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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
351	KBC Group Brussels, Belgium	$16.2M	+$16.5M	6	0.3%	New
352	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$16.2M	+$16.5M	4	0.36%	New
353	Alyeska Investment Group Chicago, Illinois	$16.2M	+$16.3M	3	0.8%	New
354	CCM Crestwood Capital Management New York	$16.2M	+$15.3M	1	2.29%	New
355	KCA KR Capital Advisors New York	$16M	+$15.8M	1	2.91%	New
356	Fjarde Ap-fonden Stockholm, Sweden	$15.7M	+$16M	4	0.33%	New
357	Braun Stacey Associates New York	$15.7M	+$14.8M	1	0.99%	New
358	CCMH Cornerstone Capital Management Holdings New York	$15.7M	+$15.9M	5	0.19%	New
359	QIM Quest Investment Management Lake Oswego, Oregon	$15.5M	+$16M	1	1.17%	New
360	LBG Lloyds Banking Group London, United Kingdom	$15.5M	+$15.8M	4	0.16%	New
361	United Capital Financial Advisors Irving, Texas	$15.4M	+$15.2M	2	0.41%	New
362	PIM Provident Investment Management Novi, Michigan	$15.2M	+$15M	1	4.53%	New
363	AIM Act II Management New York	$15.2M	+$15.4M	1	4.09%	New
364	Temasek Holdings Singapore	$15.2M	+$14.9M	1	0.38%	New
365	BNP Paribas Financial Markets Paris, France	$15M	+$14.9M	6	0.01%	New
366	KCM Kingdon Capital Management New York	$15M	+$15.3M	2	0.89%	New
367	PEAK6 Group Chicago, Illinois	$15M	+$15.1M	5	0.06%	New
368	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$14.9M	+$15.3M	4	0.42%	New
369	Fiera Capital (Canada) Montreal, Quebec, Canada	$14.9M	+$14.8M	2	0.16%	New
370	HM Payson & Co Portland, Maine	$14.9M	+$14.7M	1	0.89%	New
371	Jupiter Investment Management London, United Kingdom	$14.9M	+$15.1M	4	1.79%	New
372	ExxonMobil Investment Management Irving, Texas	$14.6M	+$14.9M	4	0.37%	New
373	NCGI Next Century Growth Investors Plymouth, Minnesota	$14.6M	+$14.3M	2	0.47%	New
374	VCM Vision Capital Management Portland, Oregon	$14.5M	+$15.1M	1	2.33%	New
375	FOAM Five Oceans Asset Management Sydney, Australia	$14.3M	+$14.2M	2	4.29%	New