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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	Chevy Chase Trust Bethesda, Maryland	$54.3M	+$10.8M	5	0.4%	Increased
202	Loomis, Sayles & Company Boston, Massachusetts	$53.8M	+$3.96M	4	0.16%	Increased
203	Balyasny Asset Management Chicago, Illinois	$53.8M	+$23.9M	4	0.7%	Increased
204	London Company of Virginia Richmond, Virginia	$53.2M	+$10.3M	1	0.61%	Increased
205	Beck Mack & Oliver New York	$52.8M	+$703K	2	1.29%	Increased
206	STRS Ohio Columbus, Ohio	$52.3M	-$58.8M	6	0.23%	Reduced
207	Apex Capital Management Dayton, Ohio	$52M	+$3.06M	1	1.94%	Increased
208	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$51.6M	-$11.8M	2	0.89%	Reduced
209	Thomaspartners Boston, Massachusetts	$51.4M	+$11.5M	1	1.41%	Increased
210	Retirement Systems of Alabama Montgomery, Alabama	$50.9M	+$5.84M	6	0.3%	Increased
211	DF Dent & Co Baltimore, Maryland	$50.8M	+$48.9M	2	1.16%	New
212	Lazard Asset Management New York	$50.7M	-$21.2M	5	0.11%	Reduced
213	BNP Paribas Financial Markets Paris, France	$50.4M	+$396K	10	0.04%	Increased
214	Bessemer Group Woodbridge, New Jersey	$50.3M	-$58.7M	7	0.36%	Reduced
215	First Manhattan New York	$49.6M	+$5.87M	4	0.33%	Increased
216	Public Employees Retirement Association of Colorado Denver, Colorado	$49.6M	+$3.04M	10	0.43%	Increased
217	NAM NorthCoast Asset Management Greenwich, Connecticut	$49.1M	-$1.62M	1	3.1%	Reduced
218	Robeco Institutional Asset Management Rotterdam, Netherlands	$49M	+$841K	5	0.41%	Increased
219	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$48.9M	+$11.6M	11	0.57%	Increased
220	Saturna Capital Bellingham, Washington	$48.7M	$0	2	1.24%	Maintained
221	Frontier Capital Management Boston, Massachusetts	$48.6M	+$1.27M	1	0.36%	Increased
222	Weiss Multi-Strategy Advisers New York	$48.1M	+$16M	6	1.04%	Increased
223	WI WBI Investments Red Bank, New Jersey	$48.1M	-$8.45M	1	2.12%	Reduced
224	LCS Levin Capital Strategies New York	$47.8M	-$2.38M	2	0.77%	Reduced
225	F&C Asset Management Edinburgh, Scotland, United Kingdom	$47.1M	-$3.24M	6	0.58%	Reduced