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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	Vontobel Asset Management New York	$26.9M	+$4.03M	1	0.23%	Increased
227	Douglass Winthrop Advisors New York	$26.8M	+$1.43M	3	1.67%	Increased
228	SCM SOL Capital Management Rockville, Maryland	$26.7M	-$117K	2	7.58%	Reduced
229	DekaBank Deutsche Girozentrale Frankfurt, Germany	$26.6M	+$3.12M	6	0.24%	Increased
230	Jane Street New York	$26.3M	+$4.89M	7	0.12%	Increased
231	UBS O'Connor Chicago, Illinois	$26.1M	-$7.38M	3	0.44%	Reduced
232	Kornitzer Capital Management Shawnee Mission, Kansas	$26M	-$6.57M	3	0.46%	Reduced
233	HIP Hengistbury Investment Partners London, United Kingdom	$25.6M	+$27.7M	1	6.42%	New
234	AIG American International Group New York	$25.5M	-$733K	12	0.09%	Reduced
235	TGA Trilogy Global Advisors Winter Park, Florida	$25.4M	-$18.1M	1	0.85%	Reduced
236	1832 Asset Management Toronto, Ontario, Canada	$25.3M	-$70.9M	2	0.09%	Reduced
237	GP GLG Partners London, United Kingdom	$25.2M	+$17.8M	6	1.18%	Increased
238	RIM Ranger Investment Management Dallas, Texas	$25.2M	+$2.9M	1	1.83%	Increased
239	Hosking Partners London, United Kingdom	$24.8M	+$2.32M	3	0.69%	Increased
240	Moore Capital Management New York	$24.7M	+$19.8M	2	0.67%	Increased
241	LLC Latimer Light Capital New York	$24.6M	+$21.5M	1	5.85%	New
242	TimesSquare Capital Management New York	$24.4M	-$67.6M	1	0.16%	Reduced
243	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$24M	-$3.21M	1	0.97%	Reduced
244	Epoch Investment Partners New York	$23.8M	-$1.74M	2	0.08%	Reduced
245	SG Americas Securities New York	$23.6M	-$23.1M	11	0.21%	Reduced
246	Stock Yards Bank & Trust Louisville, Kentucky	$23.5M	+$82.6K	3	2.98%	Increased
247	BCMNY Buckingham Capital Management (New York) New York	$23.4M	-$4.82M	2	3.14%	Reduced
248	GW&K Investment Management Boston, Massachusetts	$23.4M	-$207K	1	0.44%	Reduced
249	Daiwa Securities Group Tokyo, Japan	$23.2M	+$3.78M	7	0.15%	Increased
250	London Company of Virginia Richmond, Virginia	$23.1M	-$112K	1	0.15%	Reduced