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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	BAMCO Inc New York	$25.5M	+$25.4M	2	0.1%	Increased
302	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$25.5M	-$350K	2	2.59%	Reduced
303	KM Kylin Management New York	$25.4M	+$29.6M	1	6.31%	New
304	GIP Granite Investment Partners El Segundo, California	$25.3M	+$329K	2	1.36%	Increased
305	Alkeon Capital Management New York	$25M	$0	1	0.1%	Maintained
306	Becker Capital Management Portland, Oregon	$24.8M	+$24.4M	1	0.9%	New
307	Oregon Public Employees Retirement Fund Tigard, Oregon	$24.5M	+$727K	10	0.33%	Increased
308	GW&K Investment Management Boston, Massachusetts	$24.3M	-$133K	2	0.37%	Reduced
309	MGM Miura Global Management New York	$24.3M	+$13.8M	1	3.93%	Increased
310	MetLife Investment Management Whippany, New Jersey	$24.1M	-$42.1M	11	0.26%	Reduced
311	Foresters Investment Management New York	$23.8M	-$20.9M	2	0.43%	Reduced
312	NG NatWest Group Edinburgh, Scotland, United Kingdom	$23.8M	+$20.4M	1	4.34%	Increased
313	FA Friess Associates Greenville, Delaware	$23.8M	-$17.7M	1	1.73%	Reduced
314	OAM Ostrum Asset Management Paris, France	$23.7M	-$2.22M	2	6.58%	Reduced
315	RBCM Raub Brock Capital Management Larkspur, California	$23.3M	-$1.52M	1	4.77%	Reduced
316	Gateway Investment Advisers Cincinnati, Ohio	$23.3M	-$2.07M	5	0.21%	Reduced
317	Första AP-fonden Stockholm, Sweden	$22.4M	-$4.1M	1	1.01%	Reduced
318	JP Morgan Private Wealth Advisors San Francisco, California	$22.4M	+$2.42M	5	0.12%	Increased
319	DG Delek Group Herzliya, Israel	$22.2M	+$7.73M	1	0.86%	Increased
320	Haverford Trust Company Radnor, Pennsylvania	$22.2M	+$1.47M	3	0.4%	Increased
321	KCM Kingdon Capital Management New York	$22.2M	+$20.3M	1	2.18%	New
322	ESBC E.S. Barr & Co Lexington, Kentucky	$22.1M	-$252K	1	2.18%	Reduced
323	DFAM Deep Field Asset Management Beverly Hills, California	$21.8M	$0	1	12.18%	Maintained
324	Engineers Gate Manager New York	$21.8M	+$14.5M	8	1.2%	Increased
325	AR Advisory Research Chicago, Illinois	$21.4M	-$394K	1	0.42%	Reduced