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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	Gotham Asset Management New York	$80.5M	+$53.8M	8	1.02%	Increased
127	Susquehanna International Group Bala Cynwyd, Pennsylvania	$80.3M	-$77.9M	10	0.04%	Reduced
128	Two Sigma Investments New York	$78.9M	+$56.9M	9	0.27%	Increased
129	Artisan Partners Milwaukee, Wisconsin	$78.4M	+$4.99M	2	0.15%	Increased
130	ACM Atlanta Capital Management Atlanta, Georgia	$76.9M	-$8.1M	2	0.47%	Reduced
131	NFA Nationwide Fund Advisors Columbus, Ohio	$76.3M	-$8.49M	13	0.31%	Reduced
132	MAMU Marathon Asset Management (UK) London, United Kingdom	$73.5M	+$22.5M	1	1.61%	Increased
133	State of New Jersey Common Pension Fund D Trenton, New Jersey	$72.8M	+$7.44M	4	0.3%	Increased
134	BOI Bank of Italy Rome, Italy	$72.3M	$0	1	4.43%	Maintained
135	Chevy Chase Trust Bethesda, Maryland	$69.8M	+$4.11M	8	0.34%	Increased
136	GAMCO Investors Greenwich, Connecticut	$68.4M	-$3.87M	3	0.43%	Reduced
137	South Texas Money Management San Antonio, Texas	$67.5M	+$246K	2	3.4%	Increased
138	OppenheimerFunds New York	$66.1M	+$43.5M	11	0.08%	Increased
139	ProShare Advisors Bethesda, Maryland	$65.6M	+$4.27M	7	0.69%	Increased
140	STRS Ohio Columbus, Ohio	$65M	-$91.4K	8	0.28%	Reduced
141	LT Lindsell Train London, United Kingdom	$65M	+$3.78M	1	2.83%	Increased
142	Canada Life Winnipeg, Manitoba, Canada	$62.8M	+$2.31M	10	0.17%	Increased
143	Mackenzie Financial Toronto Ontario, Ontario, Canada	$62.3M	+$7.66M	4	0.36%	Increased
144	NN Investment Partners Holdings The Hague, Netherlands	$62.2M	+$45.5M	7	0.59%	Increased
145	BNP Paribas Asset Management Paris, France	$60.3M	-$9.31M	7	0.55%	Reduced
146	Citigroup New York	$59.2M	+$9.15M	13	0.05%	Increased
147	First Trust Advisors Wheaton, Illinois	$57.2M	-$6.86M	7	0.16%	Reduced
148	PNC Financial Services Group Pittsburgh, Pennsylvania	$56.9M	-$30.4M	13	0.06%	Reduced
149	Arrowstreet Capital Boston, Massachusetts	$56.4M	+$49.6M	2	0.21%	New
150	ARGA Investment Management Stamford, Connecticut	$55.6M	+$16.4M	4	7.97%	Increased