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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	GAMCO Investors Greenwich, Connecticut	$102M	-$4.58M	7	0.53%	Reduced
127	1832 Asset Management Toronto, Ontario, Canada	$99.1M	-$3.31M	2	0.31%	Reduced
128	Mackenzie Financial Toronto Ontario, Ontario, Canada	$98.9M	+$8.46M	5	0.5%	Increased
129	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$97.7M	-$12M	1	34.95%	Reduced
130	Chilton Investment Company Stamford, Connecticut	$96.5M	-$3.14M	3	3.36%	Reduced
131	MTB Mizuho Trust & Banking Tokyo, Japan	$96.3M	+$14.2M	6	0.34%	Increased
132	Bank of Montreal Toronto, Ontario, Canada	$95.1M	-$16.2M	11	0.11%	Reduced
133	VFA Virtus Fund Advisers Hartford, Connecticut	$94.3M	+$12.1M	8	0.7%	Increased
134	BlackRock Japan Tokyo, Japan	$94M	+$16.8M	6	0.36%	Increased
135	Stifel Financial St. Louis, Missouri	$93.3M	+$65.2M	7	0.52%	Increased
136	APG Asset Management Amsterdam, Netherlands	$92.8M	-$860K	5	0.18%	Reduced
137	CC Carlson Capital Dallas, Texas	$92.6M	+$34.8M	2	0.91%	Increased
138	Fidelity International Hamilton, Bermuda	$92.5M	+$4.78M	3	0.32%	Increased
139	Federated Hermes Pittsburgh, Pennsylvania	$92.3M	-$3.35M	9	0.29%	Reduced
140	NFA Nationwide Fund Advisors Columbus, Ohio	$92.1M	-$4.33M	11	0.39%	Reduced
141	Amundi Asset Management US Boston, Massachusetts	$91.9M	+$17M	4	0.33%	Increased
142	First Pacific Advisors El Segundo, California	$91.4M	-$34.9M	1	0.73%	Reduced
143	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$90.9M	-$101M	5	0.69%	Reduced
144	GH GAM Holding Zurich, Switzerland	$90.7M	+$69K	5	1.36%	Increased
145	VM Valinor Management New York	$90.7M	-$11.7M	1	2.32%	Reduced
146	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$90.2M	+$5M	2	1.56%	Increased
147	GC GMT Capital Atlanta, Georgia	$89.4M	+$88.7M	1	2.2%	New
148	Apex Capital Management Dayton, Ohio	$88.2M	+$3.88M	1	2.35%	Increased
149	RIM Rainier Investment Management Seattle, Washington	$87.8M	-$32.7M	2	1.57%	Reduced
150	MP MSD Partners New York	$86.5M	+$2.36M	1	2.04%	Increased