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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
101	GAMCO Investors Greenwich, Connecticut	$110M	-$4.59M	5	0.72%	Reduced
102	WestEnd Advisors Charlotte, North Carolina	$110M	+$722K	1	5.37%	Increased
103	ABI Abrams Bison Investments Bethesda, Maryland	$109M	$0	1	11.03%	Maintained
104	Winton Group London, United Kingdom	$108M	+$37.7M	3	0.96%	Increased
105	GTP Global Thematic Partners New York	$107M	-$26.6M	1	2.14%	Reduced
106	Congress Asset Management Boston, Massachusetts	$107M	-$1.79M	2	2.66%	Reduced
107	Samlyn Capital New York	$107M	+$10.1M	2	2.21%	Increased
108	BNP Paribas Asset Management Paris, France	$104M	-$1.66M	6	0.88%	Reduced
109	RhumbLine Advisers Boston, Massachusetts	$104M	-$919K	12	0.33%	Reduced
110	TimesSquare Capital Management New York	$96.6M	-$13.5M	2	0.61%	Reduced
111	Stonehage Fleming Financial Services St. Helier, Jersey	$94.8M	+$31.2M	3	7.74%	Increased
112	Amundi Asset Management US Boston, Massachusetts	$94.5M	-$62.9M	2	0.35%	Reduced
113	Bank of Montreal Toronto, Ontario, Canada	$93.7M	+$4.07M	12	0.11%	Increased
114	South Texas Money Management San Antonio, Texas	$92.8M	+$20.5M	5	5.31%	Increased
115	LPU Lansdowne Partners (UK) London, United Kingdom	$91.2M	+$93.2M	2	0.63%	Increased
116	GH GAM Holding Zurich, Switzerland	$90.9M	+$1.72M	4	1.42%	Increased
117	DF Dent & Co Baltimore, Maryland	$88M	-$1.03M	1	2.47%	Reduced
118	BlackRock Japan Tokyo, Japan	$87.3M	+$5.3M	7	0.33%	Increased
119	State Board of Administration of Florida Retirement System Tallahassee, Florida	$86.7M	-$346K	10	0.32%	Reduced
120	MTB Mizuho Trust & Banking Tokyo, Japan	$86.6M	-$4.85M	5	0.29%	Reduced
121	CGM Capital Growth Management Boston, Massachusetts	$85.9M	+$92.7M	2	2.88%	New
122	Credit Agricole Montrouge Cedex, France	$84.5M	-$1.68M	7	0.4%	Reduced
123	State of Michigan Retirement System Lansing, Michigan	$83.5M	+$38.7M	6	0.64%	Increased
124	Adage Capital Partners Boston, Massachusetts	$83.3M	+$8.03M	7	0.22%	Increased
125	UBS Group Zurich, Switzerland	$82M	+$9.29M	15	0.05%	Increased