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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
176	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$59.4M	+$60.1M	2	1.08%	New
177	Mackenzie Financial Toronto Ontario, Ontario, Canada	$58.8M	+$59.8M	4	0.28%	New
178	TD Asset Management Toronto, Ontario, Canada	$58.5M	+$59.4M	5	0.13%	New
179	BCMNY Buckingham Capital Management (New York) New York	$58.2M	+$56.4M	3	5.52%	New
180	SG Americas Securities New York	$58.1M	+$58.5M	7	0.28%	New
181	Maverick Capital Dallas, Texas	$58.1M	+$58.8M	1	0.78%	New
182	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$57.5M	+$56.4M	1	2.83%	New
183	Guggenheim Capital Chicago, Illinois	$56.5M	+$57.6M	9	0.24%	New
184	GH GAM Holding Zurich, Switzerland	$54.8M	+$55.8M	4	1.2%	New
185	Congress Asset Management Boston, Massachusetts	$54.2M	+$56.2M	1	1.61%	New
186	Ariel Investments Chicago, Illinois	$53M	+$52.2M	1	0.87%	New
187	SCM SOL Capital Management Rockville, Maryland	$52.4M	+$51.6M	2	21.29%	New
188	Beck Mack & Oliver New York	$52.2M	+$51.5M	2	1.42%	New
189	Lazard Asset Management New York	$51.8M	+$52.3M	6	0.12%	New
190	PGGM Investments Zeist, Netherlands	$51M	+$51.3M	2	0.3%	New
191	MSA Mason Street Advisors Milwaukee, Wisconsin	$49M	+$49.3M	9	0.54%	New
192	Comerica Bank Dallas, Texas	$48.9M	+$49.1M	9	0.4%	New
193	CCM Conatus Capital Management Greenwich, Connecticut	$48.9M	+$49.5M	1	2.05%	New
194	AIG American International Group New York	$47.7M	+$47.8M	11	0.29%	New
195	F&C Asset Management Edinburgh, Scotland, United Kingdom	$47.4M	+$47.7M	6	0.65%	New
196	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$46.6M	+$47.1M	4	0.12%	New
197	LCM Logan Capital Management Newtown Square, Pennsylvania	$46.2M	+$56.8M	3	3.72%	New
198	Susquehanna International Group Bala Cynwyd, Pennsylvania	$46M	+$46.2M	8	0.03%	New
199	Scharf Investments Los Gatos, California	$45.7M	+$45M	1	2.48%	New
200	TGA Trilogy Global Advisors Winter Park, Florida	$45.7M	+$45M	1	1.06%	New