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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
101	Gabelli Funds Rye, New York	$124M	-$2.47M	6	0.72%	Reduced
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$124M	-$3.39M	11	0.33%	Reduced
103	Jupiter Investment Management London, United Kingdom	$124M	+$113M	4	1.14%	New
104	Stonehage Fleming Financial Services St. Helier, Jersey	$123M	-$34.3M	1	6.72%	Reduced
105	Putnam Investments Boston, Massachusetts	$122M	+$17.8M	5	0.27%	Increased
106	ABI Abrams Bison Investments Bethesda, Maryland	$120M	$0	1	21.03%	Maintained
107	USS Investment Management London, United Kingdom	$119M	-$41.9M	1	1.38%	Reduced
108	Glenmede Trust Philadelphia, Pennsylvania	$118M	+$61.7M	12	0.49%	Increased
109	William Blair Investment Management Chicago, Illinois	$118M	+$10.7M	1	0.46%	Increased
110	TP Thunderbird Partners London, United Kingdom	$117M	$0	1	14.45%	Maintained
111	Aberdeen Group Edinburgh, United Kingdom	$116M	-$16.1M	7	0.22%	Reduced
112	AAM Ardevora Asset Management London, United Kingdom	$116M	-$8.58M	3	3.48%	Reduced
113	Axa Paris, France	$114M	+$23.1M	6	0.45%	Increased
114	Chevy Chase Trust Bethesda, Maryland	$113M	+$1.55M	8	0.49%	Increased
115	TCW Group Los Angeles, California	$113M	-$11.3M	3	0.91%	Reduced
116	DCP Darsana Capital Partners New York	$111M	-$13.4M	1	4.06%	Reduced
117	WCM Investment Management Laguna Beach, California	$109M	+$6.48M	1	1.24%	Increased
118	TD Asset Management Toronto, Ontario, Canada	$109M	+$2.92M	8	0.16%	Increased
119	CCMH Cornerstone Capital Management Holdings New York	$109M	-$10.1M	7	0.76%	Reduced
120	AL AJO LP Philadelphia, Pennsylvania	$109M	-$6.06M	1	0.47%	Reduced
121	D.E. Shaw & Co New York	$108M	-$13.3M	11	0.15%	Reduced
122	Raymond James & Associates St Petersburg, Florida	$108M	+$3.88M	9	0.2%	Increased
123	Korea Investment Corp Seoul, South Korea	$107M	+$12.6M	6	0.49%	Increased
124	LT Lindsell Train London, United Kingdom	$105M	$0	1	3.01%	Maintained
125	Teacher Retirement System of Texas Austin, Texas	$103M	+$59.8M	9	0.69%	Increased