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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	Melvin Capital Management New York	$47.1M	+$43.6M	2	3.05%	New
202	RS Investment Management San Francisco, California	$46.9M	+$1.33M	2	0.42%	Increased
203	MAMU Marathon Asset Management (UK) London, United Kingdom	$45.8M	+$43.4M	1	1.11%	New
204	Davidson Kempner Capital Management New York	$45.6M	+$264K	1	0.97%	Increased
205	Stonehage Fleming Financial Services St. Helier, Jersey	$45.5M	+$2.27M	3	5.43%	Increased
206	PP PDT Partners New York	$44.8M	+$42.8M	9	1.11%	Increased
207	MDSL M.D. Sass LLC New York	$44.3M	+$6.99M	1	2.25%	Increased
208	Moore Capital Management New York	$44.2M	+$13.6M	3	0.97%	Increased
209	ACI AMP Capital Investors Sydney, Australia	$43.1M	-$1.25M	6	0.26%	Reduced
210	BCMNY Buckingham Capital Management (New York) New York	$42.6M	-$16.8M	2	3.71%	Reduced
211	CPM Chesapeake Partners Management Baltimore, Maryland	$42.5M	-$3.02M	1	1.96%	Reduced
212	Ariel Investments Chicago, Illinois	$42M	-$17.6M	1	0.47%	Reduced
213	UBS O'Connor Chicago, Illinois	$41.7M	+$8.18M	3	0.4%	Increased
214	Analytic Investors Los Angeles, California	$41.6M	+$10.4M	2	0.57%	Increased
215	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$41.4M	-$32.3M	11	0.48%	Reduced
216	Segall Bryant & Hamill Chicago, Illinois	$40M	-$5.26M	3	0.9%	Reduced
217	CI Investments Inc Toronto, Ontario, Canada	$39.3M	-$5.31M	1	0.41%	Reduced
218	Castleark Management Chicago, Illinois	$39.2M	+$34M	3	0.95%	Increased
219	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$38.8M	+$1.33M	8	0.22%	Increased
220	Thrivent Financial for Lutherans Minneapolis, Minnesota	$38.5M	-$2.4M	8	0.21%	Reduced
221	Comerica Bank Dallas, Texas	$38.1M	-$38.4M	9	0.32%	Reduced
222	AMF Tjänstepension Stockholm, Sweden	$38M	-$276K	1	0.48%	Reduced
223	HI Honeywell International Charlotte, North Carolina	$37.6M	-$75.5K	1	0.88%	Reduced
224	GW&K Investment Management Boston, Massachusetts	$37.1M	+$6.62M	1	0.84%	Increased
225	PIM Profit Investment Management North Bethesda, Maryland	$37.1M	+$11.3M	1	1.99%	Increased