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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	D.E. Shaw & Co New York	$245M	+$95.9M	9	0.31%	Increased
77	Stifel Financial St. Louis, Missouri	$226M	+$13.6M	8	0.58%	Increased
78	Artisan Partners Milwaukee, Wisconsin	$221M	+$44.3M	2	0.41%	Increased
79	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$220M	-$5.98M	1	1.8%	Reduced
80	Sustainable Growth Advisers Stamford, Connecticut	$216M	-$12.1M	1	2.22%	Reduced
81	Capital Research Global Investors Los Angeles, California	$215M	+$10.6M	3	0.07%	Increased
82	BP BBR Partners New York	$207M	+$10M	2	33.08%	Increased
83	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$203M	+$20.6M	12	0.24%	Increased
84	Robeco Institutional Asset Management Rotterdam, Netherlands	$199M	+$15.5M	6	0.7%	Increased
85	D1 Capital Partners New York	$197M	-$47.3M	1	2.81%	Reduced
86	Panagora Asset Management Boston, Massachusetts	$196M	-$28.9M	9	0.88%	Reduced
87	IVM InterWest Venture Management San Francisco, California	$194M	+$194M	1	62.56%	New
88	Two Sigma Investments New York	$193M	+$5.79M	8	0.65%	Increased
89	JSP Jackson Square Partners Larkspur, California	$180M	+$200M	1	0.93%	Increased
90	TCM Tybourne Capital Management Hong Kong	$180M	+$195M	1	6.39%	Increased
91	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$178M	+$35.9M	6	0.44%	Increased
92	Lazard Asset Management New York	$175M	+$55.7M	4	0.28%	Increased
93	Nordea Investment Management Stockholm, Sweden	$173M	+$20.4M	5	0.39%	Increased
94	Comgest Global Investors Paris, France	$168M	+$4.53M	1	3.64%	Increased
95	PNC Financial Services Group Pittsburgh, Pennsylvania	$166M	-$5.09M	15	0.16%	Reduced
96	Jupiter Asset Management London, United Kingdom	$166M	+$4.25M	4	5.25%	Increased
97	Marshall Wace London, United Kingdom	$158M	+$23.6M	5	1.3%	Increased
98	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$157M	$0	1	77.64%	Maintained
99	Victory Capital Management San Antonio, Texas	$153M	+$24.1M	10	0.31%	Increased
100	RhumbLine Advisers Boston, Massachusetts	$149M	-$10.8M	11	0.28%	Reduced