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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
401	Baird Financial Group Milwaukee, Wisconsin	$9.76M	-$106K	3	0.09%	Reduced
402	CIM Calvert Investment Management Bethesda, Maryland	$9.74M	+$5.67M	6	0.39%	Increased
403	AL Airain Ltd St. Peter Port, Guernsey	$9.71M	+$1.94M	2	0.56%	Increased
404	PCM Penn Capital Management Philadelphia, Pennsylvania	$9.68M	+$4.37M	2	0.55%	Increased
405	SIA SeaBridge Investment Advisors Summit, New Jersey	$9.57M	-$17.7K	2	2.42%	Reduced
406	MPAM Monarch Partners Asset Management Boston, Massachusetts	$9.55M	+$1.19M	1	0.96%	Increased
407	Amundi Asset Management US Boston, Massachusetts	$9.52M	-$94.8M	1	0.03%	Reduced
408	FTC Farmers Trust Company Youngstown, Ohio	$9.46M	+$3.07M	2	3.08%	Increased
409	Polar Capital London, United Kingdom	$9.45M	$0	1	0.18%	Maintained
410	PTC Petrus Trust Company Dallas, Texas	$9.34M	+$1.71M	1	2.11%	Increased
411	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$9.31M	-$37.9M	1	0.15%	Reduced
412	First Manhattan New York	$9.31M	-$2.66M	5	0.06%	Reduced
413	OCM Olstein Capital Management Purchase, New York	$9.26M	-$1.02M	2	1.25%	Reduced
414	SAM Shell Asset Management The Hague, Netherlands	$9.25M	+$2.45M	6	0.21%	Increased
415	Edge Asset Management Seattle, Washington	$9.24M	-$227K	1	0.08%	Reduced
416	BlueCrest Capital Management St Helier, Jersey	$9.17M	+$2.75M	4	0.38%	Increased
417	RS Investment Management San Francisco, California	$9.12M	-$11M	2	0.09%	Reduced
418	Victory Capital Management San Antonio, Texas	$9M	+$218K	9	0.04%	Increased
419	WAM Winslow Asset Management Beachwood, Ohio	$8.93M	-$340K	1	2%	Reduced
420	Barings Charlotte, North Carolina	$8.92M	-$1.96M	5	0.23%	Reduced
421	NP NS Partners London, United Kingdom	$8.85M	+$62.8K	1	1.51%	Increased
422	BOK Financial Tulsa, Oklahoma	$8.81M	+$2.4M	4	0.31%	Increased
423	Janney Montgomery Scott Philadelphia, Pennsylvania	$8.77M	+$4.5M	3	0.18%	Increased
424	PRCM Pine River Capital Management Minnetonka, Minnesota	$8.76M	-$7.76M	1	0.1%	Reduced
425	HCM Horan Capital Management Hunt Valley, Maryland	$8.72M	-$316K	1	2.42%	Reduced