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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	Chilton Investment Company Stamford, Connecticut	$103M	+$329K	2	3%	Increased
127	SAC Capital Advisors Stamford, Connecticut	$103M	-$67.2M	7	0.6%	Reduced
128	Gabelli Funds Rye, New York	$102M	+$4.34M	7	0.55%	Increased
129	BNP Paribas Asset Management Paris, France	$101M	-$4.49M	3	0.76%	Reduced
130	Northern Trust Company of Connecticut Stamford, Connecticut	$101M	-$10.9M	8	0.63%	Reduced
131	GTP Global Thematic Partners New York	$101M	+$46.8M	1	1.56%	Increased
132	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$99.2M	+$2.92M	1	0.71%	Increased
133	NFA Nationwide Fund Advisors Columbus, Ohio	$97.7M	-$24.3M	11	0.41%	Reduced
134	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$97.1M	+$80.1M	4	1.85%	Increased
135	BlackRock Japan Tokyo, Japan	$97M	-$14.3M	7	0.43%	Reduced
136	MTB Mizuho Trust & Banking Tokyo, Japan	$94.3M	+$14M	6	0.36%	Increased
137	TimesSquare Capital Management New York	$93M	-$16.6M	3	0.47%	Reduced
138	Susquehanna International Group Bala Cynwyd, Pennsylvania	$91.3M	+$29.7M	8	0.04%	Increased
139	AB Atlas Brown Louisville, Kentucky	$89.8M	+$9.31K	2	62.88%	Increased
140	AQR Capital Management Greenwich, Connecticut	$89.3M	+$7.44M	9	0.27%	Increased
141	State of Wisconsin Investment Board Madison, Wisconsin	$89.2M	-$5.88M	7	0.34%	Reduced
142	Baillie Gifford & Co Edinburgh, United Kingdom	$89.1M	-$2.25M	1	0.21%	Reduced
143	First Pacific Advisors El Segundo, California	$88.8M	-$7.4M	1	0.84%	Reduced
144	Schroder Investment Management Group London, United Kingdom	$88.6M	-$3.73M	7	0.11%	Reduced
145	Lord, Abbett & Co Jersey City, New Jersey	$88.6M	+$39.2M	5	0.2%	Increased
146	Swiss National Bank Zurich, Switzerland	$87.4M	-$1.2M	9	0.34%	Reduced
147	Thornburg Investment Management Santa Fe, New Mexico	$87.1M	+$83.8M	1	0.33%	New
148	GAMCO Investors Greenwich, Connecticut	$86.8M	+$3.92M	7	0.47%	Increased
149	AGA Altrinsic Global Advisors Stamford, Connecticut	$86.1M	+$3.29M	1	1.5%	Increased
150	Millennium Management New York	$85.9M	-$60.8M	8	0.27%	Reduced