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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	Moore Capital Management New York	$20.1M	-$20.6M	2	0.43%	Reduced
302	Washington Trust Westerly, Rhode Island	$20.1M	+$389K	1	1.32%	Increased
303	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$19.8M	+$21.3M	2	0.9%	New
304	PIM Platinum Investment Management Sydney Australia 2000, Australia	$19.5M	-$6.9M	1	0.39%	Reduced
305	SEI Investments Oaks, Pennsylvania	$19.5M	-$1.85M	10	0.18%	Reduced
306	CAM Cortina Asset Management Milwaukee, Wisconsin	$19.4M	-$1.07M	1	0.85%	Reduced
307	Daiwa Securities Group Tokyo, Japan	$19.3M	+$6.95M	6	0.14%	Increased
308	Stock Yards Bank & Trust Louisville, Kentucky	$18.9M	+$76.2K	3	2.69%	Increased
309	Edge Asset Management Seattle, Washington	$18.8M	-$884K	2	0.17%	Reduced
310	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$18.7M	+$20.6M	3	0.2%	New
311	Walleye Trading New York	$18.7M	+$8.64M	7	0.18%	Increased
312	Jefferies Group New York	$18.5M	+$17M	7	0.1%	Increased
313	PPC Park Presidio Capital San Francisco, California	$18.3M	+$18.6M	1	4.82%	New
314	Nippon Life Global Investors Americas New York	$18.2M	$0	1	1.64%	Maintained
315	TCW Group Los Angeles, California	$18.2M	-$9.65M	4	0.12%	Reduced
316	EULAV Asset Management Sarasota, Florida	$18M	+$2.4M	4	0.95%	Increased
317	PCM Penn Capital Management Philadelphia, Pennsylvania	$18M	-$3.48M	3	0.74%	Reduced
318	Horizon Kinetics New York	$18M	+$135K	5	0.26%	Increased
319	Los Angeles Capital Management Los Angeles, California	$17.8M	+$13.3M	4	0.17%	Increased
320	Nisa Investment Advisors St. Louis, Missouri	$17.8M	+$367K	7	0.25%	Increased
321	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$17.7M	-$4.74M	1	2.16%	Reduced
322	IRF IBM Retirement Fund Armonk, New York	$17.6M	-$375K	7	0.33%	Reduced
323	HHC Hutchin Hill Capital New York	$17.5M	-$4.99M	4	0.45%	Reduced
324	UIM Underhill Investment Management Greenbrae, California	$17.5M	-$9.47K	1	8.29%	Reduced
325	RC RBO & Co Saint Helena, California	$17.3M	-$1.28M	2	5.66%	Reduced