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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	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$10.7M	-$61K	1	1%	Reduced
377	Xact Kapitalforvaltning Stockholm, Sweden	$10.5M	+$230K	8	0.33%	Increased
378	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.5M	+$4.4M	5	0.19%	Increased
379	Norinchukin Bank Tokyo, Japan	$10.4M	+$4.09M	7	0.22%	Increased
380	SCM Segantii Capital Management Hong Kong	$10.4M	+$3.83M	2	1.71%	Increased
381	AR Advisory Research Chicago, Illinois	$10.4M	+$10.5M	1	0.15%	New
382	HT HAP Trading New York	$10.3M	-$7.56M	3	0.64%	Reduced
383	CIBC Private Wealth Group Atlanta, Georgia	$10.3M	-$422K	2	0.06%	Reduced
384	CIM Chiron Investment Management New York	$10.3M	+$7.22M	1	3.92%	Increased
385	SIM Spark Investment Management New York	$10.1M	+$9.1M	2	0.64%	New
386	DA Denali Advisors San Diego, California	$10.1M	+$1.75M	2	1.48%	Increased
387	Kennedy Capital Management St Louis, Missouri	$10M	-$1.36M	1	0.18%	Reduced
388	Madison Investment Holdings Madison, Wisconsin	$10M	+$1M	1	0.19%	Increased
389	DCM Dupont Capital Management Wilmington, Delaware	$9.98M	+$5.59M	3	0.22%	Increased
390	Commonwealth Equity Services Waltham, Massachusetts	$9.8M	+$1.51M	6	0.07%	Increased
391	CG Clinton Group New York	$9.78M	+$127K	5	0.57%	Increased
392	BRCA Birch Run Capital Advisors Dallas, Texas	$9.7M	+$4.11M	1	3.93%	Increased
393	PEAK6 Group Chicago, Illinois	$9.63M	-$9.21M	5	0.08%	Reduced
394	TC Tyvor Capital Oak Brook, Illinois	$9.6M	-$11.1M	1	1.79%	Reduced
395	CC Clearline Capital New York	$9.56M	+$9.67M	1	4.52%	New
396	Första AP-fonden Stockholm, Sweden	$9.53M	-$26.6M	2	0.31%	Reduced
397	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$9.49M	-$1.31M	3	1.4%	Reduced
398	Primecap Management Pasadena, California	$9.47M	$0	1	0.01%	Maintained
399	PL Parthenon LLC Louisville, Kentucky	$9.44M	-$108K	4	2.24%	Reduced
400	Perkins Investment Management Chicago, Illinois	$9.44M	-$4.75M	1	0.12%	Reduced