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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
301	AWCI Alpine Woods Capital Investors Purchase, New York	$21.7M	+$21.4M	1	1.38%	New
302	HL Financial Services Louisville, Kentucky	$21.5M	+$22.4M	3	0.79%	New
303	ZDA Zweig-DiMenna Associates New York	$21.4M	+$20.2M	1	0.87%	New
304	Arizona State Retirement System Phoenix, Arizona	$21.4M	+$21.7M	8	0.29%	New
305	Boston Partners Boston, Massachusetts	$21.3M	+$21M	1	0.06%	New
306	CCP Clough Capital Partners Boston, Massachusetts	$21.2M	+$21.5M	1	0.71%	New
307	CIBC Asset Management Toronto, Ontario, Canada	$21.1M	+$21M	5	0.14%	New
308	Scout Investments Kansas City, Missouri	$21M	+$19.8M	1	0.24%	New
309	TCW Group Los Angeles, California	$20.9M	+$21.1M	3	0.1%	New
310	SCA Signpost Capital Advisors New York	$20.8M	+$20.5M	2	9.16%	New
311	AC Ascend Capital Orinda, California	$20.8M	+$19.6M	1	0.88%	New
312	HI Honeywell International Charlotte, North Carolina	$20.8M	+$21.6M	1	0.57%	New
313	Placemark Investments Chicago, Illinois	$20.8M	+$20.8M	6	0.44%	New
314	ALA Atherton Lane Advisers Menlo Park, California	$20.8M	+$20.5M	1	1.52%	New
315	Parnassus Investments San Francisco, California	$20.7M	+$20.4M	1	0.27%	New
316	ARTA A.R.T. Advisors New York	$20.5M	+$19.9M	4	0.67%	New
317	Canada Life Winnipeg, Manitoba, Canada	$20.4M	+$20.8M	4	0.13%	New
318	AIM Aster Investment Management Larkspur, California	$20.2M	+$19.9M	1	0.75%	New
319	Wedge Capital Management Charlotte, North Carolina	$20.1M	+$20.4M	1	0.24%	New
320	Douglass Winthrop Advisors New York	$20M	+$20.8M	2	2.42%	New
321	Aviva London, United Kingdom	$19.9M	+$19.9M	5	0.2%	New
322	CAM Cacti Asset Management Atlanta, Georgia	$19.9M	+$19.2M	1	3.8%	New
323	RHJA Rice Hall James & Associates San Diego, California	$19.8M	+$19.4M	2	1.95%	New
324	Arrowstreet Capital Boston, Massachusetts	$19.7M	+$18.6M	3	0.15%	New
325	BCM Brown Capital Management Baltimore, Maryland	$19.6M	+$18.8M	2	0.42%	New