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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
401	Thrivent Financial for Lutherans Minneapolis, Minnesota	$11.2M	+$5.74M	8	0.06%	Increased
402	Allstate Corporation Northbrook, Illinois	$11.2M	+$8.39M	1	0.51%	Increased
403	Madison Investment Holdings Madison, Wisconsin	$11.1M	-$627K	1	0.24%	Reduced
404	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$10.9M	-$31.5M	6	0.04%	Reduced
405	Mirae Asset Global Investments Seoul, South Korea	$10.9M	-$9.7M	1	0.39%	Reduced
406	Arrowstreet Capital Boston, Massachusetts	$10.9M	+$10.8M	2	0.06%	New
407	CCM Cupps Capital Management Chicago, Illinois	$10.7M	+$2.65M	1	0.99%	Increased
408	Moore Capital Management New York	$10.7M	+$454K	1	0.25%	Increased
409	SeaBridge Investment Advisors Summit, New Jersey	$10.6M	-$1M	2	2.47%	Reduced
410	Gulf International Bank (UK) London, United Kingdom	$10.6M	+$115K	4	0.2%	Increased
411	Jay A. Fishman Ltd Troy, Michigan	$10.6M	+$570K	1	2.33%	Increased
412	Zurich Cantonal Bank Zurich, Switzerland	$10.5M	+$963K	5	0.34%	Increased
413	Douglas C. Lane & Associates New York	$10.5M	-$2.58M	2	0.31%	Reduced
414	UMA USA Mutuals Advisors Dallas, Texas	$10.5M	$0	1	4.23%	Maintained
415	SCM Stevens Capital Management Radnor, Pennsylvania	$10.4M	-$8.72M	2	0.31%	Reduced
416	Jane Street New York	$10.4M	-$490K	4	0.11%	Reduced
417	Johnson Investment Counsel Cincinnati, Ohio	$10.4M	+$11.2M	3	0.35%	Increased
418	Jupiter Investment Management London, United Kingdom	$10.4M	+$8.04M	2	0.51%	Increased
419	BA Broadview Advisors Milwaukee, Wisconsin	$10.4M	+$64.8K	1	1.13%	Increased
420	Andra AP-fonden Goteborg, Sweden	$10.3M	-$2.56M	4	0.24%	Reduced
421	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.3M	-$3.39M	5	0.31%	Reduced
422	Freestone Capital Holdings Seattle, Washington	$10.3M	-$939K	2	1.78%	Reduced
423	World Asset Management Detroit, Michigan	$10.2M	+$494K	6	0.31%	Increased
424	Jefferies Group New York	$10.1M	-$6.21M	7	0.07%	Reduced
425	HT HAP Trading New York	$10M	-$12.2M	3	0.4%	Reduced