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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	CGM Capital Growth Management Boston, Massachusetts	$37.8M	+$36M	1	1.73%	New
202	M&T Bank Buffalo, New York	$37.5M	+$5.12M	8	0.22%	Increased
203	RCM Roystone Capital Management New York	$36.9M	+$35.8M	1	2.45%	New
204	Retirement Systems of Alabama Montgomery, Alabama	$36.8M	-$19.7M	7	0.2%	Reduced
205	Polar Asset Management Partners Toronto, Ontario, Canada	$36.8M	+$10.1M	1	0.87%	Increased
206	DCM Daruma Capital Management New York	$36M	-$3.9M	1	2.15%	Reduced
207	GP GLG Partners London, United Kingdom	$35.6M	+$9.18M	5	1.97%	Increased
208	Axa Paris, France	$35.1M	-$1.38M	4	0.16%	Reduced
209	Los Angeles Capital Management Los Angeles, California	$34.8M	-$50.5M	3	0.22%	Reduced
210	Voloridge Investment Management Jupiter, Florida	$34.7M	+$25.4M	5	0.86%	Increased
211	DS Dalal Street West Lake Hills, Texas	$34.1M	$0	1	8.44%	Maintained
212	DekaBank Deutsche Girozentrale Frankfurt, Germany	$32.9M	+$4.74M	7	0.26%	Increased
213	AMF Tjänstepension Stockholm, Sweden	$32.8M	$0	1	0.37%	Maintained
214	SG Americas Securities New York	$32.8M	+$8.83M	11	0.3%	Increased
215	GIM Greylin Investment Management Orange, Virginia	$32.7M	-$1.56M	1	7.53%	Reduced
216	Glenview Trust Louisville, Kentucky	$32.3M	-$568K	4	2.51%	Reduced
217	MLICM Metropolitan Life Insurance Company (MetLife) New York	$32.2M	-$806K	10	0.22%	Reduced
218	Laurion Capital Management New York	$31.8M	+$24.6M	7	0.17%	Increased
219	US Bancorp Minneapolis, Minnesota	$31.7M	-$1.05M	14	0.11%	Reduced
220	HBK Investments Dallas, Texas	$31.7M	+$20.3M	3	0.2%	Increased
221	Eagle Asset Management St Petersburg, Florida	$31.5M	+$9.29M	2	0.19%	Increased
222	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$31.3M	+$11.1M	10	0.39%	Increased
223	Disciplined Growth Investors Minneapolis, Minnesota	$30.4M	+$191K	1	0.63%	Increased
224	British Columbia Investment Management Victoria, British Columbia, Canada	$30.3M	-$3.01M	6	0.24%	Reduced
225	Susquehanna International Group Bala Cynwyd, Pennsylvania	$30.3M	-$48.9M	12	0.01%	Reduced