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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
1	Vanguard Group Malvern, Pennsylvania	$3.1B	+$3.14B	11	0.33%	New
2	Fidelity Investments Boston, Massachusetts	$2.91B	+$2.92B	9	0.48%	New
3	State Street Boston, Massachusetts	$2.55B	+$2.58B	11	0.33%	New
4	Jennison Associates New York	$2.21B	+$2.24B	3	2.48%	New
5	BlackRock Institutional Trust San Francisco, California	$1.91B	+$1.92B	11	0.39%	New
6	Lone Pine Capital Greenwich, Connecticut	$1.35B	+$1.32B	3	6.55%	New
7	Bank of New York Mellon New York	$1.09B	+$1.1B	12	0.34%	New
8	Viking Global Investors Stamford, Connecticut	$1.04B	+$999M	2	5.77%	New
9	UBS AM Chicago, Illinois	$984M	+$985M	9	1.27%	New
10	T. Rowe Price Associates Baltimore, Maryland	$953M	+$961M	7	0.25%	New
11	JP Morgan Chase New York	$929M	+$909M	10	0.3%	New
12	Northern Trust Chicago, Illinois	$895M	+$903M	12	0.32%	New
13	Ameriprise Minneapolis, Minnesota	$880M	+$865M	10	0.61%	New
14	BlackRock Fund Advisors San Francisco, California	$863M	+$868M	12	0.32%	New
15	American Century Companies Kansas City, Missouri	$788M	+$790M	8	1.04%	New
16	Wells Fargo San Francisco, California	$757M	+$752M	12	0.39%	New
17	Winslow Capital Management Minneapolis, Minnesota	$695M	+$711M	2	2.27%	New
18	Morgan Stanley New York	$642M	+$634M	11	0.32%	New
19	Wellington Management Group Boston, Massachusetts	$601M	+$597M	8	0.2%	New
20	Waddell & Reed Financial Overland Park, Kansas	$593M	+$604M	6	1.24%	New
21	TIAA CREF Investment Management New York	$572M	+$574M	10	0.47%	New
22	BlackRock Group London, United Kingdom	$541M	+$543M	9	0.41%	New
23	Norges Bank Oslo, Norway	$539M	+$541M	7	0.33%	New
24	Artisan Partners Milwaukee, Wisconsin	$534M	+$533M	3	1.15%	New
25	Brown Advisory Baltimore, Maryland	$486M	+$504M	5	1.95%	New