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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	Jericho Capital Asset Management New York	$45.8M	+$41.4M	1	2.23%	New
202	MAMU Marathon Asset Management (UK) London, United Kingdom	$44.7M	+$1.05M	1	0.98%	Increased
203	NIMC NWQ Investment Management Company Los Angeles, California	$44.4M	-$704K	1	0.69%	Reduced
204	GP GLG Partners London, United Kingdom	$44.4M	+$2.44M	5	1.26%	Increased
205	Ninety One (UK) London, United Kingdom	$44M	+$10.3M	2	0.24%	Increased
206	Nuveen Charlotte, North Carolina	$42.8M	-$12M	6	0.22%	Reduced
207	CCP Clough Capital Partners Boston, Massachusetts	$42.7M	+$9.7M	1	2.01%	Increased
208	Segall Bryant & Hamill Chicago, Illinois	$42.4M	+$294K	3	1.05%	Increased
209	Epoch Investment Partners New York	$42.3M	+$8.2M	3	0.16%	Increased
210	US Bancorp Minneapolis, Minnesota	$42.1M	-$7.51M	13	0.17%	Reduced
211	Thompson Siegel & Walmsley Richmond, Virginia	$41.8M	+$11M	2	0.68%	Increased
212	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$41.8M	-$15.7M	1	0.84%	Reduced
213	Citigroup New York	$41.6M	-$1.46M	14	0.05%	Reduced
214	Aviva London, United Kingdom	$40.3M	+$2.82M	7	0.3%	Increased
215	William Blair Investment Management Chicago, Illinois	$40.1M	+$13.7M	1	0.16%	Increased
216	BNP Paribas Financial Markets Paris, France	$40M	-$2.23M	10	0.17%	Reduced
217	Suntrust Banks Atlanta, Georgia	$39.8M	+$1.18M	9	0.25%	Increased
218	Two Sigma Investments New York	$39.7M	+$17.3M	6	0.19%	Increased
219	Bahl & Gaynor Cincinnati, Ohio	$39.3M	+$6.24M	4	0.52%	Increased
220	Disciplined Growth Investors Minneapolis, Minnesota	$39.2M	-$1.43M	1	1%	Reduced
221	AMF Tjänstepension Stockholm, Sweden	$38.4M	+$1.34M	1	0.5%	Increased
222	ProShare Advisors Bethesda, Maryland	$38.2M	+$6.14M	6	0.53%	Increased
223	USSCPF United States Steel & Carnegie Pension Fund New York	$38.2M	+$7.72M	1	0.88%	Increased
224	USAA United Services Automobile Association San Antonio, Texas	$38.1M	-$774K	6	0.14%	Reduced
225	KI Kalmar Investments Greenville, Delaware	$37.9M	+$22.2M	1	1.56%	Increased