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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
251	RCM Ratan Capital Management Miami Beach, Florida	$26M	-$36.3M	1	5.74%	Reduced
252	WCM Investment Management Laguna Beach, California	$25.9M	+$5.2M	1	0.53%	Increased
253	Comerica Bank Dallas, Texas	$25.7M	-$1.57M	9	0.25%	Reduced
254	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$25.4M	-$10.2M	8	0.12%	Reduced
255	M&T Bank Buffalo, New York	$24.6M	-$9.1M	6	0.16%	Reduced
256	abrdn Investment Management Edinburgh, United Kingdom	$24.4M	+$849K	1	0.1%	Increased
257	Aperio Group Sausalito, California	$24.4M	+$1.3M	10	0.22%	Increased
258	TL Tirschwell & Loewy New York	$24M	-$936K	1	4.24%	Reduced
259	William Blair Investment Management Chicago, Illinois	$24M	+$1.63M	1	0.1%	Increased
260	PRCM Pine River Capital Management Minnetonka, Minnesota	$23.9M	+$22.9M	4	0.32%	New
261	Glenview Trust Louisville, Kentucky	$23.9M	+$25M	2	2.48%	New
262	Daiwa Securities Group Tokyo, Japan	$23.7M	-$1.03M	6	0.16%	Reduced
263	TCW Group Los Angeles, California	$23.7M	+$2.32M	3	0.17%	Increased
264	Moore Capital Management New York	$23.7M	+$15.8M	3	0.73%	Increased
265	TPSF Texas Permanent School Fund Austin, Texas	$23.6M	-$555K	9	0.29%	Reduced
266	DekaBank Deutsche Girozentrale Frankfurt, Germany	$23.4M	-$11.4M	6	0.27%	Reduced
267	Davenport & Co Richmond, Virginia	$23.1M	-$635K	2	0.37%	Reduced
268	GIM Greylin Investment Management Orange, Virginia	$23M	-$4.58M	1	6.18%	Reduced
269	Artemis Investment Management Edinburgh, United Kingdom	$22.9M	-$575K	2	0.57%	Reduced
270	RHJA Rice Hall James & Associates San Diego, California	$22.8M	+$5.69M	2	1.3%	Increased
271	SEI Investments Oaks, Pennsylvania	$22.5M	+$3.14M	11	0.14%	Increased
272	South Dakota Investment Council Sioux Falls, South Dakota	$22.2M	+$243K	3	0.49%	Increased
273	ALPS Advisors Denver, Colorado	$21.7M	-$1.16M	2	0.21%	Reduced
274	Todd Asset Management Louisville, Kentucky	$21.4M	+$6.98M	3	0.65%	Increased
275	Axa Paris, France	$21.1M	+$1.59M	3	0.09%	Increased