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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	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$22.7M	+$22.8M	9	0.43%	New
252	BTP Bloom Tree Partners New York	$22.6M	-$1.91M	1	2.19%	Reduced
253	Polar Asset Management Partners Toronto, Ontario, Canada	$22.6M	+$5.29M	1	0.57%	Increased
254	LCP LGT Capital Partners Pfaeffikon, Switzerland	$22.2M	+$547K	1	2.52%	Increased
255	AHL Partners London, United Kingdom	$22.1M	+$14.8M	6	0.49%	Increased
256	AAM Ardevora Asset Management London, United Kingdom	$22.1M	$0	1	0.73%	Maintained
257	SC SRB Corp Boston, Massachusetts	$22M	+$105K	3	3.12%	Increased
258	Nomura Asset Management Tokyo, Japan	$21.9M	+$2.53M	7	0.31%	Increased
259	Marshall Wace Asia Central, Hong Kong	$21.9M	+$21.3M	1	1.32%	New
260	JCM Janney Capital Management Pittsburgh, Pennsylvania	$21.5M	-$896K	1	0.99%	Reduced
261	CG Cutler Group San Francisco, California	$21.1M	+$6.01M	10	0.88%	Increased
262	UIM Underhill Investment Management Greenbrae, California	$21M	-$743K	2	13.42%	Reduced
263	Nisa Investment Advisors St. Louis, Missouri	$20.9M	-$508K	9	0.25%	Reduced
264	SIC Schwartz Investment Counsel Plymouth, Michigan	$20.9M	+$21M	1	1.37%	New
265	PHAM Portland Hill Asset Management London, United Kingdom	$20.8M	+$396K	2	10.95%	Increased
266	William Blair Investment Management Chicago, Illinois	$20.8M	-$13.4M	1	0.08%	Reduced
267	Eagle Asset Management St Petersburg, Florida	$20.6M	+$6.65M	2	0.13%	Increased
268	State of Michigan Retirement System Lansing, Michigan	$20.6M	-$1.04M	7	0.16%	Reduced
269	PointState Capital New York	$20.4M	+$20.6M	1	0.21%	New
270	D.E. Shaw & Co New York	$20.4M	-$46.4M	5	0.04%	Reduced
271	TL Tirschwell & Loewy New York	$20M	-$367K	1	3.23%	Reduced
272	BCM Billings Capital Management Arlington, Virginia	$19.9M	+$10.4M	1	16.88%	Increased
273	TPSF Texas Permanent School Fund Austin, Texas	$19.7M	-$561K	10	0.26%	Reduced
274	HI Honeywell International Charlotte, North Carolina	$19.6M	+$19.1M	1	0.63%	New
275	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$19.3M	+$1.51M	11	0.17%	Increased