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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	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$82.2M	-$37.4M	4	1.74%	Reduced
127	Chevy Chase Trust Bethesda, Maryland	$81.8M	+$7.52M	8	0.39%	Increased
128	Lord, Abbett & Co Jersey City, New Jersey	$81.4M	+$25.9M	4	0.24%	Increased
129	Vaughan Nelson Investment Management Houston, Texas	$81.2M	+$53.3M	2	0.97%	Increased
130	ARGA Investment Management Stamford, Connecticut	$80.1M	+$26.4M	4	11.03%	Increased
131	Raymond James & Associates St Petersburg, Florida	$79.3M	+$32.1M	9	0.17%	Increased
132	Two Sigma Advisers New York	$78.4M	-$157M	9	0.26%	Reduced
133	NN Investment Partners Holdings The Hague, Netherlands	$76M	+$5.83M	8	0.7%	Increased
134	BNP Paribas Financial Markets Paris, France	$75.1M	-$25M	12	0.23%	Reduced
135	IVA International Value Advisers	$74.7M	-$253K	1	2.31%	Reduced
136	South Texas Money Management San Antonio, Texas	$74M	-$139K	2	3.64%	Reduced
137	ICP Indus Capital Partners New York	$73.7M	+$23.6M	1	8.08%	Increased
138	BNP Paribas Asset Management Paris, France	$73.3M	+$5.7M	7	0.65%	Increased
139	State of New Jersey Common Pension Fund D Trenton, New Jersey	$71.7M	-$8.37M	3	0.29%	Reduced
140	VFA Virtus Fund Advisers Hartford, Connecticut	$71.3M	-$92.4M	3	0.7%	Reduced
141	KBC Group Brussels, Belgium	$71.1M	-$17.9M	10	0.69%	Reduced
142	ProShare Advisors Bethesda, Maryland	$68.9M	+$192K	7	0.69%	Increased
143	LT Lindsell Train London, United Kingdom	$68.6M	+$533K	1	2.66%	Increased
144	GAMCO Investors Greenwich, Connecticut	$68.3M	-$3.36M	3	0.44%	Reduced
145	1832 Asset Management Toronto, Ontario, Canada	$65.9M	+$35.9M	1	0.3%	Increased
146	NFA Nationwide Fund Advisors Columbus, Ohio	$65.3M	-$15.3M	12	0.26%	Reduced
147	Canada Life Winnipeg, Manitoba, Canada	$64.5M	-$583K	10	0.17%	Reduced
148	HMP HS Management Partners New York	$63.2M	-$27.2M	1	2.08%	Reduced
149	Acadian Asset Management Boston, Massachusetts	$62.1M	+$9.63M	7	0.28%	Increased
150	PNC Financial Services Group Pittsburgh, Pennsylvania	$60.6M	+$40.9K	13	0.07%	Increased