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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
126	JC Joho Capital New York	$105M	-$6.98M	1	7.85%	Reduced
127	Principal Financial Group Des Moines, Iowa	$104M	-$5.85M	9	0.21%	Reduced
128	Amundi Asset Management US Boston, Massachusetts	$102M	-$8.1M	3	0.41%	Reduced
129	BNP Paribas Asset Management Paris, France	$100M	+$29.8M	3	0.75%	Increased
130	Kornitzer Capital Management Shawnee Mission, Kansas	$99.9M	+$3.92M	2	1.17%	Increased
131	Two Sigma Advisers New York	$98.2M	+$67.2M	6	1.17%	Increased
132	Citigroup New York	$96.8M	-$35M	11	0.09%	Reduced
133	Aristotle Capital Management Los Angeles, California	$94.8M	+$24.6M	1	1.9%	Increased
134	TimesSquare Capital Management New York	$94.2M	-$2.61M	3	0.53%	Reduced
135	Egerton Capital (UK) London, United Kingdom	$94.2M	-$58.5M	1	1.72%	Reduced
136	Chilton Investment Company Stamford, Connecticut	$93.1M	+$10.4M	2	2.57%	Increased
137	Gabelli Funds Rye, New York	$90.1M	+$6.67M	7	0.51%	Increased
138	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$89.2M	+$1.4M	1	0.67%	Increased
139	Coatue Management New York	$88.2M	+$73.2M	1	0.9%	Increased
140	State of Wisconsin Investment Board Madison, Wisconsin	$88.2M	-$15.6M	7	0.36%	Reduced
141	First Pacific Advisors El Segundo, California	$87.9M	-$23.1M	1	0.91%	Reduced
142	Barclays London, United Kingdom	$87.9M	+$13.8M	9	0.1%	Increased
143	Schroder Investment Management Group London, United Kingdom	$86.2M	+$2.7M	6	0.21%	Increased
144	Axiom Investors Greenwich, Connecticut	$85.1M	+$6.04M	2	2.72%	Increased
145	Baillie Gifford & Co Edinburgh, United Kingdom	$82.4M	+$5.3M	1	0.21%	Increased
146	Swiss National Bank Zurich, Switzerland	$82.3M	+$15.5M	9	0.34%	Increased
147	AB Atlas Brown Louisville, Kentucky	$80.6M	-$212M	2	60.42%	Reduced
148	AGA Altrinsic Global Advisors Stamford, Connecticut	$80.3M	+$81.1M	1	1.37%	New
149	Discovery Capital Management South Norwalk, Connecticut	$79.4M	-$15.2M	1	0.7%	Reduced
150	GH GAM Holding Zurich, Switzerland	$77.6M	+$23.6M	5	1.45%	Increased