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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
151	VM Valinor Management New York	$75.9M	+$76.8M	1	3.14%	New
152	CGM Capital Growth Management Boston, Massachusetts	$75.5M	+$76.5M	1	2%	New
153	Aristotle Capital Management Los Angeles, California	$75M	+$74.7M	1	2.06%	New
154	GAMCO Investors Greenwich, Connecticut	$74.5M	+$78.1M	6	0.47%	New
155	ACP Ashfield Capital Partners San Francisco, California	$73.9M	+$73.1M	3	3.98%	New
156	Westwood Holdings Group Dallas, Texas	$72.6M	+$73.5M	1	0.63%	New
157	NFA Nationwide Fund Advisors Columbus, Ohio	$72.1M	+$71.7M	10	0.38%	New
158	Royce & Associates New York	$70.6M	+$71.5M	4	0.22%	New
159	Axiom Investors Greenwich, Connecticut	$70.3M	+$70.5M	2	2.55%	New
160	Westfield Capital Management Boston, Massachusetts	$70.2M	+$71.1M	2	0.48%	New
161	Disciplined Growth Investors Minneapolis, Minnesota	$70M	+$70.9M	1	2.26%	New
162	BNP Paribas Asset Management Paris, France	$69.7M	+$70.1M	4	0.52%	New
163	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$69.1M	+$69.8M	8	0.13%	New
164	Gates Capital Management New York	$68.1M	+$67.1M	1	3.12%	New
165	HMP HS Management Partners New York	$67.6M	+$66.6M	1	4.07%	New
166	1919 Investment Counsel Baltimore, Maryland	$66.8M	+$68M	4	1.56%	New
167	APG Asset Management Amsterdam, Netherlands	$65.9M	+$66.9M	4	0.21%	New
168	Swiss National Bank Zurich, Switzerland	$65.4M	+$66.5M	8	0.29%	New
169	Nicholas Company Milwaukee, Wisconsin	$64.4M	+$65M	2	1.97%	New
170	KeyBank National Association Cleveland, Ohio	$64.3M	+$61.4M	6	0.24%	New
171	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$62.9M	+$61.9M	1	0.86%	New
172	Axa Paris, France	$61.6M	+$62.4M	4	0.33%	New
173	US Bancorp Minneapolis, Minnesota	$61.3M	+$62.1M	12	0.28%	New
174	MGC Merchants' Gate Capital New York	$60.6M	+$57.2M	1	2.91%	New
175	Nuveen Charlotte, North Carolina	$59.4M	+$59.4M	7	0.4%	New