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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
351	NIMI Natixis Investment Managers International Paris, France	$15.1M	$0	2	2.19%	Maintained
352	FSA Franklin Street Advisors Chapel Hill, North Carolina	$15.1M	+$8.91M	4	2.87%	Increased
353	DJSG D.J. St. Germain Springfield, Massachusetts	$15.1M	+$503K	1	2.28%	Increased
354	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$15M	-$2.49M	2	11.3%	Reduced
355	SCM Suffolk Capital Management New York	$14.8M	+$15.2M	2	1.85%	New
356	Asset Management One Tokyo, Japan	$14.8M	+$1.36M	7	0.2%	Increased
357	FAS Formuepleje A/S Aarhus C, Denmark	$14.7M	-$176K	1	1.93%	Reduced
358	Natixis Paris, France	$14.6M	+$10.4M	2	0.23%	Increased
359	Raymond James & Associates St Petersburg, Florida	$14.5M	-$7.4M	4	0.08%	Reduced
360	BlueCrest Capital Management St Helier, Jersey	$14.3M	+$14.1M	3	0.54%	New
361	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$14.3M	+$8.12M	3	0.54%	Increased
362	RC RBO & Co Saint Helena, California	$14.3M	$0	2	5.17%	Maintained
363	PP Paloma Partners Greenwich, Connecticut	$14.2M	+$12.4M	4	0.65%	Increased
364	Walleye Trading New York	$14.1M	+$7.57M	6	0.17%	Increased
365	HighTower Advisors Chicago, Illinois	$14.1M	+$4M	5	0.24%	Increased
366	SAM Skyline Asset Management Chicago, Illinois	$13.8M	-$8.11M	1	1.09%	Reduced
367	AFG American Financial Group Cincinnati, Ohio	$13.7M	$0	1	1.13%	Maintained
368	OAM Oxford Asset Management Oxford, United Kingdom	$13.7M	-$9.69M	2	0.31%	Reduced
369	LI LMCG Investments Boston, Massachusetts	$13.5M	+$389K	3	0.3%	Increased
370	Evercore Wealth Management New York	$13.5M	+$12.4M	4	0.68%	Increased
371	FMA Fiduciary Management Associates Chicago, Illinois	$13.3M	-$1.06M	1	0.95%	Reduced
372	Chilton Capital Management Houston, Texas	$13.3M	+$3.41M	2	1.41%	Increased
373	Utah Retirement Systems Salt Lake City, Utah	$13.1M	-$19.1K	7	0.37%	Reduced
374	PWPCM Perella Weinberg Partners Capital Management New York	$13.1M	+$3.4M	2	1.46%	Increased
375	SRIM Saratoga Research & Investment Management Saratoga, California	$13M	-$975K	1	1.29%	Reduced