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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
276	South Dakota Investment Council Sioux Falls, South Dakota	$25.1M	+$25.3M	3	0.51%	New
277	Stifel Financial St. Louis, Missouri	$24.9M	-$234K	7	0.22%	Reduced
278	First Manhattan New York	$24.9M	-$6.22M	4	0.14%	Reduced
279	Highbridge Capital Management New York	$24.8M	+$3.17M	5	0.33%	Increased
280	FIM FourPoints Investment Managers Paris, France	$24.4M	+$831K	1	2.84%	Increased
281	DCM Dupont Capital Management Wilmington, Delaware	$24.1M	-$21.6M	3	0.42%	Reduced
282	ProShare Advisors Bethesda, Maryland	$24.1M	+$2.07M	8	0.32%	Increased
283	TL Tirschwell & Loewy New York	$23.5M	-$360K	1	3.93%	Reduced
284	GW&K Investment Management Boston, Massachusetts	$23.3M	+$607K	1	0.61%	Increased
285	CCMH Cornerstone Capital Management Holdings New York	$23.2M	+$11.1M	5	0.25%	Increased
286	CAM Coronation Asset Management Cape Town, South Africa	$23.1M	-$2.72M	1	1.19%	Reduced
287	Capital Guardian Trust Los Angeles, California	$22.9M	-$3.97M	2	0.16%	Reduced
288	TSU TD Securities (USA) New York	$22.9M	-$2.11K	5	0.37%	Reduced
289	AA Antipodean Advisors New York	$22.8M	-$26.8M	1	2.22%	Reduced
290	GCM Goldman Capital Management New York	$22.4M	$0	1	11.22%	Maintained
291	WBC Westpac Banking Corp Sydney, Australia	$22.3M	+$1.81M	6	0.22%	Increased
292	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$22.2M	-$9.67M	1	0.45%	Reduced
293	Capital Fund Management (CFM) Paris, France	$22.2M	+$7.6M	3	0.25%	Increased
294	WSA Wall Street Associates Lajolla, California	$22M	+$2.65M	8	2.27%	Increased
295	Todd Asset Management Louisville, Kentucky	$21.9M	+$2.4M	2	0.63%	Increased
296	Nordea Investment Management Stockholm, Sweden	$21.7M	-$5.53M	6	0.09%	Reduced
297	Washington Trust Westerly, Rhode Island	$21.6M	+$661K	2	1.59%	Increased
298	H Hexavest Montreal, Quebec, Canada	$21.6M	+$14.9M	2	0.33%	Increased
299	Anchor Capital Advisors Boston, Massachusetts	$21.4M	-$1.19M	1	0.44%	Reduced
300	SC SRB Corp Boston, Massachusetts	$21.1M	+$270K	2	3.07%	Increased