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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	SAM Skyline Asset Management Chicago, Illinois	$14.8M	$0	1	1.02%	Maintained
352	Fjarde Ap-fonden Stockholm, Sweden	$14.7M	-$1.05M	6	0.36%	Reduced
353	DJSG D.J. St. Germain Springfield, Massachusetts	$14.6M	-$45.1K	1	2.21%	Reduced
354	SCM Stevens Capital Management Radnor, Pennsylvania	$14.6M	+$2.42M	4	0.52%	Increased
355	HBK Investments Dallas, Texas	$14.5M	+$12.5M	4	0.15%	Increased
356	CM CS McKee Pittsburgh, Pennsylvania	$14.5M	-$1.2M	1	0.4%	Reduced
357	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14.3M	+$3.47M	2	0.71%	Increased
358	SCM SeaStone Capital Management New York	$14.3M	+$1,000K	1	4.03%	Increased
359	DCM Decatur Capital Management Decatur, Georgia	$14.2M	+$14.2M	1	1.77%	New
360	Janus Henderson Group London,	$14.2M	+$4.35M	6	0.11%	Increased
361	First Manhattan New York	$14.2M	-$1.29M	4	0.08%	Reduced
362	CAM Cacti Asset Management Atlanta, Georgia	$14M	-$3.94M	1	1.51%	Reduced
363	Foresters Investment Management New York	$13.9M	+$4.18M	3	0.26%	Increased
364	GCP GSA Capital Partners London, United Kingdom	$13.9M	+$5.39M	8	0.53%	Increased
365	Spot Trading Chicago, Illinois	$13.8M	+$9.34M	5	0.13%	Increased
366	VCM Vision Capital Management Portland, Oregon	$13.6M	-$3.8M	1	2.52%	Reduced
367	ExxonMobil Investment Management Irving, Texas	$13.5M	-$1.2M	5	0.33%	Reduced
368	DCM Dupont Capital Management Wilmington, Delaware	$13.5M	-$17.3M	6	0.29%	Reduced
369	GIP Granite Investment Partners El Segundo, California	$13.3M	+$13.2M	2	1.23%	New
370	AFG American Financial Group Cincinnati, Ohio	$13.3M	$0	1	1.09%	Maintained
371	Commerce Bank Kansas City, Missouri	$13.3M	+$625K	4	0.21%	Increased
372	B BP London, United Kingdom	$13.2M	+$9.42M	3	0.5%	Increased
373	Kayne Anderson Rudnick Investment Management Los Angeles, California	$13.2M	-$274K	2	0.2%	Reduced
374	ESBC E.S. Barr & Co Lexington, Kentucky	$13M	-$28K	1	1.55%	Reduced
375	FL Fort LP Chevy Chase, Maryland	$13M	+$3.81M	2	6.75%	Increased