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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
201	Teacher Retirement System of Texas Austin, Texas	$45.5M	+$44.2M	9	0.42%	New
202	First Manhattan New York	$44.7M	+$43.5M	4	0.31%	New
203	Samlyn Capital New York	$44.7M	+$42.2M	1	1.31%	New
204	Apex Capital Management Dayton, Ohio	$44.5M	+$45.1M	2	2.16%	New
205	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$44.5M	+$44.5M	8	0.42%	New
206	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$44.4M	+$45.1M	6	0.25%	New
207	Frontier Capital Management Boston, Massachusetts	$43.7M	+$45.5M	1	0.36%	New
208	KCM Kames Capital Management Edinburgh, United Kingdom	$43.6M	+$44M	2	1.53%	New
209	ARC Absolute Return Capital Boston, Massachusetts	$43.5M	+$43M	4	0.56%	New
210	USAA United Services Automobile Association San Antonio, Texas	$43.2M	+$43.6M	5	0.2%	New
211	Saturna Capital Bellingham, Washington	$42.6M	+$44.2M	2	1.16%	New
212	DCM Daruma Capital Management New York	$42.2M	+$41.1M	1	2.06%	New
213	ACM Atlanta Capital Management Atlanta, Georgia	$41.9M	+$41.3M	2	0.32%	New
214	MLICM Metropolitan Life Insurance Company (MetLife) New York	$41.8M	+$42.3M	9	0.33%	New
215	TAM Tiverton Asset Management Wilimington, Delaware	$41.7M	+$41.1M	1	1.08%	New
216	State of Michigan Retirement System Lansing, Michigan	$41.6M	+$41M	6	0.38%	New
217	Eagle Asset Management St Petersburg, Florida	$41.2M	+$40.3M	3	0.27%	New
218	Public Employees Retirement Association of Colorado Denver, Colorado	$41.2M	+$41M	9	0.39%	New
219	RG Renaissance Group Covington, Kentucky	$41M	+$40.8M	2	1.86%	New
220	KIG Kovitz Investment Group Chicago, Illinois	$40.9M	+$40.2M	1	2.09%	New
221	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$40.8M	+$40.9M	2	21.4%	New
222	RCP RIT Capital Partners London, United Kingdom	$39.7M	+$39.1M	1	14.98%	New
223	Retirement Systems of Alabama Montgomery, Alabama	$39.7M	+$40.2M	6	0.27%	New
224	Zevenbergen Capital Investments Edmonds, Washington	$39.7M	+$37.5M	1	1.6%	New
225	Lord, Abbett & Co Jersey City, New Jersey	$39.4M	+$39.3M	4	0.09%	New