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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	OAM Oxford Asset Management Oxford, United Kingdom	$12.1M	+$222K	3	0.4%	Increased
377	Westwood Holdings Group Dallas, Texas	$12M	+$2.36M	2	0.11%	Increased
378	Utah Retirement Systems Salt Lake City, Utah	$11.9M	-$304K	8	0.32%	Reduced
379	Jane Street New York	$11.9M	+$1.14M	7	0.06%	Increased
380	Artemis Investment Management Edinburgh, United Kingdom	$11.8M	-$14.8M	2	0.32%	Reduced
381	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.7M	+$3.87M	6	0.36%	Increased
382	Montrusco Bolton Investments Montreal, Quebec, Canada	$11.5M	+$43K	1	0.74%	Increased
383	Gulf International Bank (UK) London, United Kingdom	$11.4M	$0	4	0.19%	Maintained
384	Chartwell Investment Partners Berywn, Pennsylvania	$11.3M	+$3.55M	2	0.2%	Increased
385	GCP GSA Capital Partners London, United Kingdom	$11.2M	+$4.66M	7	0.62%	Increased
386	Mitsubishi UFJ Asset Management Tokyo, Japan	$10.9M	-$1.54M	6	0.28%	Reduced
387	CIBC Private Wealth Group Atlanta, Georgia	$10.8M	+$89.4K	1	0.08%	Increased
388	QS Investors New York	$10.6M	+$3.74M	10	0.09%	Increased
389	Bank of Nova Scotia Toronto, Ontario, Canada	$10.6M	+$2.64M	4	0.06%	Increased
390	River Road Asset Management Louisville, Kentucky	$10.6M	+$880K	2	0.22%	Increased
391	Raymond James Financial Services Advisors St. Petersburg, Florida	$10.5M	-$1.98M	5	0.1%	Reduced
392	Oppenheimer & Co New York	$10.4M	-$938K	5	0.31%	Reduced
393	LCP LGT Capital Partners Pfaeffikon, Switzerland	$10.3M	+$20.5K	1	1.79%	Increased
394	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$10.3M	+$3.55M	3	1.38%	Increased
395	DILH Dai-ichi Life Holdings Tokyo, Japan	$10.3M	+$2.74M	4	0.31%	Increased
396	HIC Harvey Investment Company Louisville, Kentucky	$10.2M	-$364K	2	2.22%	Reduced
397	Horizon Kinetics New York	$9.92M	-$387K	5	0.25%	Reduced
398	Ariel Investments Chicago, Illinois	$9.9M	+$1.78M	2	0.12%	Increased
399	QIM Quantitative Investment Management Charlottesville, Virginia	$9.77M	-$4.46M	4	0.46%	Reduced
400	Madison Investment Holdings Madison, Wisconsin	$9.76M	+$210K	1	0.2%	Increased