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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
326	CAM Cortina Asset Management Milwaukee, Wisconsin	$19.1M	+$18.7M	1	0.76%	New
327	Raymond James & Associates St Petersburg, Florida	$19M	+$18.6M	4	0.18%	New
328	CCM Century Capital Management Boston, Massachusetts	$18.9M	+$18.3M	1	0.74%	New
329	OAM Oxford Asset Management Oxford, United Kingdom	$18.9M	+$18.8M	2	0.51%	New
330	Panagora Asset Management Boston, Massachusetts	$18.7M	+$19.1M	7	0.1%	New
331	Andra AP-fonden Goteborg, Sweden	$18.6M	+$19M	4	0.49%	New
332	MCM McKinley Capital Management Anchorage, Alaska	$18.6M	+$18.9M	1	0.94%	New
333	SRIM Saratoga Research & Investment Management Saratoga, California	$18.3M	+$18M	1	2.16%	New
334	AC Apex Capital Orinda, California	$18.2M	+$17.2M	1	1.24%	New
335	CCM Cadian Capital Management New York	$18M	+$17M	1	0.55%	New
336	TSU TD Securities (USA) New York	$18M	+$18.3M	4	0.36%	New
337	FQ First Quadrant Glendale, California	$18M	+$18.2M	3	0.48%	New
338	TL Tirschwell & Loewy New York	$17.8M	+$18.6M	1	3.8%	New
339	Glenmede Trust Philadelphia, Pennsylvania	$17.8M	+$17.6M	7	0.22%	New
340	IG Ithaka Group Arlington, Virginia	$17.7M	+$17.2M	2	5.2%	New
341	Driehaus Capital Management Chicago, Illinois	$17.6M	+$17.2M	4	0.77%	New
342	SCM Scopia Capital Management New York	$17.6M	+$17.3M	1	0.49%	New
343	NIMI Natixis Investment Managers International Paris, France	$17.5M	+$17.7M	1	4.09%	New
344	Gotham Asset Management New York	$17.4M	+$17.4M	5	0.75%	New
345	Horizon Kinetics New York	$17.3M	+$17.4M	2	0.25%	New
346	WSA Wall Street Associates Lajolla, California	$16.9M	+$16.5M	5	1.72%	New
347	Fifth Third Bancorp Cincinnati, Ohio	$16.8M	+$16.9M	7	0.18%	New
348	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$16.7M	+$17.4M	1	2.87%	New
349	SAM Shell Asset Management The Hague, Netherlands	$16.6M	+$16.9M	5	0.32%	New
350	Nisa Investment Advisors St. Louis, Missouri	$16.3M	+$16.5M	6	0.25%	New