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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	TC Tyvor Capital Oak Brook, Illinois	$40M	+$26.8M	3	7.78%	Increased
227	ARGA Investment Management Stamford, Connecticut	$39.9M	-$3.18M	2	4.92%	Reduced
228	Federated Hermes Pittsburgh, Pennsylvania	$39.7M	-$31.7M	10	0.12%	Reduced
229	Oregon Public Employees Retirement Fund Tigard, Oregon	$39.6M	+$12.3M	7	0.58%	Increased
230	LCP LGT Capital Partners Pfaeffikon, Switzerland	$39.3M	+$9.93M	1	3.06%	Increased
231	Andra AP-fonden Goteborg, Sweden	$39.3M	-$5.83M	6	1.06%	Reduced
232	NA Neuburgh Advisers Los Angeles, California	$38.7M	+$3.69M	6	1.29%	Increased
233	DekaBank Deutsche Girozentrale Frankfurt, Germany	$38.7M	+$9.33M	6	0.25%	Increased
234	Natixis Advisors Boston, Massachusetts	$38.2M	+$5.54M	5	0.36%	Increased
235	RIM Ranger Investment Management Dallas, Texas	$37.5M	-$1.21M	1	2.62%	Reduced
236	Junto Capital Management New York	$37.3M	+$38.4M	1	2.61%	New
237	Martingale Asset Management Boston, Massachusetts	$37M	+$20.1M	8	0.46%	Increased
238	Holocene Advisors New York	$36.9M	-$8.85M	5	0.78%	Reduced
239	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$36.9M	+$33.2M	3	2.75%	Increased
240	CIBC World Markets New York	$36.8M	+$15.9M	6	0.32%	Increased
241	Great Lakes Advisors Chicago, Illinois	$36.6M	+$314K	5	0.86%	Increased
242	ECM Ensemble Capital Management San Francisco, California	$36M	+$4.9M	1	6.21%	Increased
243	Boston Trust Walden Boston, Massachusetts	$35.8M	+$172K	3	0.52%	Increased
244	Capital Fund Management (CFM) Paris, France	$35.5M	-$11M	4	0.19%	Reduced
245	Douglass Winthrop Advisors New York	$35M	+$857K	2	1.57%	Increased
246	CEP Chicago Equity Partners Chicago, Illinois	$34.5M	+$5.16M	6	1.06%	Increased
247	State of Alaska Department of Revenue Juneau, Alaska	$34.3M	+$7.7M	10	0.61%	Increased
248	PHAM Portland Hill Asset Management London, United Kingdom	$32.9M	-$1.93M	2	13.88%	Reduced
249	Nomura Asset Management Tokyo, Japan	$32.6M	+$10.5M	6	0.34%	Increased
250	NIMI Natixis Investment Managers International Paris, France	$32.5M	+$23M	6	1.79%	Increased