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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	Jane Street New York	$20.5M	+$4.22M	8	0.09%	Increased
277	Vontobel Asset Management New York	$20.5M	+$8.99M	1	0.18%	Increased
278	UIM Underhill Investment Management Greenbrae, California	$20.4M	+$8.37M	2	11.85%	Increased
279	Nisa Investment Advisors St. Louis, Missouri	$20.1M	+$3.8M	10	0.24%	Increased
280	TPSF Texas Permanent School Fund Austin, Texas	$20.1M	+$1.75M	10	0.27%	Increased
281	KI Kalmar Investments Greenville, Delaware	$19.9M	-$2.76M	1	1.02%	Reduced
282	RIM Ranger Investment Management Dallas, Texas	$19.8M	+$4.48M	1	1.41%	Increased
283	Capital Fund Management (CFM) Paris, France	$19.8M	-$3.27M	4	0.17%	Reduced
284	PEAK6 Group Chicago, Illinois	$19.8M	+$8.68M	5	0.14%	Increased
285	TL Tirschwell & Loewy New York	$19.8M	-$859K	1	3.54%	Reduced
286	PHAM Portland Hill Asset Management London, United Kingdom	$19.7M	+$21.1M	2	11.82%	New
287	LCP LGT Capital Partners Pfaeffikon, Switzerland	$19.5M	+$9.4M	1	2.65%	Increased
288	Jefferies Group New York	$19.1M	+$1.28M	8	0.11%	Increased
289	JCM Janney Capital Management Pittsburgh, Pennsylvania	$19.1M	-$537K	1	0.87%	Reduced
290	Parallax Volatility Advisers San Francisco, California	$19M	+$993K	4	0.04%	Increased
291	Macquarie Group Sydney, NSW 2000, Australia	$18.8M	+$471K	9	0.04%	Increased
292	AAM Ardevora Asset Management London, United Kingdom	$18.7M	-$2.62M	1	0.67%	Reduced
293	SC SRB Corp Boston, Massachusetts	$18.7M	+$191K	3	2.59%	Increased
294	TC Tyvor Capital Oak Brook, Illinois	$18.5M	+$5.18M	1	7.49%	Increased
295	Daiwa Securities Group Tokyo, Japan	$18.4M	+$882K	7	0.12%	Increased
296	Quadrature Capital London, United Kingdom	$18.3M	+$13.5M	2	0.58%	Increased
297	HT HAP Trading New York	$18.1M	+$18.2M	2	0.91%	Increased
298	CI Investments Inc Toronto, Ontario, Canada	$18M	-$7.38M	1	0.2%	Reduced
299	Washington Trust Westerly, Rhode Island	$17.7M	-$419K	1	1.14%	Reduced
300	Virginia Retirement Systems Richmond, Virginia	$17.3M	+$512K	3	0.24%	Increased