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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	RGI River Global Investors London, United Kingdom	$15.6M	-$1.27M	2	1.09%	Reduced
377	Joel Isaacson & Co New York	$15.4M	-$2.49K	2	2.25%	Reduced
378	Baskin Financial Services Toronto, Ontario, Canada	$15.3M	+$586K	1	2.61%	Increased
379	Gulf International Bank (UK) London, United Kingdom	$15.3M	-$12.3K	5	0.25%	Reduced
380	Horizon Kinetics Asset Management New York	$15.2M	-$159K	5	0.42%	Reduced
381	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15.2M	+$5.29M	6	0.62%	Increased
382	Utah Retirement Systems Salt Lake City, Utah	$15.1M	-$830K	6	0.29%	Reduced
383	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$15M	-$10.3M	1	1.09%	Reduced
384	LM Lansing Management New York	$14.9M	-$841K	1	16.19%	Reduced
385	Rothschild & Co Asset Management US Stamford, Connecticut	$14.8M	+$73.3K	1	0.16%	Increased
386	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$14.7M	-$149K	6	0.41%	Reduced
387	Paloma Partners Greenwich, Connecticut	$14.7M	+$4.62M	7	0.25%	Increased
388	CBT Capital Bank & Trust Irvine, California	$14.7M	+$1.93M	1	0.18%	Increased
389	Myriad Asset Management North Point, Hong Kong	$14.6M	+$16.2M	1	1.36%	New
390	Ingalls & Snyder LLC New York	$14.4M	+$2.25M	3	0.69%	Increased
391	Advisor Group Phoenix, Arizona	$14.4M	+$2M	14	0.11%	Increased
392	QS Investors New York	$14.3M	-$2.82M	12	0.15%	Reduced
393	SRAM Stone Ridge Asset Management New York	$14.3M	-$4.08M	9	0.84%	Reduced
394	PHAM Portland Hill Asset Management London, United Kingdom	$14.2M	+$2.06M	2	10.42%	Increased
395	Denali Advisors San Diego, California	$14.2M	-$699K	1	2.13%	Reduced
396	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$14.1M	+$601K	5	0.12%	Increased
397	William Blair & Company Chicago, Illinois	$13.9M	-$41.4K	3	0.08%	Reduced
398	Avalon Investment & Advisory Houston, Texas	$13.9M	-$1M	1	0.31%	Reduced
399	SAM Scopus Asset Management New York	$13.9M	-$30.8M	2	0.4%	Reduced
400	Voloridge Investment Management Jupiter, Florida	$13.8M	-$503K	4	0.38%	Reduced