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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	ClearBridge Investments New York	$65.4M	-$49.2M	3	0.08%	Reduced
152	Frontier Capital Management Boston, Massachusetts	$65.2M	+$4.99M	2	0.52%	Increased
153	TD Asset Management Toronto, Ontario, Canada	$64.9M	+$3.43M	6	0.12%	Increased
154	Aberdeen Asset Management Aberdeen, United Kingdom	$64M	+$8.51M	6	0.23%	Increased
155	Acadian Asset Management Boston, Massachusetts	$63.9M	+$43.1M	6	0.32%	Increased
156	Two Sigma Advisers New York	$63.8M	+$15.8M	6	0.36%	Increased
157	Saturna Capital Bellingham, Washington	$63.5M	+$293K	2	2.03%	Increased
158	Gotham Asset Management New York	$62.8M	+$12.2M	5	0.7%	Increased
159	SC Shellback Capital Boston, Massachusetts	$61.5M	+$208K	2	6.6%	Increased
160	STRS Ohio Columbus, Ohio	$61.3M	-$5.71M	10	0.28%	Reduced
161	Susquehanna International Group Bala Cynwyd, Pennsylvania	$60.2M	-$93.1M	11	0.03%	Reduced
162	Korea Investment Corp Seoul, South Korea	$60.2M	-$19.9M	6	0.44%	Reduced
163	TCW Group Los Angeles, California	$59.4M	+$27.4M	3	0.44%	Increased
164	Lord, Abbett & Co Jersey City, New Jersey	$59.2M	-$9.7M	4	0.19%	Reduced
165	Edmond de Rothschild Holding Chambesy, Switzerland	$59.2M	-$19.7M	5	1.89%	Reduced
166	EC Eminence Capital New York	$58.5M	+$59.5M	1	1.03%	New
167	State of New Jersey Common Pension Fund D Trenton, New Jersey	$57.8M	-$2.9M	5	0.26%	Reduced
168	Edmond de Rothschild Asset Management (France) Paris, France	$57.4M	-$19.5M	2	2.5%	Reduced
169	ARGA Investment Management Stamford, Connecticut	$57.3M	-$27.4M	3	18.95%	Reduced
170	John W. Bristol & Co New York	$57M	-$912K	1	1.54%	Reduced
171	Congress Asset Management Boston, Massachusetts	$56.2M	-$52.9M	2	1.36%	Reduced
172	Markel Group Glen Allen, Virginia	$55.3M	-$1.77M	2	1.49%	Reduced
173	Samlyn Capital New York	$55.2M	-$45.6M	1	1.18%	Reduced
174	HHC Hutchin Hill Capital New York	$54.9M	+$47.7M	3	1.61%	Increased
175	RCM Riverhead Capital Management Wilmington, Delaware	$54.4M	+$5.56M	7	0.77%	Increased