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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	TSU TD Securities (USA) New York	$24M	+$1.38M	5	0.39%	Increased
302	WSA Wall Street Associates Lajolla, California	$23.3M	+$4.34M	7	2%	Increased
303	Prudential plc London, England, United Kingdom	$23.2M	-$18.4M	1	0.1%	Reduced
304	Raymond James & Associates St Petersburg, Florida	$23.2M	-$305K	3	0.14%	Reduced
305	IIM Ivory Investment Management New York	$23.2M	+$1.07M	1	0.66%	Increased
306	IG Ithaka Group Arlington, Virginia	$23.1M	+$2.9M	1	3.36%	Increased
307	CIBC Asset Management Toronto, Ontario, Canada	$23.1M	-$1.74M	5	0.13%	Reduced
308	William Blair & Company Chicago, Illinois	$23M	+$16.9M	3	0.04%	Increased
309	ProShare Advisors Bethesda, Maryland	$22.9M	+$2.77M	9	0.3%	Increased
310	FIM FourPoints Investment Managers Paris, France	$22.6M	+$2.92M	1	2.14%	Increased
311	SCM Stevens Capital Management Radnor, Pennsylvania	$22.5M	-$1.58M	2	0.6%	Reduced
312	CAM Cacti Asset Management Atlanta, Georgia	$22.4M	$0	1	2.76%	Maintained
313	TAL TIG Advisors LLC New York	$22.3M	+$21M	1	1.09%	New
314	South Texas Money Management San Antonio, Texas	$22.3M	+$22M	1	1.42%	New
315	HT HAP Trading New York	$22.2M	+$14.1M	4	0.82%	Increased
316	Todd Asset Management Louisville, Kentucky	$22.1M	+$2.38M	2	0.63%	Increased
317	Highbridge Capital Management New York	$22.1M	-$13.1M	4	0.27%	Reduced
318	Kennedy Capital Management St Louis, Missouri	$21.9M	+$9.57M	2	0.41%	Increased
319	Anchor Capital Advisors Boston, Massachusetts	$21.6M	-$1.25M	1	0.42%	Reduced
320	CCM Cadence Capital Management Boston, Massachusetts	$21.6M	+$8.24M	5	1.03%	Increased
321	SAM Skyline Asset Management Chicago, Illinois	$21.5M	-$2.5M	1	1.52%	Reduced
322	CAM Cortina Asset Management Milwaukee, Wisconsin	$21.5M	+$3.57M	1	0.81%	Increased
323	SCM SeaStone Capital Management New York	$21.2M	+$19.9M	1	2.28%	New
324	IAM Impala Asset Management Palm Beach, Florida	$21.1M	+$19.9M	1	0.68%	New
325	BC BHR Capital New York	$21M	+$1.56M	1	1.45%	Increased