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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	Third Point New York	$348M	-$167M	1	2.04%	Reduced
77	Aberdeen Group Edinburgh, United Kingdom	$337M	+$974K	5	0.74%	Increased
78	Eaton Vance Management Boston, Massachusetts	$331M	+$8.17M	14	0.45%	Increased
79	Melvin Capital Management New York	$330M	-$106M	2	1.9%	Reduced
80	P Pitcairn Conshohocken, Pennsylvania	$327M	+$688K	5	21.94%	Increased
81	Boston Partners Boston, Massachusetts	$323M	-$7.03M	2	0.41%	Reduced
82	Winslow Capital Management Minneapolis, Minnesota	$323M	-$33M	1	1.25%	Reduced
83	Bank Julius Baer & Co Zurich, Switzerland	$322M	+$12.5M	3	2.04%	Increased
84	Stifel Financial St. Louis, Missouri	$318M	+$34.7M	9	0.48%	Increased
85	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$313M	+$2.27M	5	0.19%	Increased
86	Bridgewater Associates Westport, Connecticut	$311M	+$86.2M	6	2%	Increased
87	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$309M	+$7.34M	15	0.25%	Increased
88	TD Asset Management Toronto, Ontario, Canada	$305M	+$9.42M	10	0.31%	Increased
89	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$297M	-$21.9M	8	0.63%	Reduced
90	BP BBR Partners New York	$296M	+$18.5K	3	23.41%	Increased
91	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$295M	-$5.2M	2	2.49%	Reduced
92	Brown Brothers Harriman & Co New York	$287M	-$4.64M	7	1.69%	Reduced
93	MVP Miller Value Partners Sarasota, Florida	$275M	+$9.85M	4	6.55%	Increased
94	Neuberger Berman Group New York	$274M	-$103M	11	0.24%	Reduced
95	Victory Capital Management San Antonio, Texas	$274M	+$69.1M	13	0.26%	Increased
96	Mackenzie Financial Toronto Ontario, Ontario, Canada	$268M	+$19.8M	7	0.37%	Increased
97	California Public Employees Retirement System Sacramento, California	$263M	-$47.1M	7	0.2%	Reduced
98	Lord, Abbett & Co Jersey City, New Jersey	$263M	-$88.2M	5	0.63%	Reduced
99	Segall Bryant & Hamill Chicago, Illinois	$262M	+$53.3M	6	2.54%	Increased
100	DCP Darsana Capital Partners New York	$258M	+$52.1M	1	7.33%	Increased