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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	TC Tyvor Capital Oak Brook, Illinois	$14.1M	+$14.1M	2	3.7%	Increased
352	AFG American Financial Group Cincinnati, Ohio	$14.1M	$0	1	1.01%	Maintained
353	Vontobel Asset Management New York	$13.9M	$0	1	0.11%	Maintained
354	DCM Decatur Capital Management Decatur, Georgia	$13.9M	+$392K	1	1.74%	Increased
355	Fjarde Ap-fonden Stockholm, Sweden	$13.8M	+$505K	6	0.3%	Increased
356	EULAV Asset Management Sarasota, Florida	$13.6M	+$222K	4	0.72%	Increased
357	HHC Hutchin Hill Capital New York	$13.5M	-$10.6M	2	0.28%	Reduced
358	Clifford Swan Investment Counsel Pasadena, California	$13.4M	+$142K	1	0.91%	Increased
359	Wasatch Advisors Salt Lake City, Utah	$13.4M	-$795K	1	0.2%	Reduced
360	Federated Hermes Pittsburgh, Pennsylvania	$13.3M	-$25.2M	10	0.04%	Reduced
361	LCM Logan Capital Management Newtown Square, Pennsylvania	$13.3M	-$468K	2	1.09%	Reduced
362	UIM Underhill Investment Management Greenbrae, California	$13.3M	-$567K	1	7.36%	Reduced
363	Silvercrest Asset Management New York	$13.3M	-$431K	3	0.16%	Reduced
364	Natixis Advisors Boston, Massachusetts	$13.2M	-$298K	5	0.17%	Reduced
365	SCI SkyBridge Capital II New York	$13.1M	+$1.35M	1	2.98%	Increased
366	Public Employees Retirement Association of Colorado Denver, Colorado	$13M	-$533K	11	0.11%	Reduced
367	Country Trust Bank Bloomington, Illinois	$13M	-$1.25K	1	0.67%	Reduced
368	SAM Scion Asset Management Saratoga, California	$12.9M	+$14.5M	1	36.52%	New
369	Nuveen Charlotte, North Carolina	$12.8M	-$356K	5	0.07%	Reduced
370	RIG Roosevelt Investment Group New York	$12.7M	-$6.91M	1	1%	Reduced
371	Westwood Holdings Group Dallas, Texas	$12.6M	-$1.38M	2	0.11%	Reduced
372	MC Menta Capital San Francisco, California	$12.6M	+$9.87M	5	1.2%	Increased
373	Whittier Trust South Pasadena, California	$12.5M	-$2.96M	3	0.54%	Reduced
374	LCP LGT Capital Partners Pfaeffikon, Switzerland	$12.3M	+$2.36M	1	1.73%	Increased
375	Xact Kapitalforvaltning Stockholm, Sweden	$12.3M	+$13.1M	8	0.44%	New