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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	Washington Trust Westerly, Rhode Island	$20.7M	+$1.25M	2	1.52%	Increased
327	Tudor Investment Corp Stamford, Connecticut	$20.6M	+$5.18M	8	0.79%	Increased
328	TAM Tiverton Asset Management Wilimington, Delaware	$20.5M	-$5.58M	1	0.46%	Reduced
329	CC Curian Capital Denver, Colorado	$20.4M	+$8.41M	3	0.36%	Increased
330	VCM Vision Capital Management Portland, Oregon	$20.4M	-$2.05M	1	2.44%	Reduced
331	WBC Westpac Banking Corp Sydney, Australia	$20.2M	+$14.1M	6	0.19%	Increased
332	SC SRB Corp Boston, Massachusetts	$20M	$0	1	3.2%	Maintained
333	JCP Jabre Capital Partners Geneva, Switzerland	$19.7M	+$24.8M	1	1.39%	New
334	RHJA Rice Hall James & Associates San Diego, California	$19.7M	+$2.26M	2	1.33%	Increased
335	IRF IBM Retirement Fund Armonk, New York	$19.7M	-$3.06M	7	0.38%	Reduced
336	GP GLG Partners London, United Kingdom	$19.6M	+$20.3M	1	0.47%	New
337	Braun Stacey Associates New York	$19.5M	-$2.55M	1	1.16%	Reduced
338	ARTA A.R.T. Advisors New York	$19.5M	+$5.69M	7	1.02%	Increased
339	Macquarie Group Sydney, NSW 2000, Australia	$19.2M	+$5.2M	6	0.04%	Increased
340	CGI Caerus Global Investors New York	$19M	+$11.3M	2	13.16%	Increased
341	GCP GSA Capital Partners London, United Kingdom	$18.9M	+$8.14M	5	0.85%	Increased
342	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$18.9M	$0	1	2.44%	Maintained
343	LCM Logan Capital Management Newtown Square, Pennsylvania	$18.6M	-$3.93M	3	1.32%	Reduced
344	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$18.6M	-$608K	6	0.39%	Reduced
345	BCM Brown Capital Management Baltimore, Maryland	$18.5M	-$4.01M	1	0.31%	Reduced
346	Capital Fund Management (CFM) Paris, France	$18.2M	+$7.44M	2	0.19%	Increased
347	Driehaus Capital Management Chicago, Illinois	$18.2M	+$5.16M	3	0.59%	Increased
348	ZAM Zenit Asset Management Stockholm, Sweden	$18M	+$17.5M	1	2.06%	New
349	DIA Denver Investment Advisors Denver, Colorado	$17.9M	-$11.5M	4	0.55%	Reduced
350	FMA Fiduciary Management Associates Chicago, Illinois	$17.9M	-$260K	1	1.19%	Reduced