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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	Stephens Inc Little Rock, Arkansas	$13M	+$1.85M	4	0.47%	Increased
377	Montrusco Bolton Investments Montreal, Quebec, Canada	$13M	-$2M	1	0.69%	Reduced
378	DCM Dynamic Capital Management St. Helier, Jersey	$12.9M	+$11.6M	4	3.71%	Increased
379	ExxonMobil Investment Management Irving, Texas	$12.8M	-$565K	7	0.32%	Reduced
380	RHJA Rice Hall James & Associates San Diego, California	$12.8M	-$408K	2	0.57%	Reduced
381	Silvercrest Asset Management New York	$12.7M	-$576K	3	0.13%	Reduced
382	SCM Stevens Capital Management Radnor, Pennsylvania	$12.6M	+$9.71M	5	0.47%	Increased
383	Commonwealth Equity Services Waltham, Massachusetts	$12.6M	+$148K	6	0.08%	Increased
384	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$12.5M	+$921K	8	0.12%	Increased
385	Clifford Swan Investment Counsel Pasadena, California	$12.5M	-$1.22M	1	0.76%	Reduced
386	Xact Kapitalforvaltning Stockholm, Sweden	$12.5M	-$54.2K	8	0.36%	Reduced
387	O'Shaughnessy Asset Management Stamford, Connecticut	$12.4M	-$67.7K	6	0.29%	Reduced
388	Polar Capital London, United Kingdom	$12.1M	$0	1	0.14%	Maintained
389	SIM Spark Investment Management New York	$12M	-$1.05M	1	0.65%	Reduced
390	QAM QCI Asset Management Pittsford, New York	$12M	+$508K	4	1.34%	Increased
391	CC Cipher Capital New York	$12M	+$7.79M	5	0.9%	Increased
392	CCM Crestwood Capital Management New York	$11.8M	+$11.4M	1	6.3%	New
393	AHL Partners London, United Kingdom	$11.7M	-$14.7M	6	0.21%	Reduced
394	MN Services Vermogensbeheer The Hague, Netherlands	$11.7M	+$32.7K	7	0.31%	Increased
395	SCI SkyBridge Capital II New York	$11.4M	-$2.66M	1	3.33%	Reduced
396	BCM Bayesian Capital Management Brooklyn, New York	$11.4M	+$7.05M	5	2.72%	Increased
397	PEAK6 Group Chicago, Illinois	$11.4M	+$2.58M	7	0.06%	Increased
398	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$11.4M	+$821K	6	0.1%	Increased
399	Mitsubishi UFJ Asset Management Tokyo, Japan	$11.3M	+$918K	7	0.27%	Increased
400	Chilton Capital Management Houston, Texas	$11.3M	+$1.06M	1	1.08%	Increased