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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	Armistice Capital New York	$27.8M	+$7.71M	1	1.82%	Increased
277	Washington Trust Westerly, Rhode Island	$27.6M	-$537K	4	1.48%	Reduced
278	Raymond James Financial Services Advisors St. Petersburg, Florida	$27.6M	+$3.15M	7	0.14%	Increased
279	Treasurer of the State of North Carolina Raleigh, North Carolina	$27.3M	+$14.5M	7	0.28%	Increased
280	ACM Aquamarine Capital Management New York	$27.2M	$0	1	12.81%	Maintained
281	MAM Melqart Asset Management London, United Kingdom	$27.1M	+$29.7M	1	2.32%	New
282	TAM Tyers Asset Management Austin, Texas	$26.8M	+$3.4M	5	0.92%	Increased
283	Candriam SCA Strassen, Luxembourg, Luxembourg	$26.6M	+$11.2M	6	0.42%	Increased
284	NG NatWest Group Edinburgh, Scotland, United Kingdom	$26.2M	+$109K	1	5.39%	Increased
285	SIC Schwartz Investment Counsel Plymouth, Michigan	$26.1M	-$6.4M	1	1.49%	Reduced
286	SRAM Stone Ridge Asset Management New York	$26.1M	+$9.65M	9	1.49%	Increased
287	Haverford Trust Company Radnor, Pennsylvania	$25.6M	-$104K	3	0.51%	Reduced
288	State of Michigan Retirement System Lansing, Michigan	$25.5M	-$16.7M	7	0.2%	Reduced
289	RCM Riverhead Capital Management Wilmington, Delaware	$25.3M	+$2.98M	9	1%	Increased
290	Baird Financial Group Milwaukee, Wisconsin	$25.1M	+$7.9M	5	0.17%	Increased
291	CC Carbonado Capital New York	$25M	+$24.3M	1	5.73%	New
292	Stock Yards Bank & Trust Louisville, Kentucky	$24.7M	-$171K	3	2.72%	Reduced
293	SEC Seven Eight Capital New York	$24.6M	+$20.8M	3	1.71%	Increased
294	TL Tirschwell & Loewy New York	$24.5M	+$1.14M	1	3.26%	Increased
295	CAM Cortina Asset Management Milwaukee, Wisconsin	$24.5M	+$6.29M	1	1.15%	Increased
296	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$24.5M	+$3.89M	1	1.88%	Increased
297	PointState Capital New York	$24.4M	+$25.2M	1	0.28%	New
298	DCM Dupont Capital Management Wilmington, Delaware	$24.4M	-$7.2M	5	0.58%	Reduced
299	Voloridge Investment Management Jupiter, Florida	$24.3M	-$7.26M	4	0.65%	Reduced
300	TPSF Texas Permanent School Fund Austin, Texas	$24.1M	-$1.35M	10	0.33%	Reduced