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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	Norinchukin Bank Tokyo, Japan	$11.4M	+$777K	7	0.23%	Increased
377	CIBC Private Wealth Group Atlanta, Georgia	$11.4M	+$521K	2	0.07%	Increased
378	MN Services Vermogensbeheer The Hague, Netherlands	$11.1M	+$8.98M	7	0.3%	Increased
379	CIM Contrarius Investment Management St. Helier, Jersey	$11M	+$2.47M	2	0.73%	Increased
380	Banco Santander Madrid, Spain	$10.9M	+$10.7M	4	0.21%	Increased
381	HighTower Advisors Chicago, Illinois	$10.9M	+$1.8M	7	0.1%	Increased
382	Kennedy Capital Management St Louis, Missouri	$10.9M	-$65.9K	1	0.21%	Reduced
383	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.9M	-$966K	7	0.18%	Reduced
384	Natixis Paris, France	$10.9M	-$2.28M	4	0.12%	Reduced
385	Stephens Inc Little Rock, Arkansas	$10.7M	+$1.86M	4	0.37%	Increased
386	Daiwa Securities Group Tokyo, Japan	$10.6M	-$14.1M	7	0.07%	Reduced
387	DA Denali Advisors San Diego, California	$10.6M	-$11.8K	1	1.73%	Reduced
388	NIMC NWQ Investment Management Company Los Angeles, California	$10.6M	-$3.88M	1	0.15%	Reduced
389	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$10.6M	$0	3	1.63%	Maintained
390	SIM Spark Investment Management New York	$10.4M	-$1.32M	2	0.64%	Reduced
391	Artemis Investment Management Edinburgh, United Kingdom	$10.4M	-$3.45M	2	0.25%	Reduced
392	CIM Chiron Investment Management New York	$10.3M	-$1.56M	1	3.05%	Reduced
393	Pendal Group Sydney, Australia	$10.2M	+$10.2M	3	0.15%	New
394	ECP Elk Creek Partners Denver, Colorado	$10.2M	+$7.37M	2	0.66%	Increased
395	Polar Capital London, United Kingdom	$10.1M	$0	1	0.14%	Maintained
396	SCM SKBA Capital Management San Francisco, California	$10.1M	+$1.86M	1	1.53%	Increased
397	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$10M	-$115K	6	0.1%	Reduced
398	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$10M	+$2.39M	8	0.1%	Increased
399	DCCA D.C. Capital Advisors New York	$9.9M	+$7.5M	2	6.85%	Increased
400	SCM SG Capital Management Chicago, Illinois	$9.86M	+$9.11M	1	1.75%	New