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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	HCM Highfields Capital Management Boston, Massachusetts	$25.1M	+$25.1M	1	0.21%	New
302	CS McKee Pittsburgh, Pennsylvania	$25.1M	-$1.43M	1	0.54%	Reduced
303	Jefferies Group New York	$25M	+$12.2M	6	0.24%	Increased
304	PIM Platinum Investment Management Sydney Australia 2000, Australia	$24.9M	$0	1	0.44%	Maintained
305	SCM Stevens Capital Management Radnor, Pennsylvania	$24.9M	+$21.5M	4	0.67%	Increased
306	CIBC Asset Management Toronto, Ontario, Canada	$24.7M	+$557K	7	0.15%	Increased
307	Placemark Investments Chicago, Illinois	$24.6M	-$640K	6	0.47%	Reduced
308	Visium Asset Management New York	$24.4M	+$10.3M	5	0.4%	Increased
309	Cacti Asset Management Atlanta, Georgia	$24.3M	+$533K	1	3.32%	Increased
310	State of Tennessee, Department of Treasury Nashville, Tennessee	$24.3M	-$4.96M	7	0.14%	Reduced
311	Hancock Whitney Gulfport, Mississippi	$24.2M	+$1.26M	2	0.94%	Increased
312	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$24.2M	-$15.4M	4	1%	Reduced
313	Tirschwell & Loewy New York	$23.9M	-$195K	1	4.11%	Reduced
314	TSU TD Securities (USA) New York	$23.5M	-$1.83M	5	0.42%	Reduced
315	BCM Brown Capital Management Baltimore, Maryland	$23.4M	-$249K	2	0.39%	Reduced
316	IRF IBM Retirement Fund Armonk, New York	$23.2M	-$9.28M	7	0.46%	Reduced
317	Braun Stacey Associates New York	$23.1M	-$36.1K	1	1.35%	Reduced
318	SAM Skyline Asset Management Chicago, Illinois	$23.1M	+$3.68M	1	1.96%	Increased
319	EA Euclid Advisors Hartford, Connecticut	$23.1M	-$39.7M	2	0.17%	Reduced
320	Menora Mivtachim Holdings Ramat Gan, Israel	$23M	-$6.99M	1	1.88%	Reduced
321	LMR Partners London, United Kingdom	$22.7M	+$19M	2	3.18%	New
322	ZA Zweig Advisers Hartford, Connecticut	$22.4M	-$20K	2	3.18%	Reduced
323	Boston Partners Boston, Massachusetts	$22.4M	+$22.8M	3	0.04%	New
324	Flossbach Von Storch Cologne, Germany	$22.1M	-$3.49M	1	0.59%	Reduced
325	SAM Sheffield Asset Management Chicago, Illinois	$22.1M	+$18.2M	1	2.61%	New