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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	WBC Westpac Banking Corp Sydney, Australia	$30.3M	+$6.55M	7	0.33%	Increased
252	CI Investments Inc Toronto, Ontario, Canada	$30.3M	-$1.37M	1	0.39%	Reduced
253	Aperio Group Sausalito, California	$30.3M	+$3.81M	11	0.26%	Increased
254	AHL Partners London, United Kingdom	$29.9M	+$14.1M	5	1.87%	Increased
255	IAM Impax Asset Management Portsmouth, New Hampshire	$29.7M	-$1.16K	2	1.59%	Reduced
256	Calamos Advisors Naperville, Illinois	$29.5M	+$23.8M	3	0.2%	Increased
257	Todd Asset Management Louisville, Kentucky	$29.4M	+$3.44M	3	0.88%	Increased
258	M&T Bank Buffalo, New York	$29.2M	+$554K	6	0.2%	Increased
259	GE General Electric Evendale, Ohio	$29M	+$28.6M	1	0.15%	Increased
260	UBS O'Connor Chicago, Illinois	$28.8M	+$14.2M	2	0.29%	Increased
261	Davenport & Co Richmond, Virginia	$28.7M	+$8.68M	2	0.45%	Increased
262	London Company of Virginia Richmond, Virginia	$28.6M	-$1.27M	1	0.23%	Reduced
263	BOI Bank of Italy Rome, Italy	$28.5M	+$27.7M	1	2.01%	New
264	MLICM Metropolitan Life Insurance Company (MetLife) New York	$28.2M	-$451K	9	0.22%	Reduced
265	GIM Greylin Investment Management Orange, Virginia	$28.1M	-$85.3K	1	7.32%	Reduced
266	Artemis Investment Management Edinburgh, United Kingdom	$27.5M	+$4.92M	2	0.69%	Increased
267	PIP Permian Investment Partners Dallas, Texas	$27.2M	+$21.2M	1	4.07%	Increased
268	TC Tyvor Capital Oak Brook, Illinois	$27.2M	+$15.8M	3	6.59%	Increased
269	RIG Roosevelt Investment Group New York	$26.6M	+$7.5M	1	2.37%	Increased
270	Axa Paris, France	$26.5M	+$4.27M	5	0.12%	Increased
271	Vaughan Nelson Investment Management Houston, Texas	$26.5M	-$14.7M	1	0.33%	Reduced
272	ACP Ashfield Capital Partners San Francisco, California	$26.2M	+$10.8M	3	1.9%	Increased
273	Intermede Investment Partners London, United Kingdom	$26.1M	+$7.17M	1	3.15%	Increased
274	Gateway Investment Advisers Cincinnati, Ohio	$26.1M	-$99K	6	0.23%	Reduced
275	Glenmede Trust Philadelphia, Pennsylvania	$25.9M	+$18.9M	11	0.17%	Increased