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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
276	Segall Bryant & Hamill Chicago, Illinois	$30.9M	+$14.1M	4	0.74%	Increased
277	Kovitz Investment Group Chicago, Illinois	$30.9M	-$10.1M	1	1.58%	Reduced
278	CCM Cornerstone Capital Management Edina, Minnesota	$30.4M	-$33.2M	1	0.98%	Reduced
279	Denver Investment Advisors Denver, Colorado	$29.9M	+$1.41M	4	0.88%	Increased
280	M.D. Sass LLC New York	$29.9M	+$29.9M	1	1.93%	New
281	Myriad Asset Management North Point, Hong Kong	$29.6M	+$11.1M	3	5.9%	Increased
282	FIM FourPoints Investment Managers Paris, France	$29.5M	+$3.81M	1	2.82%	Increased
283	Nomura Holdings Tokyo, Japan	$29.4M	-$9.7M	6	0.01%	Reduced
284	SC SRB Corp Boston, Massachusetts	$29.1M	$0	1	4.77%	Maintained
285	Nuveen Charlotte, North Carolina	$28.8M	-$9.8M	6	0.17%	Reduced
286	Douglass Winthrop Advisors New York	$28.7M	+$1.11M	3	2.83%	Increased
287	HL Financial Services Louisville, Kentucky	$28.4M	-$116K	5	0.86%	Reduced
288	Eaton Vance Management Boston, Massachusetts	$28.3M	-$101M	4	0.08%	Reduced
289	Cullen/Frost Bankers San Antonio, Texas	$28.2M	+$5.88M	4	1.21%	Increased
290	Raymond James & Associates St Petersburg, Florida	$28.2M	-$3.88M	3	0.19%	Reduced
291	Arizona State Retirement System Phoenix, Arizona	$27.3M	-$1.21M	9	0.35%	Reduced
292	Jacobs Levy Equity Management Florham Park, New Jersey	$26.9M	-$7.75M	2	0.45%	Reduced
293	GW&K Investment Management Boston, Massachusetts	$26.8M	+$25.9M	1	0.72%	Increased
294	Nordea Investment Management Stockholm, Sweden	$25.9M	-$129M	6	0.12%	Reduced
295	Zweig-DiMenna Associates New York	$25.8M	+$7.29M	3	1.53%	Increased
296	Thrivent Financial for Lutherans Minneapolis, Minnesota	$25.6M	-$22.8M	8	0.16%	Reduced
297	Hermes Investment Management London Uk, United Kingdom	$25.5M	$0	1	0.8%	Maintained
298	Natixis Investment Managers International Paris, France	$25.4M	$0	1	3.58%	Maintained
299	Bahl & Gaynor Cincinnati, Ohio	$25.2M	-$366K	3	0.4%	Reduced
300	SCM Suvretta Capital Management New York	$25.1M	-$7.52M	1	2.99%	Reduced