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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
226	EA Euclid Advisors Hartford, Connecticut	$33.3M	+$2.03M	5	0.66%	Increased
227	HL Financial Services Louisville, Kentucky	$33.1M	+$84.9K	5	0.88%	Increased
228	Bahl & Gaynor Cincinnati, Ohio	$32.9M	+$1.35M	5	0.44%	Increased
229	TPSF Texas Permanent School Fund Austin, Texas	$32.9M	-$1.35M	9	0.38%	Reduced
230	HI Honeywell International Charlotte, North Carolina	$32.5M	+$8.04M	2	0.79%	Increased
231	MLICM Metropolitan Life Insurance Company (MetLife) New York	$32.4M	+$578K	9	0.23%	Increased
232	EverPoint Asset Management Stamford, Connecticut	$32.1M	+$4.6M	3	0.59%	Increased
233	British Columbia Investment Management Victoria, British Columbia, Canada	$32M	-$2.97M	6	0.3%	Reduced
234	SGAM Smith Group Asset Management Dallas, Texas	$32M	+$34.1M	4	1.08%	New
235	AHL Partners London, United Kingdom	$31.3M	+$7.63M	5	1.25%	Increased
236	FQ First Quadrant Glendale, California	$31.2M	+$5.26M	5	0.66%	Increased
237	PointState Capital New York	$30.7M	+$8.66M	1	0.36%	Increased
238	PP PDT Partners New York	$30.7M	-$13.6M	5	0.8%	Reduced
239	Envestnet Asset Management Chicago, Illinois	$30.6M	-$122K	7	0.15%	Reduced
240	Douglass Winthrop Advisors New York	$30.6M	$0	3	2.37%	Maintained
241	Eagle Asset Management St Petersburg, Florida	$30M	-$57.9M	2	0.17%	Reduced
242	I.G. Investment Management Winnipeg, Manitoba, Canada	$29.8M	-$17.8M	6	0.11%	Reduced
243	Ninety One (UK) London, United Kingdom	$29.5M	-$1.04M	2	0.17%	Reduced
244	Epoch Investment Partners New York	$29.4M	+$13.2M	2	0.11%	Increased
245	CC Carlson Capital Dallas, Texas	$29.4M	+$2.87M	1	0.32%	Increased
246	Victory Capital Management San Antonio, Texas	$29.1M	-$40.1M	7	0.11%	Reduced
247	Vaughan Nelson Investment Management Houston, Texas	$29.1M	+$5.46M	1	0.41%	Increased
248	ProShare Advisors Bethesda, Maryland	$28.9M	-$907K	6	0.4%	Reduced
249	GIM Greylin Investment Management Orange, Virginia	$28.8M	+$433K	1	7.29%	Increased
250	NM Nokota Management New York	$28.3M	+$6.03M	1	0.77%	Increased