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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	Frontier Capital Management Boston, Massachusetts	$57.6M	-$112K	1	0.42%	Reduced
202	BCMNY Buckingham Capital Management (New York) New York	$57.5M	-$27.2M	4	5.32%	Reduced
203	Sculptor Capital New York	$56.4M	+$43.8M	2	0.19%	Increased
204	SCM SOL Capital Management Rockville, Maryland	$56.3M	$0	2	21.97%	Maintained
205	Eagle Asset Management St Petersburg, Florida	$56.1M	+$29.4M	3	0.31%	Increased
206	DCM Dupont Capital Management Wilmington, Delaware	$55.4M	+$27.7M	3	0.89%	Increased
207	Chevy Chase Trust Bethesda, Maryland	$55M	+$1.09M	6	0.39%	Increased
208	MLICM Metropolitan Life Insurance Company (MetLife) New York	$54.9M	-$693K	11	0.38%	Reduced
209	Royce & Associates New York	$54.8M	-$14.7M	4	0.16%	Reduced
210	ARC Absolute Return Capital Boston, Massachusetts	$54.3M	+$7.09M	7	0.78%	Increased
211	1919 Investment Counsel Baltimore, Maryland	$54.1M	-$5.24M	4	1.11%	Reduced
212	STRS Ohio Columbus, Ohio	$54M	+$2.91M	6	0.24%	Increased
213	Schroder Investment Management Group London, United Kingdom	$53.9M	-$27M	7	0.06%	Reduced
214	Panagora Asset Management Boston, Massachusetts	$53.8M	+$34.8M	8	0.25%	Increased
215	Robeco Institutional Asset Management Rotterdam, Netherlands	$53.7M	+$3.37M	5	0.41%	Increased
216	Retirement Systems of Alabama Montgomery, Alabama	$53.7M	+$412K	6	0.31%	Increased
217	MCM Marcato Capital Management San Francisco, California	$53.7M	+$44.3M	1	2.2%	New
218	AC Apex Capital Orinda, California	$53.6M	+$16.9M	1	3.76%	Increased
219	Axa Paris, France	$53.1M	+$72.4K	5	0.23%	Increased
220	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$52.1M	-$22.4M	1	19.48%	Reduced
221	DCM Daruma Capital Management New York	$51.5M	-$1.32M	1	2.05%	Reduced
222	Rothschild & Co Wealth Management (UK) London, United Kingdom	$50.9M	+$51M	1	6.28%	New
223	Public Employees Retirement Association of Colorado Denver, Colorado	$49.8M	-$1.03M	10	0.43%	Reduced
224	Weiss Multi-Strategy Advisers New York	$48.8M	+$3.66M	6	0.98%	Increased
225	HCM Highline Capital Management New York	$48.5M	+$40M	1	3.33%	New