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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	Andra AP-fonden Goteborg, Sweden	$12.3M	-$587K	6	0.29%	Reduced
352	Achmea Investment Management Zeist, Netherlands	$12.1M	+$11.9M	4	0.57%	New
353	Luther King Capital Management (LKCM) Fort Worth, Texas	$12.1M	-$967K	3	0.11%	Reduced
354	Fred Alger Management New York	$12M	-$1.31M	3	0.06%	Reduced
355	HBK Investments Dallas, Texas	$12M	+$11.5M	3	0.1%	Increased
356	Horizon Kinetics New York	$11.9M	-$125K	5	0.38%	Reduced
357	Montrusco Bolton Investments Montreal, Quebec, Canada	$11.9M	-$108K	1	0.67%	Reduced
358	Utah Retirement Systems Salt Lake City, Utah	$11.9M	+$10.2K	8	0.28%	Increased
359	Meag Munich Ergo Munich, Germany	$11.6M	+$7.36M	1	0.46%	Increased
360	ESBC E.S. Barr & Co Lexington, Kentucky	$11.5M	-$38.3K	1	1.31%	Reduced
361	Silvercrest Asset Management New York	$11.5M	-$1.17M	3	0.12%	Reduced
362	TAM Tyers Asset Management Austin, Texas	$11.4M	+$1.27M	6	0.43%	Increased
363	Panagora Asset Management Boston, Massachusetts	$11.4M	-$21.4M	10	0.05%	Reduced
364	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.3M	-$131K	7	0.26%	Reduced
365	Polar Capital London, United Kingdom	$11.2M	-$9.21M	1	0.17%	Reduced
366	SG Swarthmore Group Philadelphia, Pennsylvania	$11.2M	+$10.9M	1	1.72%	New
367	FA Friess Associates Greenville, Delaware	$11.1M	+$8.99M	1	1.05%	Increased
368	LCM Logan Capital Management Newtown Square, Pennsylvania	$11.1M	-$1.46M	1	0.86%	Reduced
369	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$11.1M	-$520K	3	0.06%	Reduced
370	RCM Riverhead Capital Management Wilmington, Delaware	$11M	+$1.97M	9	0.61%	Increased
371	CC Cognios Capital Leawood, Kansas	$10.9M	+$9.64M	2	3.62%	Increased
372	JCP Jabre Capital Partners Geneva, Switzerland	$10.9M	-$3.4M	1	1.29%	Reduced
373	Federated Hermes Pittsburgh, Pennsylvania	$10.9M	+$3.02M	11	0.03%	Increased
374	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.9M	-$552K	7	0.18%	Reduced
375	QS Investors New York	$10.8M	+$1.71M	12	0.09%	Increased