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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	Luther King Capital Management (LKCM) Fort Worth, Texas	$12.5M	-$3.67M	3	0.12%	Reduced
352	Eagle Asset Management St Petersburg, Florida	$12.5M	+$1.43M	2	0.08%	Increased
353	Gulf International Bank (UK) London, United Kingdom	$12.5M	+$2.86M	5	0.19%	Increased
354	Nippon Life Global Investors Americas New York	$12.4M	$0	2	1.15%	Maintained
355	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$12.2M	-$4.88M	1	3.09%	Reduced
356	SC Shellback Capital Boston, Massachusetts	$12.1M	-$11.7M	1	1.23%	Reduced
357	DL Delta Lloyd Amsterdam, Netherlands	$12M	-$5.35M	2	0.38%	Reduced
358	Silvercrest Asset Management New York	$12M	-$236K	3	0.13%	Reduced
359	Kennedy Capital Management St Louis, Missouri	$11.9M	+$12.7M	2	0.21%	Increased
360	RI Redwood Investments Boston, Massachusetts	$11.8M	-$4.03M	1	1.07%	Reduced
361	Whittier Trust South Pasadena, California	$11.8M	+$610K	4	0.5%	Increased
362	Squarepoint New York	$11.7M	+$4.37M	9	0.48%	Increased
363	Utah Retirement Systems Salt Lake City, Utah	$11.7M	+$1.46M	8	0.3%	Increased
364	ACM Aquamarine Capital Management New York	$11.6M	$0	1	7.8%	Maintained
365	Winton Group London, United Kingdom	$11.6M	-$69.3M	4	0.38%	Reduced
366	Ariel Investments Chicago, Illinois	$11.6M	+$251K	2	0.14%	Increased
367	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$11.6M	-$1.21M	3	1.58%	Reduced
368	Horizon Kinetics New York	$11.6M	+$129K	5	0.37%	Increased
369	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.6M	+$2.55M	7	0.28%	Increased
370	LCM Logan Capital Management Newtown Square, Pennsylvania	$11.5M	-$386K	2	0.92%	Reduced
371	TAM Tyers Asset Management Austin, Texas	$11.3M	+$12.4M	6	0.48%	New
372	Country Trust Bank Bloomington, Illinois	$11.1M	-$867K	1	0.56%	Reduced
373	AL Airain Ltd St. Peter Port, Guernsey	$11M	-$2.66M	2	0.89%	Reduced
374	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$11M	+$9.6M	8	0.03%	Increased
375	CT Cambridge Trust Cambridge, Massachusetts	$10.9M	-$2.92M	1	0.77%	Reduced