Consumption disruption in 2019?
The U.S. consumer has been a significant contributor to domestic economic growth in 2018. Will consumer consumption be hit by inflation in 2019?
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Top 10 holdings (%) as of 12/31/2018: Chipotle Mexican Grill, Inc. 3.1, Zoetis, Inc. 3.0, CoStar Group, Inc. 3.0, Tractor Supply Co. 2.8, Electronic Arts, Inc. 2.3, ServiceNow, Inc. 2.3, Ulta Beauty, Inc. 2.2, Edwards Lifesciences Corp. 2.1, Intuitive Surgical, Inc. 2.1 and O’Reilly Automotive, Inc. 2.0.
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