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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	Marshall Wace London, United Kingdom	$23.7M	+$18M	4	0.35%	Increased
302	Soros Fund Management New York	$23.6M	-$1.54M	3	0.38%	Reduced
303	MCM McKinley Capital Management Anchorage, Alaska	$23.5M	-$812K	3	1.52%	Reduced
304	CC Carve Capital Stockholm, Sweden	$23.5M	-$6.71M	1	7.21%	Reduced
305	RC Randolph Company Cincinnati, Ohio	$23.5M	-$5.14M	1	4.34%	Reduced
306	Pendal Group Sydney, Australia	$23.5M	-$2.54M	5	0.3%	Reduced
307	Fjarde Ap-fonden Stockholm, Sweden	$23.4M	+$1.25M	6	0.35%	Increased
308	Moore Capital Management New York	$23.3M	-$23.6M	1	0.57%	Reduced
309	GHCM Glen Harbor Capital Management San Diego, California	$23.1M	+$4.16M	8	0.5%	Increased
310	MLL Moody Lynn & Lieberson Boston, Massachusetts	$22.4M	+$1.87M	2	2.64%	Increased
311	River Road Asset Management Louisville, Kentucky	$22.3M	-$17.9M	1	0.47%	Reduced
312	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$22.3M	-$4.27M	12	0.33%	Reduced
313	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$22.3M	+$2.68M	4	2.35%	Increased
314	AIM Assured Investment Management New York	$22.3M	+$9.26M	6	0.42%	Increased
315	MetLife Investment Management Whippany, New Jersey	$22.2M	-$3.76M	8	0.26%	Reduced
316	SG Americas Securities New York	$22.2M	-$6.2M	12	0.2%	Reduced
317	Oppenheimer Asset Management New York	$22.1M	-$6.11M	3	0.54%	Reduced
318	Första AP-fonden Stockholm, Sweden	$22.1M	-$1.08M	1	0.83%	Reduced
319	Mirae Asset Global Investments Seoul, South Korea	$22.1M	-$1.53M	4	0.3%	Reduced
320	Flossbach Von Storch Cologne, Germany	$22.1M	-$15.2M	2	0.22%	Reduced
321	TEC Tiger Eye Capital Nashville, Tennessee	$22.1M	-$1.38M	1	4.45%	Reduced
322	OMERS Administration Corp Toronto, Ontario, Canada	$21.8M	+$7.87M	5	0.2%	Increased
323	Handelsbanken Fonder Stockholm, Sweden	$21.6M	+$1.94M	1	0.42%	Increased
324	SI Sensato Investors San Francisco, California	$21.5M	+$2.68M	2	3.31%	Increased
325	SCM Stevens Capital Management Radnor, Pennsylvania	$21.5M	+$14.1M	3	0.77%	Increased