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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	DS Dalal Street West Lake Hills, Texas	$53.1M	+$51.6M	1	15.39%	New
177	Panagora Asset Management Boston, Massachusetts	$53.1M	+$17.5M	10	0.26%	Increased
178	Apex Capital Management Dayton, Ohio	$52.8M	+$875K	3	1.16%	Increased
179	Loomis, Sayles & Company Boston, Massachusetts	$51.6M	-$5.75M	6	0.15%	Reduced
180	Arrowstreet Capital Boston, Massachusetts	$51.3M	+$11M	2	0.22%	Increased
181	Boston Partners Boston, Massachusetts	$51M	+$24.3M	3	0.08%	Increased
182	Federated Hermes Pittsburgh, Pennsylvania	$51M	-$8.85M	9	0.16%	Reduced
183	Commerzbank Aktiengesellschaft Frankfurt, Germany	$50.4M	+$9.93M	7	0.42%	Increased
184	Retirement Systems of Alabama Montgomery, Alabama	$50M	-$1.07M	6	0.3%	Reduced
185	TGA Trilogy Global Advisors Winter Park, Florida	$49.8M	-$863K	1	1.38%	Reduced
186	FQ First Quadrant Glendale, California	$49.4M	+$30.7M	5	1.08%	Increased
187	Fifth Third Bancorp Cincinnati, Ohio	$49.3M	+$6.83M	9	0.43%	Increased
188	ACI AMP Capital Investors Sydney, Australia	$48.4M	-$4.57M	7	0.32%	Reduced
189	Comerica Bank Dallas, Texas	$48.3M	+$18.3M	10	0.43%	Increased
190	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$47.6M	-$10.4M	2	0.75%	Reduced
191	Employees Retirement System of Texas Austin, Texas	$47.4M	+$15.6M	6	0.65%	Increased
192	Westfield Capital Management Boston, Massachusetts	$47.2M	-$11.4M	2	0.36%	Reduced
193	RIM Rainier Investment Management Seattle, Washington	$47M	+$5.82M	4	2.1%	Increased
194	EverPoint Asset Management Stamford, Connecticut	$46.9M	+$11.2M	3	0.92%	Increased
195	Teacher Retirement System of Texas Austin, Texas	$46.9M	-$16.3M	9	0.32%	Reduced
196	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$46.9M	+$1.9M	9	0.61%	Increased
197	DCM Daruma Capital Management New York	$46.6M	-$2.98M	1	2.91%	Reduced
198	Thrivent Financial for Lutherans Minneapolis, Minnesota	$46.2M	+$2.3M	10	0.22%	Increased
199	Castleark Management Chicago, Illinois	$46.2M	+$3.88M	2	1.44%	Increased
200	SCM SOL Capital Management Rockville, Maryland	$46.1M	+$490K	2	15.65%	Increased