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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	Two Sigma Investments New York	$84.2M	+$46.6M	5	0.36%	Increased
127	GTP Global Thematic Partners New York	$83.2M	+$19.8M	2	2.06%	Increased
128	Chevy Chase Trust Bethesda, Maryland	$82.4M	+$3.87M	7	0.46%	Increased
129	Pictet Asset Management (UK) London, United Kingdom	$81.5M	+$15.5M	6	0.32%	Increased
130	NFA Nationwide Fund Advisors Columbus, Ohio	$78.7M	+$18.4M	12	0.34%	Increased
131	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$78.7M	+$7.25M	2	1.56%	Increased
132	PCM Pennant Capital Management Summit, New Jersey	$78.2M	-$93.3M	1	2.01%	Reduced
133	Korea Investment Corp Seoul, South Korea	$76.8M	+$32.5M	6	0.46%	Increased
134	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$76.4M	+$11.7M	2	14.61%	Increased
135	ACM Atlanta Capital Management Atlanta, Georgia	$76M	+$3.91M	2	0.51%	Increased
136	TCW Group Los Angeles, California	$75.5M	+$15M	3	0.57%	Increased
137	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$75.4M	+$53.7M	9	0.31%	Increased
138	O'Shaughnessy Asset Management Stamford, Connecticut	$71.9M	+$14.5M	5	1.86%	Increased
139	DF Dent & Co Baltimore, Maryland	$71.7M	+$17.1M	1	2.01%	Increased
140	Lord, Abbett & Co Jersey City, New Jersey	$71.6M	+$15.2M	5	0.22%	Increased
141	TD Asset Management Toronto, Ontario, Canada	$71.5M	+$9.03M	8	0.13%	Increased
142	STRS Ohio Columbus, Ohio	$71.4M	+$15.8M	10	0.32%	Increased
143	Barclays London, United Kingdom	$71.1M	+$4.45M	13	0.09%	Increased
144	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$70.2M	-$21.9M	5	0.18%	Reduced
145	MP MSD Partners New York	$69.5M	$0	1	4.54%	Maintained
146	Credit Agricole Montrouge Cedex, France	$69.5M	-$38.2M	7	0.27%	Reduced
147	Aberdeen Asset Management Aberdeen, United Kingdom	$69.4M	+$8.27M	6	0.26%	Increased
148	Samlyn Capital New York	$68.8M	+$15M	2	1.64%	Increased
149	LT Lindsell Train London, United Kingdom	$67.8M	$0	1	3.69%	Maintained
150	JP Jana Partners New York	$67.5M	+$70.1M	1	1.15%	New