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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	BOI Bank of Italy Rome, Italy	$104M	-$21M	1	5.28%	Reduced
127	TD Asset Management Toronto, Ontario, Canada	$103M	-$2.59M	8	0.16%	Reduced
128	Gabelli Funds Rye, New York	$102M	-$2.17M	6	0.64%	Reduced
129	William Blair Investment Management Chicago, Illinois	$102M	+$4.73M	1	0.43%	Increased
130	State of Wisconsin Investment Board Madison, Wisconsin	$102M	-$130K	9	0.29%	Reduced
131	Marshall Wace North America New York	$102M	+$73.1M	11	0.72%	Increased
132	ProShare Advisors Bethesda, Maryland	$99.5M	+$1.31M	7	0.6%	Increased
133	SEI Investments Oaks, Pennsylvania	$99.1M	+$670K	12	0.33%	Increased
134	Envestnet Asset Management Chicago, Illinois	$98M	+$1.51M	10	0.13%	Increased
135	LSCM Light Street Capital Management Palo Alto, California	$96.5M	+$29.9M	1	6.45%	Increased
136	Balyasny Asset Management Chicago, Illinois	$95.4M	+$22.9M	10	0.63%	Increased
137	GGHC Gilder Gagnon Howe & Co New York	$93.9M	+$17.6M	1	1%	Increased
138	Ninety One (UK) London, United Kingdom	$93.2M	-$65.3M	2	0.37%	Reduced
139	Lord, Abbett & Co Jersey City, New Jersey	$92.6M	+$19.7M	4	0.31%	Increased
140	Canada Life Winnipeg, Manitoba, Canada	$92.2M	-$17.2M	12	0.24%	Reduced
141	Jupiter Investment Management London, United Kingdom	$89.6M	-$187M	3	0.83%	Reduced
142	Temasek Holdings Singapore	$87.6M	-$27.2M	1	0.61%	Reduced
143	Bahl & Gaynor Cincinnati, Ohio	$87M	+$1.11M	3	0.8%	Increased
144	Federated Hermes Pittsburgh, Pennsylvania	$86.1M	+$25.5M	12	0.21%	Increased
145	UH Unigestion Holding Geneva, Switzerland	$84.3M	-$8.93M	3	2.25%	Reduced
146	Man Group London, United Kingdom	$84.2M	+$2.21M	9	0.32%	Increased
147	Ceredex Value Advisors Orlando, Florida	$79.8M	+$73.7M	2	0.98%	Increased
148	Whale Rock Capital Management Boston, Massachusetts	$79.5M	+$66.2M	1	1.43%	New
149	Adage Capital Partners Boston, Massachusetts	$79.4M	+$8.32M	5	0.2%	Increased
150	Congress Asset Management Boston, Massachusetts	$79.4M	-$2.09M	3	1.04%	Reduced