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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	CCM Century Capital Management Boston, Massachusetts	$20.6M	-$5.15M	1	1.22%	Reduced
302	Natixis Advisors Boston, Massachusetts	$20.3M	-$7.17M	6	0.41%	Reduced
303	HCM Hodges Capital Management Dallas, Texas	$20.2M	+$3.91M	2	0.84%	Increased
304	William Blair & Company Chicago, Illinois	$20M	-$3.23M	3	0.03%	Reduced
305	BCM Brown Capital Management Baltimore, Maryland	$20M	+$5.72M	1	0.35%	Increased
306	DekaBank Deutsche Girozentrale Frankfurt, Germany	$19.6M	+$2.9M	4	0.27%	Increased
307	VCM Vision Capital Management Portland, Oregon	$19.5M	-$1.07M	1	2.42%	Reduced
308	RCM Riverhead Capital Management Wilmington, Delaware	$19.4M	+$2.47M	4	0.33%	Increased
309	Davidson Kempner Capital Management New York	$19.3M	+$5.62M	1	0.44%	Increased
310	HI Honeywell International Charlotte, North Carolina	$19.2M	-$5.33M	1	0.45%	Reduced
311	Calamos Advisors Naperville, Illinois	$19.1M	-$77.6M	2	0.13%	Reduced
312	CC Curian Capital Denver, Colorado	$19.1M	-$61.1K	3	0.34%	Reduced
313	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$19M	$0	1	2.35%	Maintained
314	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$19M	+$19.1M	4	0.3%	New
315	CAM Cortina Asset Management Milwaukee, Wisconsin	$18.9M	-$741K	1	0.81%	Reduced
316	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$18.8M	+$5.66M	4	0.48%	Increased
317	Jupiter Asset Management London, United Kingdom	$18.7M	+$17.9M	1	0.62%	Increased
318	KeyBank National Association Cleveland, Ohio	$18M	+$3.48M	6	0.12%	Increased
319	RHJA Rice Hall James & Associates San Diego, California	$17.9M	-$168K	2	1.25%	Reduced
320	Aperio Group Sausalito, California	$17.8M	+$1.03M	9	0.24%	Increased
321	IG Ithaka Group Arlington, Virginia	$17.8M	-$947K	1	2.67%	Reduced
322	LCM Logan Capital Management Newtown Square, Pennsylvania	$17.7M	-$1.04M	2	1.27%	Reduced
323	IRF IBM Retirement Fund Armonk, New York	$17.7M	-$1.54M	6	0.35%	Reduced
324	CAM Cacti Asset Management Atlanta, Georgia	$17.7M	$0	1	2.13%	Maintained
325	Kennedy Capital Management St Louis, Missouri	$17.6M	-$1.25M	2	0.34%	Reduced