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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	RBCM Raub Brock Capital Management Larkspur, California	$14.5M	+$291K	1	4.05%	Increased
327	Oregon Public Employees Retirement Fund Tigard, Oregon	$14.5M	+$1.19M	7	0.25%	Increased
328	Madison Investment Holdings Madison, Wisconsin	$14.4M	+$3.95M	1	0.27%	Increased
329	Todd Asset Management Louisville, Kentucky	$14.3M	+$11.5M	1	0.41%	Increased
330	TBC Tweedy, Browne Co Stamford, Connecticut	$14.2M	-$44.2K	1	0.42%	Reduced
331	CIBC World Markets New York	$14.2M	+$7.16M	7	0.15%	Increased
332	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$14.2M	+$3.34M	1	1.33%	Increased
333	Whittier Trust South Pasadena, California	$14.1M	+$50.3K	4	0.55%	Increased
334	Engineers Gate Manager New York	$14M	-$2.27M	4	1.26%	Reduced
335	Luther King Capital Management (LKCM) Fort Worth, Texas	$14M	+$428K	3	0.13%	Increased
336	Gateway Investment Advisers Cincinnati, Ohio	$13.9M	+$231K	7	0.12%	Increased
337	FCM Flinton Capital Management Philadelphia, Pennsylvania	$13.8M	+$895K	5	0.51%	Increased
338	RI Redwood Investments Boston, Massachusetts	$13.6M	+$13M	2	1.37%	New
339	SCM Suffolk Capital Management New York	$13.6M	+$12.6M	1	1.79%	New
340	NA Neuburgh Advisers Los Angeles, California	$13.4M	-$259K	6	0.51%	Reduced
341	Montrusco Bolton Investments Montreal, Quebec, Canada	$13.4M	-$52.5K	1	0.74%	Reduced
342	Virginia Retirement Systems Richmond, Virginia	$13.4M	-$330K	2	0.17%	Reduced
343	Highbridge Capital Management New York	$13.4M	+$12.4M	5	0.2%	Increased
344	DL Delta Lloyd Amsterdam, Netherlands	$13.3M	-$696K	2	0.37%	Reduced
345	Public Employees Retirement Association of Colorado Denver, Colorado	$13.3M	-$30.6K	11	0.1%	Reduced
346	GIP Granite Investment Partners El Segundo, California	$13.2M	+$355K	2	0.89%	Increased
347	Baird Financial Group Milwaukee, Wisconsin	$13.1M	-$3.75M	4	0.1%	Reduced
348	QAM QCI Asset Management Pittsford, New York	$13.1M	+$12.9M	4	1.58%	Increased
349	Marshall Wace London, United Kingdom	$13M	-$3.03M	2	0.57%	Reduced
350	ESBC E.S. Barr & Co Lexington, Kentucky	$13M	-$66.5K	1	1.44%	Reduced