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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	Fred Alger Management New York	$86.7M	+$7.22M	4	0.33%	Increased
152	Davidson Kempner Capital Management New York	$86.4M	+$81.1M	2	0.95%	Increased
153	Natixis Paris, France	$82.6M	+$37.5M	5	0.48%	Increased
154	State of Tennessee, Department of Treasury Nashville, Tennessee	$81.7M	+$1.53M	10	0.4%	Increased
155	GTP Global Thematic Partners New York	$80.2M	-$29.2M	2	3.15%	Reduced
156	Maverick Capital Dallas, Texas	$80.1M	-$8.51M	5	1%	Reduced
157	Public Employees Retirement Association of Colorado Denver, Colorado	$79.7M	-$23K	11	0.48%	Reduced
158	Lazard Asset Management New York	$79.6M	-$1.39M	2	0.13%	Reduced
159	Gotham Asset Management New York	$78.5M	-$60.7M	8	1.08%	Reduced
160	ACI AMP Capital Investors Sydney, Australia	$77.6M	-$14.3M	8	0.42%	Reduced
161	Axiom Investors Greenwich, Connecticut	$75.9M	+$11.1M	3	2.17%	Increased
162	CI Investments Inc Toronto, Ontario, Canada	$74.6M	-$10.8M	2	0.56%	Reduced
163	USAA United Services Automobile Association San Antonio, Texas	$74.5M	-$3.04M	9	0.19%	Reduced
164	MP MSD Partners New York	$73.3M	-$11M	1	5.52%	Reduced
165	Congress Asset Management Boston, Massachusetts	$73.2M	-$1.37M	3	0.95%	Reduced
166	SFM Systematic Financial Management Teaneck, New Jersey	$72.3M	+$440K	7	1.75%	Increased
167	Armistice Capital New York	$72.2M	+$43M	3	4.33%	Increased
168	STRS Ohio Columbus, Ohio	$71.2M	-$2.52M	10	0.31%	Reduced
169	LCP LGT Capital Partners Pfaeffikon, Switzerland	$70.8M	+$29.4M	1	5.5%	Increased
170	MSL Mackay Shields LLC New York	$69.6M	-$37.7M	5	0.53%	Reduced
171	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$68.9M	+$34.3M	1	9.27%	Increased
172	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$68.9M	+$750K	3	0.28%	Increased
173	Diamond Hill Capital Management Columbus, Ohio	$68.1M	+$6.66M	1	0.34%	Increased
174	Samlyn Capital New York	$67.8M	+$26.2M	2	1.53%	Increased
175	GGHC Gilder Gagnon Howe & Co New York	$67.1M	+$69.8M	1	0.68%	New