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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	LCM Logan Capital Management Newtown Square, Pennsylvania	$14.2M	-$604K	2	1.2%	Reduced
352	Public Employees Retirement Association of Colorado Denver, Colorado	$14.1M	-$1.11M	11	0.12%	Reduced
353	Natixis Advisors Boston, Massachusetts	$14M	+$2.54M	5	0.19%	Increased
354	CG Clinton Group New York	$13.9M	+$3.05M	7	0.61%	Increased
355	Fjarde Ap-fonden Stockholm, Sweden	$13.9M	-$717K	6	0.32%	Reduced
356	SG Americas Securities New York	$13.9M	-$7.66M	10	0.1%	Reduced
357	Societe Generale	$13.9M	+$14.2M	10	0.1%	New
358	DCM Decatur Capital Management Decatur, Georgia	$13.9M	-$604K	1	1.87%	Reduced
359	Nuveen Charlotte, North Carolina	$13.8M	-$22.6M	5	0.09%	Reduced
360	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$13.8M	-$102K	10	0.15%	Reduced
361	Country Trust Bank Bloomington, Illinois	$13.7M	+$207K	1	0.74%	Increased
362	CCP Clough Capital Partners Boston, Massachusetts	$13.7M	-$18.1M	1	0.73%	Reduced
363	EULAV Asset Management Sarasota, Florida	$13.6M	+$1.73M	4	0.75%	Increased
364	NPIC Neumeier Poma Investment Counsel Carmel, California	$13.6M	+$1.94M	1	2.15%	Increased
365	ZIG Zuckerman Investment Group Chicago, Illinois	$13.5M	+$5.34M	1	3.6%	Increased
366	RC RBO & Co Saint Helena, California	$13.5M	+$81.1K	2	3.97%	Increased
367	Jacobs Levy Equity Management Florham Park, New Jersey	$13.4M	+$14.4M	3	0.28%	New
368	SCI SkyBridge Capital II New York	$13.2M	+$4.19M	1	3.49%	Increased
369	ESBC E.S. Barr & Co Lexington, Kentucky	$12.9M	-$60.7K	1	1.57%	Reduced
370	Chilton Capital Management Houston, Texas	$12.9M	-$85.9K	2	1.25%	Reduced
371	Nuveen Fund Advisors Chicago, Illinois	$12.8M	+$12.8M	3	1.98%	New
372	RBCM Raub Brock Capital Management Larkspur, California	$12.6M	-$805K	1	3.78%	Reduced
373	Kayne Anderson Rudnick Investment Management Los Angeles, California	$12.5M	-$165K	2	0.19%	Reduced
374	First Pacific Advisors El Segundo, California	$12.2M	+$15.1M	1	0.1%	New
375	Braun Stacey Associates New York	$12.2M	-$289K	1	0.79%	Reduced