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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	LPU Lansdowne Partners (UK) London, United Kingdom	$85.3M	+$5.63M	2	0.67%	Increased
127	Chevy Chase Trust Bethesda, Maryland	$84.7M	+$8.77M	7	0.48%	Increased
128	Lazard Asset Management New York	$84.4M	+$32M	4	0.18%	Increased
129	Jupiter Investment Management London, United Kingdom	$84.2M	-$33.7M	2	1.72%	Reduced
130	Robeco Institutional Asset Management Rotterdam, Netherlands	$83.9M	-$31.2M	6	0.67%	Reduced
131	GH GAM Holding Zurich, Switzerland	$82M	-$13.9M	4	1.37%	Reduced
132	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$80.3M	-$136M	1	0.77%	Reduced
133	Capital Fund Management (CFM) Paris, France	$77.8M	+$46.8M	6	0.76%	Increased
134	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$77M	+$13M	2	1.52%	Increased
135	HMP HS Management Partners New York	$76.5M	-$29.3M	1	3.05%	Reduced
136	ACM Atlanta Capital Management Atlanta, Georgia	$76.3M	-$10.1M	2	0.54%	Reduced
137	State of Wisconsin Investment Board Madison, Wisconsin	$75.9M	-$9.45M	7	0.3%	Reduced
138	Mackenzie Financial Toronto Ontario, Ontario, Canada	$75.6M	+$19.7M	3	0.69%	Increased
139	Numeric Investors Boston, Massachusetts	$75M	+$54.3M	4	0.79%	Increased
140	MP MSD Partners New York	$74.5M	-$6.6M	1	3.9%	Reduced
141	Barclays London, United Kingdom	$73.6M	-$3.15M	13	0.11%	Reduced
142	O'Shaughnessy Asset Management Stamford, Connecticut	$72.1M	+$33M	6	1.81%	Increased
143	NFA Nationwide Fund Advisors Columbus, Ohio	$70.2M	+$7.72M	12	0.3%	Increased
144	Royce & Associates New York	$68.2M	+$14M	6	0.43%	Increased
145	Pictet Asset Management (UK) London, United Kingdom	$67.7M	-$3.35M	6	0.3%	Reduced
146	LT Lindsell Train London, United Kingdom	$66.9M	+$211K	1	3.96%	Increased
147	Capital International Investors Los Angeles, California	$66.8M	$0	1	0.1%	Maintained
148	GTP Global Thematic Partners New York	$66.5M	-$45.4M	1	1.42%	Reduced
149	BCMNY Buckingham Capital Management (New York) New York	$66.1M	+$10.2M	3	7.5%	Increased
150	CGM Capital Growth Management Boston, Massachusetts	$65.7M	-$19.4M	1	2.81%	Reduced