.87M	11	0.16%	Increased
84	First Manhattan New York	$122M	-$5.22M	7	0.71%	Reduced
85	MC Montag & Caldwell Atlanta, Georgia	$120M	-$10M	1	3.54%	Reduced
86	UBS Group Zurich, Switzerland	$120M	+$8.64M	16	0.06%	Increased
87	TCW Group Los Angeles, California	$118M	-$10.2M	2	0.98%	Reduced
88	CCI Columbus Circle Investors	$117M	+$70.9M	3	1.93%	Increased
89	Stonehage Fleming Financial Services St. Helier, Jersey	$117M	+$1.97M	3	7.12%	Increased
90	Russell Investments Group London, United Kingdom	$116M	-$4.73M	13	0.21%	Reduced
91	Fred Alger Management New York	$115M	+$96.4M	4	0.55%	Increased
92	Prudential Financial Newark, New Jersey	$114M	+$3.35M	10	0.17%	Increased
93	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$114M	-$65.4M	2	16.34%	Reduced
94	Barclays London, United Kingdom	$114M	+$11.9M	14	0.12%	Increased
95	MP MSD Partners New York	$111M	$0	1	6.89%	Maintained
96	TP Thunderbird Partners London, United Kingdom	$110M	+$19.8M	1	12.91%	Increased
97	Alyeska Investment Group Chicago, Illinois	$109M	+$923K	2	0.91%	Increased
98	PFC Poplar Forest Capital Pasadena, California	$109M	-$9.9M	3	9.36%	Reduced
99	New York State Teachers Retirement System (NYSTRS) Albany, New York	$108M	-$2.32M	10	0.28%	Reduced
100	HSBC Holdings London, United Kingdom	$108M	-$2.35M	8	0.2%	Reduced