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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	Handelsbanken Fonder Stockholm, Sweden	$21.4M	-$166K	2	0.47%	Reduced
302	CEP Chicago Equity Partners Chicago, Illinois	$21.4M	+$12.3M	5	0.65%	Increased
303	Fjarde Ap-fonden Stockholm, Sweden	$21.2M	+$1.91M	6	0.32%	Increased
304	ACM Aquamarine Capital Management New York	$21M	$0	1	10.06%	Maintained
305	Raymond James Financial Services Advisors St. Petersburg, Florida	$21M	+$843K	5	0.13%	Increased
306	Maverick Capital Dallas, Texas	$21M	+$13.3M	2	0.26%	Increased
307	PIA Piedmont Investment Advisors Durham, North Carolina	$20.9M	+$2.22M	5	0.42%	Increased
308	RC RBO & Co Saint Helena, California	$20.8M	$0	2	5.24%	Maintained
309	Pendal Group Sydney, Australia	$20.7M	+$1.11M	4	0.27%	Increased
310	PGGM Investments Zeist, Netherlands	$20.5M	-$3.7M	2	0.11%	Reduced
311	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$20.5M	-$16.1M	10	0.24%	Reduced
312	Fifth Third Bancorp Cincinnati, Ohio	$20.4M	+$2.59M	10	0.14%	Increased
313	Candriam SCA Strassen, Luxembourg, Luxembourg	$20.4M	-$22.2M	6	0.35%	Reduced
314	CIM Contrarius Investment Management St. Helier, Jersey	$20.4M	-$22.4M	2	1.02%	Reduced
315	Rothschild & Co Asset Management US Stamford, Connecticut	$20.4M	+$17.8M	1	0.22%	New
316	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$20.2M	-$1.18M	1	3.33%	Reduced
317	SI Sensato Investors San Francisco, California	$20.1M	+$19M	1	2.52%	New
318	First Manhattan New York	$20M	-$87.7M	6	0.11%	Reduced
319	Madison Investment Holdings Madison, Wisconsin	$19.8M	-$483K	1	0.34%	Reduced
320	Winton Group London, United Kingdom	$19.8M	-$913K	4	0.57%	Reduced
321	Hosking Partners London, United Kingdom	$19.7M	-$7.22M	3	0.45%	Reduced
322	Bessemer Group Woodbridge, New Jersey	$19.6M	+$1.52M	10	0.08%	Increased
323	CIBC Private Wealth Group Atlanta, Georgia	$19.6M	+$1.9M	9	0.08%	Increased
324	ZIG Zuckerman Investment Group Chicago, Illinois	$19.6M	-$5.13M	1	4.91%	Reduced
325	LHC Lodge Hill Capital New York	$19.5M	+$17M	1	2.13%	New