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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$43.9M	-$5.35M	10	0.19%	Reduced
177	Korea Investment Corp Seoul, South Korea	$43M	+$6.53M	6	0.21%	Increased
178	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$42.9M	-$34.4M	1	3.09%	Reduced
179	Congress Asset Management Boston, Massachusetts	$42.4M	-$1.23M	1	0.81%	Reduced
180	Raymond James & Associates St Petersburg, Florida	$42.2M	+$5.96M	9	0.1%	Increased
181	Samlyn Capital New York	$41.4M	-$72.7M	2	0.96%	Reduced
182	WCM Investment Management Laguna Beach, California	$40.9M	+$129K	1	0.44%	Increased
183	CCMH Cornerstone Capital Management Holdings New York	$40.7M	+$11.6M	7	0.31%	Increased
184	ICP Indus Capital Partners New York	$40.1M	+$38.4M	1	5.28%	New
185	Oppenheimer Asset Management New York	$40M	+$40.1M	10	1.14%	New
186	Saturna Capital Bellingham, Washington	$38.9M	-$964K	1	1.32%	Reduced
187	USAA United Services Automobile Association San Antonio, Texas	$38.7M	+$643K	7	0.12%	Increased
188	HL Financial Services Louisville, Kentucky	$38.7M	+$7.52M	2	0.79%	Increased
189	CCI Columbus Circle Investors	$38.2M	+$26M	2	0.54%	Increased
190	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$37.8M	+$2.92M	3	0.25%	Increased
191	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$37.1M	+$22.3M	1	7.14%	Increased
192	Marshall Wace North America New York	$36.9M	+$36.2M	5	0.29%	New
193	DCM Daruma Capital Management New York	$36.8M	-$760K	1	2.15%	Reduced
194	Aperio Group Sausalito, California	$36.5M	+$3.55M	11	0.25%	Increased
195	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$35.9M	+$211K	9	0.2%	Increased
196	Bahl & Gaynor Cincinnati, Ohio	$35.1M	+$514K	3	0.4%	Increased
197	Castleark Management Chicago, Illinois	$34.8M	-$3.31M	2	1.09%	Reduced
198	Axa Paris, France	$34.7M	-$19.2M	5	0.16%	Reduced
199	PP PDT Partners New York	$34.2M	-$3.53M	4	1.79%	Reduced
200	T TOBAM Paris, France	$33.8M	+$598K	2	1.31%	Increased