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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
176	LCP LGT Capital Partners Pfaeffikon, Switzerland	$66.4M	-$18.1M	1	4.88%	Reduced
177	Commerzbank Aktiengesellschaft Frankfurt, Germany	$65.2M	-$884K	8	0.52%	Reduced
178	Teacher Retirement System of Texas Austin, Texas	$65.1M	-$7.2M	4	0.54%	Reduced
179	Railway Pension Investments London, United Kingdom	$64M	+$3.71M	5	0.83%	Increased
180	Macquarie Group Sydney, NSW 2000, Australia	$63.4M	+$12.9M	12	0.11%	Increased
181	Virginia Retirement Systems Richmond, Virginia	$62.9M	-$522K	4	0.72%	Reduced
182	Winton Group London, United Kingdom	$62.6M	+$3.6M	7	1.22%	Increased
183	Williams Jones & Associates New York	$62.4M	+$13.8M	1	1.29%	Increased
184	Thornburg Investment Management Santa Fe, New Mexico	$62.1M	+$44.2M	2	0.6%	Increased
185	GQG Partners Ft. Lauderdale, Florida	$61M	+$29M	1	0.66%	Increased
186	Bessemer Group Woodbridge, New Jersey	$61M	-$2.87M	8	0.21%	Reduced
187	RIM Ranger Investment Management Dallas, Texas	$60.9M	+$4.75M	2	4.15%	Increased
188	SM Senvest Management New York	$59.5M	+$17.3M	1	5.22%	Increased
189	Temasek Holdings Singapore	$59.1M	-$9.65M	1	0.42%	Reduced
190	First Trust Advisors Wheaton, Illinois	$58.1M	+$2.63M	8	0.11%	Increased
191	GAMCO Investors Greenwich, Connecticut	$57.4M	-$2.3M	4	0.44%	Reduced
192	Asset Management One Tokyo, Japan	$56.3M	+$5.11M	6	0.28%	Increased
193	Rathbones Group Liverpool, United Kingdom	$56.1M	+$798K	2	1.76%	Increased
194	SG Americas Securities New York	$55.6M	+$10.6M	11	0.38%	Increased
195	Silvercrest Asset Management New York	$54.9M	-$522K	4	0.51%	Reduced
196	ECM Ensemble Capital Management San Francisco, California	$54.6M	-$13.1M	1	7.7%	Reduced
197	NN Investment Partners Holdings The Hague, Netherlands	$54.1M	-$4.24M	7	0.43%	Reduced
198	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$54M	+$2.63M	1	5.54%	Increased
199	BNP Paribas Asset Management Paris, France	$53.8M	+$3.8M	5	0.44%	Increased
200	Segall Bryant & Hamill Chicago, Illinois	$53.5M	-$509K	3	0.81%	Reduced