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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
251	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$39.9M	-$24.1M	1	0.7%	Reduced
252	ACI AMP Capital Investors Sydney, Australia	$39.7M	+$3.27M	5	0.27%	Increased
253	Becker Capital Management Portland, Oregon	$37.5M	-$528K	1	1.54%	Reduced
254	Vontobel Asset Management New York	$37.5M	-$5.22M	1	0.43%	Reduced
255	State of Michigan Retirement System Lansing, Michigan	$37M	-$29.6M	7	0.28%	Reduced
256	CCM Century Capital Management Boston, Massachusetts	$36.6M	-$1.12M	1	1.71%	Reduced
257	TAM Tiverton Asset Management Wilimington, Delaware	$36.3M	$0	1	0.79%	Maintained
258	NIMC NWQ Investment Management Company Los Angeles, California	$35.8M	+$3.96M	1	0.31%	Increased
259	SIC Schwartz Investment Counsel Plymouth, Michigan	$35.5M	+$4.02M	1	2.64%	Increased
260	CCM Crestwood Capital Management New York	$35.2M	+$22.3M	2	4.31%	Increased
261	RIM Ranger Investment Management Dallas, Texas	$35.1M	-$1.5M	2	1.68%	Reduced
262	KI Kalmar Investments Greenville, Delaware	$34.6M	-$1.2M	1	0.58%	Reduced
263	Highbridge Capital Management New York	$34.3M	+$34.6M	6	0.43%	New
264	PEAK6 Group Chicago, Illinois	$34.1M	+$7.74M	6	0.29%	Increased
265	Ruffer LLP London, United Kingdom	$34.1M	+$2.49M	2	1.04%	Increased
266	KCM Kingdon Capital Management New York	$33.5M	+$22.7M	3	1.71%	Increased
267	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$33.4M	-$583K	1	0.61%	Reduced
268	IAM Impax Asset Management Portsmouth, New Hampshire	$33M	-$2.61M	2	2.11%	Reduced
269	Aviva London, United Kingdom	$33M	+$1.35M	5	0.27%	Increased
270	Capital Research Global Investors Los Angeles, California	$32.9M	+$11.6M	1	0.01%	Increased
271	Anchor Capital Advisors Boston, Massachusetts	$32.9M	+$2.14M	1	0.65%	Increased
272	Stifel Financial St. Louis, Missouri	$32.4M	+$31.3M	7	0.31%	New
273	KBC Group Brussels, Belgium	$31.9M	-$6.78M	5	0.5%	Reduced
274	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$31.4M	-$1.52M	8	0.2%	Reduced
275	PP PDT Partners New York	$31.1M	+$18.2M	5	0.75%	Increased