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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
376
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$20.4M -$1.85M 2 0.53% Reduced
377
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$20.3M +$11.9M 4 0.39% Increased
378
Evelyn Partners
Evelyn Partners
$20.2M +$19M 4 0.04% New
379
London Company of Virginia
London Company of Virginia
Virginia
$20.2M -$739K 1 0.11% Reduced
380
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$20.1M -$6.33M 17 0.15% Reduced
381
LBP AM
LBP AM
France
$19.9M +$3.99M 3 0.2% Increased
382
Czech National Bank
Czech National Bank
Czech Republic
$19.7M +$801K 4 0.11% Increased
383
Nykredit A/S
Nykredit A/S
Denmark
$19.6M +$19.4M 7 0.07% New
384
Commerce Bank
Commerce Bank
Missouri
$19.5M -$18.4M 4 0.09% Reduced
385
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$19.3M +$2.72M 6 0.29% Increased
386
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$19.2M +$1.72M 7 0.04% Increased
387
WAM
Winslow Asset Management
Ohio
$19.1M +$199K 2 3.32% Increased
388
Swiss Life Asset Management
Swiss Life Asset Management
$19M -$2.47M 6 0.08% Reduced
389
KWM
Kanen Wealth Management
Florida
$18.9M -$9.27M 1 4.59% Reduced
390
MAM
Meeder Asset Management
Ohio
$18.9M -$6.15M 5 0.96% Reduced
391
AR
Advisory Research
Illinois
$18.7M +$471K 1 1.86% Increased
392
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$18.6M +$5.28M 6 0.42% Increased
393
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.5M -$2.53M 2 0.04% Reduced
394
Burney Company
Burney Company
Virginia
$18.4M +$2.4M 2 0.5% Increased
395
US Bancorp
US Bancorp
Minnesota
$18.3M +$486K 14 0.02% Increased
396
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$18.3M +$4.73M 9 0.14% Increased
397
PCM
Penn Capital Management
Pennsylvania
$18.3M +$40.2K 3 1.16% Increased
398
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$18.3M +$239K 12 0.15% Increased
399
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$18.2M -$580K 5 0.08% Reduced
400
NewEdge Advisors
NewEdge Advisors
Louisiana
$18.1M +$3.28M 10 0.05% Increased
14 15
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