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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	Commerzbank Aktiengesellschaft Frankfurt, Germany	$47.7M	+$5.99M	7	0.7%	Increased
177	John W. Bristol & Co New York	$47.4M	-$1.97M	1	1.33%	Reduced
178	GH GAM Holding Zurich, Switzerland	$47.2M	+$8.42M	5	0.83%	Increased
179	SG Americas Securities New York	$46.2M	+$14.4M	10	0.39%	Increased
180	Citigroup New York	$46M	+$12.2M	11	0.04%	Increased
181	Comerica Bank Dallas, Texas	$46M	+$3.58M	11	0.36%	Increased
182	Acadian Asset Management Boston, Massachusetts	$45.6M	+$3.3M	7	0.22%	Increased
183	MAMU Marathon Asset Management (UK) London, United Kingdom	$45.5M	+$10.6M	1	0.98%	Increased
184	Aviva London, United Kingdom	$44.3M	+$1.68M	7	0.26%	Increased
185	ARGA Investment Management Stamford, Connecticut	$44.3M	+$46.5K	3	9.87%	Increased
186	BNP Paribas Financial Markets Paris, France	$43.9M	+$19.1M	12	0.21%	Increased
187	SAM Sentinel Asset Management Montpelier, Vermont	$43.3M	-$5.55M	3	1.08%	Reduced
188	NIMC NWQ Investment Management Company Los Angeles, California	$40.5M	-$7.37M	2	0.55%	Reduced
189	WCM Investment Management Laguna Beach, California	$39.7M	+$4.52M	1	0.48%	Increased
190	TGA Trilogy Global Advisors Winter Park, Florida	$39.7M	+$40.3K	1	1.33%	Increased
191	DCM Daruma Capital Management New York	$39.5M	-$161K	1	2.25%	Reduced
192	PIP Permian Investment Partners Dallas, Texas	$39.4M	-$30M	1	5.95%	Reduced
193	Congress Asset Management Boston, Massachusetts	$39.4M	-$3.05M	1	0.83%	Reduced
194	Vaughan Nelson Investment Management Houston, Texas	$38.8M	+$17.9M	1	0.46%	Increased
195	USAA United Services Automobile Association San Antonio, Texas	$38.2M	+$9.61M	7	0.13%	Increased
196	Teacher Retirement System of Texas Austin, Texas	$37.8M	-$9.31M	3	0.27%	Reduced
197	Korea Investment Corp Seoul, South Korea	$37.5M	+$1.22M	6	0.18%	Increased
198	Disciplined Growth Investors Minneapolis, Minnesota	$37.5M	-$353K	1	0.86%	Reduced
199	Loomis, Sayles & Company Boston, Massachusetts	$37.1M	+$1.08M	4	0.09%	Increased
200	Saturna Capital Bellingham, Washington	$36.1M	-$14.7M	2	1.27%	Reduced