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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
126	CCM Cornerstone Capital Management Edina, Minnesota	$93.8M	+$93M	2	3.09%	New
127	UBS O'Connor Chicago, Illinois	$92.2M	+$94.9M	2	1.73%	New
128	Bessemer Group Woodbridge, New Jersey	$92.2M	+$91M	6	0.83%	New
129	TimesSquare Capital Management New York	$90.7M	+$90.2M	4	0.56%	New
130	Kornitzer Capital Management Shawnee Mission, Kansas	$89.2M	+$87M	2	1.17%	New
131	River Road Asset Management Louisville, Kentucky	$87.1M	+$85.8M	1	1.08%	New
132	TCM Tiger Consumer Management New York	$86.2M	+$81.4M	1	3.04%	New
133	Flossbach Von Storch Cologne, Germany	$85.7M	+$84.5M	1	2.59%	New
134	Gabelli Funds Rye, New York	$83.8M	+$87.4M	7	0.51%	New
135	BlackRock Japan Tokyo, Japan	$83.6M	+$84.1M	6	0.38%	New
136	AQR Capital Management Greenwich, Connecticut	$83.5M	+$84.5M	8	0.3%	New
137	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$82.6M	+$85.6M	2	0.62%	New
138	Schroder Investment Management Group London, United Kingdom	$82.4M	+$83.4M	5	0.22%	New
139	Chilton Investment Company Stamford, Connecticut	$81.7M	+$84.8M	2	2.18%	New
140	ING Group Amsterdam, Netherlands	$80.6M	+$80.6M	3	0.43%	New
141	Discovery Capital Management South Norwalk, Connecticut	$79.6M	+$75.2M	1	0.85%	New
142	Two Sigma Investments New York	$79.4M	+$80.9M	6	0.55%	New
143	Geneva Capital Management Milwaukee, Wisconsin	$78.3M	+$77.1M	1	1.57%	New
144	Robeco Institutional Asset Management Rotterdam, Netherlands	$77.9M	+$77M	5	0.79%	New
145	Alkeon Capital Management New York	$77.2M	+$78.2M	1	1.73%	New
146	Castleark Management Chicago, Illinois	$77M	+$72.8M	4	2.55%	New
147	Baillie Gifford & Co Edinburgh, United Kingdom	$76.6M	+$79.7M	1	0.23%	New
148	MTB Mizuho Trust & Banking Tokyo, Japan	$76.3M	+$77.5M	5	0.32%	New
149	Barclays London, United Kingdom	$76.2M	+$76.3M	10	0.09%	New
150	MAMU Marathon Asset Management (UK) London, United Kingdom	$76M	+$77.4M	1	1.8%	New