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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
376	RC RBO & Co Saint Helena, California	$14.2M	+$14.1M	2	6.27%	New
377	SIA SeaBridge Investment Advisors Summit, New Jersey	$14.2M	+$14M	2	3.74%	New
378	AFG American Financial Group Cincinnati, Ohio	$14M	+$13.8M	1	1.24%	New
379	Mirae Asset Global Investments Seoul, South Korea	$13.8M	+$14.2M	2	0.73%	New
380	Davidson Kempner Capital Management New York	$13.7M	+$13.6M	2	0.69%	New
381	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$13.6M	+$13.9M	4	0.1%	New
382	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$13.6M	+$13.8M	5	0.23%	New
383	KMC Kirr Marbach & Co Columbus, Indiana	$13.6M	+$13.4M	1	2.89%	New
384	Chilton Capital Management Houston, Texas	$13.2M	+$13M	1	1.65%	New
385	Marshall Wace North America New York	$13.2M	+$13.4M	2	1.04%	New
386	IAM Impax Asset Management Portsmouth, New Hampshire	$13.1M	+$12.9M	3	0.89%	New
387	H Hexavest Montreal, Quebec, Canada	$13.1M	+$12.9M	1	0.22%	New
388	Employees Retirement System of Texas Austin, Texas	$13M	+$13.2M	5	0.15%	New
389	Tiger Global Management New York	$12.9M	+$12.8M	1	0.22%	New
390	Kennedy Capital Management St Louis, Missouri	$12.8M	+$12.8M	2	0.26%	New
391	Kayne Anderson Rudnick Investment Management Los Angeles, California	$12.8M	+$13.3M	2	0.26%	New
392	Korea Investment Corp Seoul, South Korea	$12.8M	+$13.1M	3	0.15%	New
393	GACM Green Arrow Capital Management New York	$12.7M	+$12.3M	2	1.03%	New
394	Nomura Asset Management Tokyo, Japan	$12.6M	+$12.8M	4	0.25%	New
395	Asset Management One Tokyo, Japan	$12.6M	+$12.7M	5	0.2%	New
396	Utah Retirement Systems Salt Lake City, Utah	$12.6M	+$12.6M	6	0.43%	New
397	WAM World Asset Management Detroit, Michigan	$12.3M	+$12.4M	6	0.29%	New
398	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.2M	+$12.5M	4	0.35%	New
399	UIM Underhill Investment Management Greenbrae, California	$12M	+$12.5M	1	7.1%	New
400	Evercore Wealth Management New York	$12M	+$11.3M	2	0.68%	New