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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	AC Alatus Capital Geneva, Switzerland	$110M	+$561K	1	53.45%	Increased
102	ACM Atlanta Capital Management Atlanta, Georgia	$106M	-$5.74M	2	0.59%	Reduced
103	Brown Brothers Harriman & Co New York	$105M	+$103M	6	0.8%	Increased
104	LT Lindsell Train London, United Kingdom	$103M	+$7.68M	2	2.5%	Increased
105	Causeway Capital Management Los Angeles, California	$103M	+$16.3M	1	1.23%	Increased
106	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$103M	-$11.3M	7	0.43%	Reduced
107	Russell Investments Group London, United Kingdom	$102M	-$43.2M	11	0.23%	Reduced
108	Axa Paris, France	$101M	-$38.1M	7	0.44%	Reduced
109	New York State Teachers Retirement System (NYSTRS) Albany, New York	$100M	-$7.25M	10	0.28%	Reduced
110	State Board of Administration of Florida Retirement System Tallahassee, Florida	$98.8M	+$438K	11	0.3%	Increased
111	Victory Capital Management San Antonio, Texas	$98.5M	+$23.9M	11	0.25%	Increased
112	Gabelli Funds Rye, New York	$95.4M	-$261K	6	0.65%	Reduced
113	Capital World Investors Los Angeles, California	$95.4M	-$115K	2	0.03%	Reduced
114	SEI Investments Oaks, Pennsylvania	$95M	+$6.41M	13	0.34%	Increased
115	BOI Bank of Italy Rome, Italy	$93.9M	$0	1	5.36%	Maintained
116	TD Asset Management Toronto, Ontario, Canada	$93.5M	+$3.11M	10	0.16%	Increased
117	Chevy Chase Trust Bethesda, Maryland	$91.6M	-$856K	6	0.45%	Reduced
118	Stonehage Fleming Financial Services St. Helier, Jersey	$90.8M	-$1.26M	1	5.11%	Reduced
119	Lazard Asset Management New York	$90.4M	+$23M	4	0.17%	Increased
120	Retirement Systems of Alabama Montgomery, Alabama	$89.8M	-$10.9M	7	0.5%	Reduced
121	Pendal Group Sydney, Australia	$87.5M	-$2.28M	5	1.4%	Reduced
122	Canada Life Winnipeg, Manitoba, Canada	$87.4M	-$205K	12	0.25%	Reduced
123	ProShare Advisors Bethesda, Maryland	$87.3M	+$8.68M	7	0.61%	Increased
124	Two Sigma Investments New York	$87M	-$63.2M	7	0.34%	Reduced
125	PNC Financial Services Group Pittsburgh, Pennsylvania	$86.9M	-$2.96M	13	0.1%	Reduced