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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	Loomis, Sayles & Company Boston, Massachusetts	$43.3M	+$8.12M	3	0.14%	Increased
227	MLICM Metropolitan Life Insurance Company (MetLife) New York	$43.2M	+$867K	10	0.33%	Increased
228	KIG Kovitz Investment Group Chicago, Illinois	$42.8M	+$3.86M	1	2.08%	Increased
229	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$42.7M	-$3.41M	4	0.11%	Reduced
230	Frontier Capital Management Boston, Massachusetts	$42.6M	-$1.51M	1	0.33%	Reduced
231	LCM Logan Capital Management Newtown Square, Pennsylvania	$42.5M	-$12.9M	3	3.18%	Reduced
232	CII CR Intrinsic Investors Stamford, Connecticut	$42.3M	+$12.5M	3	1.31%	Increased
233	First Manhattan New York	$42.2M	+$27.5K	4	0.29%	Increased
234	Retirement Systems of Alabama Montgomery, Alabama	$41.9M	+$1.33M	6	0.27%	Increased
235	Comerica Bank Dallas, Texas	$41.8M	-$7.85M	9	0.29%	Reduced
236	Westwood Holdings Group Dallas, Texas	$41.3M	-$35.5M	1	0.35%	Reduced
237	Flossbach Von Storch Cologne, Germany	$41.1M	-$41.2M	1	1.26%	Reduced
238	Federated Hermes Pittsburgh, Pennsylvania	$40.8M	+$1.69M	9	0.16%	Increased
239	Chevy Chase Trust Bethesda, Maryland	$40.4M	+$2.31M	5	0.33%	Increased
240	NIMC NWQ Investment Management Company Los Angeles, California	$40.3M	+$13.9M	1	0.38%	Increased
241	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$40.2M	+$7.29M	6	0.18%	Increased
242	TAM Tiverton Asset Management Wilimington, Delaware	$39.8M	$0	1	0.96%	Maintained
243	Korea Investment Corp Seoul, South Korea	$39.2M	+$25.5M	4	0.42%	Increased
244	KBC Group Brussels, Belgium	$38.9M	+$22.2M	6	0.63%	Increased
245	RG Renaissance Group Covington, Kentucky	$38.4M	-$2.36M	2	1.63%	Reduced
246	London Company of Virginia Richmond, Virginia	$38.3M	+$6.51M	1	0.52%	Increased
247	Thomaspartners Boston, Massachusetts	$38.3M	+$8.65M	1	1.38%	Increased
248	Davidson Kempner Capital Management New York	$38.1M	+$25.5M	2	1.26%	Increased
249	FMA Fiduciary Management Associates Chicago, Illinois	$36.9M	-$2.27M	2	2.67%	Reduced
250	Nomura Holdings Tokyo, Japan	$35.8M	+$26.5M	6	0.22%	Increased