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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	Stock Yards Bank & Trust Louisville, Kentucky	$24.2M	+$3.53M	3	3.29%	Increased
277	Nomura Holdings Tokyo, Japan	$24.1M	+$19.4M	3	0.07%	Increased
278	AQR Arbitrage Greenwich, Connecticut	$24.1M	+$2.72M	1	0.24%	Increased
279	NCM Numina Capital Management New York	$24.1M	+$27.1M	1	3.73%	New
280	Capital Fund Management (CFM) Paris, France	$23.9M	-$18.1M	5	0.22%	Reduced
281	IAM Impax Asset Management Portsmouth, New Hampshire	$23.8M	-$454K	2	1.36%	Reduced
282	Todd Asset Management Louisville, Kentucky	$23.8M	-$4.65M	2	0.72%	Reduced
283	SCM SOL Capital Management Rockville, Maryland	$23.7M	-$19.8M	2	7.95%	Reduced
284	Foresters Investment Management New York	$23.7M	-$8.85M	2	0.44%	Reduced
285	CC Carlson Capital Dallas, Texas	$23.4M	+$26.7M	1	0.3%	New
286	Capital International Investors Los Angeles, California	$23M	$0	1	0.03%	Maintained
287	ACP Ashfield Capital Partners San Francisco, California	$23M	-$2.31M	2	1.89%	Reduced
288	Polar Asset Management Partners Toronto, Ontario, Canada	$22.6M	+$1.39M	3	0.7%	Increased
289	AAM Ardevora Asset Management London, United Kingdom	$22.1M	+$2.76M	1	0.81%	Increased
290	Nomura Asset Management Tokyo, Japan	$21.9M	+$1.03M	7	0.39%	Increased
291	TL Tirschwell & Loewy New York	$21.8M	-$99.2K	1	3.62%	Reduced
292	SCM SG Capital Management Chicago, Illinois	$21.5M	+$3.95M	1	6.12%	Increased
293	State of Michigan Retirement System Lansing, Michigan	$21.4M	-$2.58M	6	0.17%	Reduced
294	FQ First Quadrant Glendale, California	$21.1M	-$2.78M	3	0.45%	Reduced
295	Washington Trust Westerly, Rhode Island	$20.9M	-$675K	1	1.38%	Reduced
296	Jefferies Group New York	$20.6M	-$16.2M	7	0.11%	Reduced
297	Parallax Volatility Advisers San Francisco, California	$20.6M	+$20.2M	4	0.04%	Increased
298	JCM Janney Capital Management Pittsburgh, Pennsylvania	$20.4M	+$22.1M	1	0.92%	New
299	Daiwa Securities Group Tokyo, Japan	$20.2M	-$1.16M	7	0.12%	Reduced
300	SGAM Smith Group Asset Management Dallas, Texas	$20.1M	-$514K	2	0.59%	Reduced