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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
226	3CP 3G Capital Partners New York	$38.9M	+$38.3M	2	4.82%	New
227	DCM Dupont Capital Management Wilmington, Delaware	$38.9M	+$38.4M	2	0.73%	New
228	Chevy Chase Trust Bethesda, Maryland	$38.2M	+$38.8M	5	0.33%	New
229	MC Maplelane Capital New York	$38.1M	+$36M	3	2.39%	New
230	Federated Hermes Pittsburgh, Pennsylvania	$37.4M	+$37.9M	9	0.15%	New
231	Chartwell Investment Partners Berywn, Pennsylvania	$36M	+$35.7M	2	0.92%	New
232	Markel Group Glen Allen, Virginia	$36M	+$37.9M	2	1.29%	New
233	JGC J. Goldman & Co New York	$35.9M	+$36.8M	2	3.66%	New
234	New Mountain Vantage Advisers New York	$35.6M	+$36.1M	1	2.14%	New
235	TPSF Texas Permanent School Fund Austin, Texas	$35.3M	+$35.8M	8	0.37%	New
236	Irish Life Investment Managers Dublin, Ireland	$35.2M	+$35.3M	6	0.44%	New
237	Thomaspartners Boston, Massachusetts	$35.1M	+$30.7M	1	1.37%	New
238	Becker Capital Management Portland, Oregon	$34.9M	+$34.3M	1	1.76%	New
239	CCM Cadence Capital Management Boston, Massachusetts	$34.7M	+$33.6M	4	1.63%	New
240	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$34.6M	+$35.1M	5	0.17%	New
241	Menora Mivtachim Holdings Ramat Gan, Israel	$34.4M	+$33.9M	1	2.92%	New
242	WI WBI Investments Red Bank, New Jersey	$34.1M	+$33.6M	1	2.44%	New
243	Two Sigma Advisers New York	$33.9M	+$34.4M	7	0.49%	New
244	SC SRB Corp Boston, Massachusetts	$33.5M	+$33M	1	7.73%	New
245	EA Euclid Advisors Hartford, Connecticut	$33.3M	+$33.6M	4	0.42%	New
246	FMA Fiduciary Management Associates Chicago, Illinois	$33.2M	+$32.3M	2	2.59%	New
247	Numeric Investors Boston, Massachusetts	$33.2M	+$31.4M	2	0.67%	New
248	AA Antipodean Advisors New York	$33.1M	+$31.2M	1	3.47%	New
249	Bank of Montreal Toronto, Ontario, Canada	$33.1M	+$32.9M	9	0.06%	New
250	IRF IBM Retirement Fund Armonk, New York	$32.9M	+$33M	6	0.41%	New