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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	ExxonMobil Investment Management Irving, Texas	$14.4M	+$752K	7	0.32%	Increased
327	RC RBO & Co Saint Helena, California	$14.4M	+$1.02M	2	4.26%	Increased
328	JCP Jabre Capital Partners Geneva, Switzerland	$14.3M	+$5.68M	1	1.63%	Increased
329	Polar Asset Management Partners Toronto, Ontario, Canada	$14.2M	-$7.63M	2	0.39%	Reduced
330	SCI SkyBridge Capital II New York	$14.1M	+$1.64M	1	2.94%	Increased
331	ZIG Zuckerman Investment Group Chicago, Illinois	$14.1M	+$520K	1	3.44%	Increased
332	BCM Billings Capital Management Arlington, Virginia	$14M	+$1.06M	1	11.6%	Increased
333	Fjarde Ap-fonden Stockholm, Sweden	$13.9M	+$1.06M	7	0.33%	Increased
334	Gateway Investment Advisers Cincinnati, Ohio	$13.8M	+$377K	7	0.13%	Increased
335	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$13.7M	-$677K	5	0.14%	Reduced
336	Fred Alger Management New York	$13.6M	-$38.5M	3	0.07%	Reduced
337	AFG American Financial Group Cincinnati, Ohio	$13.5M	$0	1	1.29%	Maintained
338	Rubric Capital Management (New York) New York	$13.4M	+$12.5M	1	4.6%	New
339	SCM Stevens Capital Management Radnor, Pennsylvania	$13.3M	-$10.1M	3	0.54%	Reduced
340	Westwood Holdings Group Dallas, Texas	$13.3M	+$2.22M	2	0.11%	Increased
341	FCM Flinton Capital Management Philadelphia, Pennsylvania	$13.1M	+$14.3M	5	0.58%	New
342	Tocqueville Asset Management New York	$13M	-$4.3M	1	0.17%	Reduced
343	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$12.9M	+$13.7M	1	4.34%	New
344	BGE BLS Global Equities Klampenborg, Denmark	$12.9M	+$13.7M	1	4.34%	New
345	Andra AP-fonden Goteborg, Sweden	$12.9M	+$3.62M	6	0.35%	Increased
346	Primecap Management Pasadena, California	$12.9M	+$12M	1	0.01%	New
347	Public Employees Retirement Association of Colorado Denver, Colorado	$12.8M	+$632K	11	0.1%	Increased
348	Clifford Swan Investment Counsel Pasadena, California	$12.7M	-$136K	1	0.85%	Reduced
349	PP Paloma Partners Greenwich, Connecticut	$12.7M	-$14.8M	9	0.12%	Reduced
350	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$12.6M	$0	1	1.63%	Maintained