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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	Xact Kapitalforvaltning Stockholm, Sweden	$15.1M	+$547K	8	0.36%	Increased
377	Engineers Gate Manager New York	$15.1M	+$5.56M	5	1.03%	Increased
378	Silvercrest Asset Management New York	$15M	-$620K	3	0.14%	Reduced
379	Ingalls & Snyder LLC New York	$14.8M	+$1.86M	4	0.68%	Increased
380	Kornitzer Capital Management Shawnee Mission, Kansas	$14.8M	-$5.01M	1	0.25%	Reduced
381	Mitsubishi UFJ Asset Management Tokyo, Japan	$14.8M	+$1.14M	7	0.32%	Increased
382	AIM Assured Investment Management New York	$14.7M	-$2.5M	3	0.3%	Reduced
383	Waratah Capital Advisors Toronto, Ontario, Canada	$14.3M	+$11.2M	1	1.67%	New
384	Första AP-fonden Stockholm, Sweden	$14.3M	-$3.91M	1	0.52%	Reduced
385	Wolverine Trading Chicago, Illinois	$14.3M	+$6.35M	8	0.05%	Increased
386	Mutual of America Capital Management New York	$14.2M	+$3.39M	6	0.22%	Increased
387	MLICM Metropolitan Life Insurance Company (MetLife) New York	$14.1M	-$22.3M	10	0.19%	Reduced
388	BlueCrest Capital Management St Helier, Jersey	$14.1M	+$7.29M	4	0.38%	Increased
389	Loomis, Sayles & Company Boston, Massachusetts	$13.5M	+$3.97M	2	0.03%	Increased
390	Stephens Inc Little Rock, Arkansas	$13.3M	+$755K	3	0.5%	Increased
391	Walleye Trading New York	$13.2M	-$5.09M	5	0.06%	Reduced
392	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$13.2M	-$5.44M	5	0.45%	Reduced
393	ExxonMobil Investment Management Irving, Texas	$13.1M	-$1.76M	7	0.36%	Reduced
394	RI Redwood Investments Boston, Massachusetts	$13.1M	+$458K	1	0.93%	Increased
395	JGC J. Goldman & Co New York	$13M	-$29.8M	1	0.68%	Reduced
396	WI Wafra Inc New York	$12.9M	+$450K	2	0.59%	Increased
397	PAM Pagoda Asset Management New York	$12.8M	+$11.9M	1	4.26%	New
398	CCM Crestwood Capital Management New York	$12.7M	+$1.6M	1	6.69%	Increased
399	Crossmark Global Holdings Houston, Texas	$12.7M	+$3.49M	11	0.3%	Increased
400	Kennedy Capital Management St Louis, Missouri	$12.7M	-$343K	1	0.23%	Reduced