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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	RC RBO & Co Saint Helena, California	$17M	+$983K	2	4.44%	Increased
327	Kornitzer Capital Management Shawnee Mission, Kansas	$17M	-$8.71M	1	0.3%	Reduced
328	Castleark Management Chicago, Illinois	$16.6M	-$17.7M	2	0.52%	Reduced
329	Andra AP-fonden Goteborg, Sweden	$16.2M	-$2.15M	6	0.38%	Reduced
330	Jacobs Levy Equity Management Florham Park, New Jersey	$16.2M	+$9.56M	5	0.32%	Increased
331	Madison Investment Holdings Madison, Wisconsin	$16.1M	-$10.4K	1	0.29%	Reduced
332	Fjarde Ap-fonden Stockholm, Sweden	$16.1M	-$1.07M	7	0.31%	Reduced
333	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$16M	+$5.48M	5	0.57%	Increased
334	Artisan Partners Milwaukee, Wisconsin	$16M	+$8.5M	1	0.03%	Increased
335	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$15.9M	-$23.1K	1	1.36%	Reduced
336	PIA Piedmont Investment Advisors Durham, North Carolina	$15.7M	+$2.98M	4	0.33%	Increased
337	Första AP-fonden Stockholm, Sweden	$15.6M	-$11.1M	1	0.55%	Reduced
338	Wedge Capital Management Charlotte, North Carolina	$15.6M	-$636K	1	0.15%	Reduced
339	Walleye Trading New York	$15.6M	-$8.18M	6	0.08%	Reduced
340	GIP Granite Investment Partners El Segundo, California	$15.6M	+$661K	2	0.97%	Increased
341	AFG American Financial Group Cincinnati, Ohio	$15.5M	$0	1	1.6%	Maintained
342	RCM Riverhead Capital Management Wilmington, Delaware	$15.4M	+$1.53M	9	0.72%	Increased
343	Bessemer Group Woodbridge, New Jersey	$15.4M	+$7.06M	8	0.06%	Increased
344	TAM Tyers Asset Management Austin, Texas	$15.3M	+$1.38M	6	0.56%	Increased
345	Gulf International Bank (UK) London, United Kingdom	$15.3M	$0	5	0.21%	Maintained
346	AIM Assured Investment Management New York	$15.2M	+$9.78M	4	0.31%	Increased
347	Pendal Group Sydney, Australia	$15.1M	+$1.78M	4	0.2%	Increased
348	TBC Tweedy, Browne Co Stamford, Connecticut	$15M	$0	1	0.41%	Maintained
349	CAM Centre Asset Management New York	$14.9M	-$174K	2	3.88%	Reduced
350	Gateway Investment Advisers Cincinnati, Ohio	$14.9M	-$1.99M	7	0.13%	Reduced