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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	FAS Formuepleje A/S Aarhus C, Denmark	$14.8M	+$14.6M	1	1.48%	New
377	NIMI Natixis Investment Managers International Paris, France	$14.8M	-$10.8M	2	1.95%	Reduced
378	PointState Capital New York	$14.6M	+$6.39M	3	0.18%	Increased
379	T TOBAM Paris, France	$14.5M	+$18.2M	1	0.64%	New
380	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$14.4M	-$126K	5	0.41%	Reduced
381	Sentry Investments Toronto, Ontario, Canada	$14.4M	-$1.08M	1	0.18%	Reduced
382	Royal London Asset Management United Kingdom	$14.4M	+$934K	4	0.33%	Increased
383	QS Batterymarch Financial Management New York	$14.3M	+$5.12M	3	0.36%	Increased
384	Mitsubishi UFJ Asset Management Tokyo, Japan	$14.3M	-$271K	5	0.37%	Reduced
385	DJSG D.J. St. Germain Springfield, Massachusetts	$14M	+$17.6M	1	2.06%	New
386	LI LMCG Investments Boston, Massachusetts	$14M	-$997K	3	0.3%	Reduced
387	Andra AP-fonden Goteborg, Sweden	$13.8M	+$6.45M	5	0.3%	Increased
388	Utah Retirement Systems Salt Lake City, Utah	$13.6M	-$480K	7	0.39%	Reduced
389	Nippon Life Global Investors Americas New York	$13.6M	+$5.78M	1	1.28%	Increased
390	SAM Sentinel Asset Management Montpelier, Vermont	$13.5M	+$6.95M	1	0.27%	Increased
391	Regions Financial Corp Birmingham, Alabama	$13.5M	+$591K	6	0.17%	Increased
392	SRIM Saratoga Research & Investment Management Saratoga, California	$13.4M	+$720K	1	1.34%	Increased
393	Kayne Anderson Rudnick Investment Management Los Angeles, California	$13.4M	-$385K	2	0.23%	Reduced
394	SAM Shell Asset Management The Hague, Netherlands	$13.4M	-$1.93M	5	0.21%	Reduced
395	AC Amici Capital New York	$13.3M	-$27.9M	1	0.42%	Reduced
396	AFG American Financial Group Cincinnati, Ohio	$13.2M	+$6.01M	1	1.07%	Increased
397	Davidson Kempner Capital Management New York	$13.1M	-$74.2M	2	0.39%	Reduced
398	ICM Intrepid Capital Management Jacksonville Beach, Florida	$13.1M	+$4.71M	1	3.1%	Increased
399	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$13.1M	+$12.9M	3	1.45%	New
400	Fiera Capital (Canada) Montreal, Quebec, Canada	$12.9M	+$780K	2	0.07%	Increased