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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
151	WorldQuant Millennium Advisors New York	$82.3M	+$81.6M	3	3.16%	New
152	CI Investments Inc Toronto, Ontario, Canada	$80.8M	-$29.2M	2	0.63%	Reduced
153	ProShare Advisors Bethesda, Maryland	$80.4M	-$4.25M	8	0.54%	Reduced
154	Lazard Asset Management New York	$79.4M	+$25.3M	3	0.14%	Increased
155	Public Employees Retirement Association of Colorado Denver, Colorado	$78.1M	-$23.9M	11	0.51%	Reduced
156	State of Tennessee, Department of Treasury Nashville, Tennessee	$77.4M	-$32.3M	9	0.39%	Reduced
157	USAA United Services Automobile Association San Antonio, Texas	$76.8M	+$2.18M	9	0.2%	Increased
158	OppenheimerFunds New York	$73.8M	-$39.1M	13	0.09%	Reduced
159	Squarepoint New York	$73.4M	+$52.5M	8	0.97%	Increased
160	Point72 Asset Management Stamford, Connecticut	$72.2M	+$40.5M	5	0.29%	Increased
161	Congress Asset Management Boston, Massachusetts	$71.9M	-$1.22M	3	0.99%	Reduced
162	Fred Alger Management New York	$71.6M	-$5.97M	4	0.3%	Reduced
163	SFM Systematic Financial Management Teaneck, New Jersey	$69.3M	+$2.01M	6	1.69%	Increased
164	Diamond Hill Capital Management Columbus, Ohio	$69.2M	-$74M	1	0.36%	Reduced
165	STRS Ohio Columbus, Ohio	$69.1M	-$20M	11	0.3%	Reduced
166	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$68M	+$18.7M	9	0.14%	Increased
167	1832 Asset Management Toronto, Ontario, Canada	$67.8M	+$36.1M	4	0.23%	Increased
168	GH GAM Holding Zurich, Switzerland	$67.7M	+$17.1M	7	2.36%	Increased
169	South Texas Money Management San Antonio, Texas	$66.5M	-$10.8M	2	2.9%	Reduced
170	PFC Poplar Forest Capital Pasadena, California	$66.2M	-$9.74M	2	5.55%	Reduced
171	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$65.8M	+$4.92M	3	0.3%	Increased
172	AGF Investments Inc Toronto, Ontario, Canada	$65.6M	+$3.57M	1	0.67%	Increased
173	Saturna Capital Bellingham, Washington	$65.5M	$0	1	2.1%	Maintained
174	GAMCO Investors Greenwich, Connecticut	$65.2M	-$5.37M	3	0.44%	Reduced
175	PP PDT Partners New York	$64.6M	+$9.59M	6	2.45%	Increased