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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	Clifford Swan Investment Counsel Pasadena, California	$12.6M	-$1.02M	1	0.69%	Reduced
402	GHCM Glen Harbor Capital Management San Diego, California	$12.6M	+$2.44M	8	0.29%	Increased
403	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.5M	+$2.03M	2	1.17%	Increased
404	Tokio Marine Asset Management Tokyo, Japan	$12.3M	+$378K	2	1.86%	Increased
405	Amalgamated Bank New York	$12.3M	+$798K	8	0.33%	Increased
406	Nissay Asset Management Tokyo, Japan	$12.2M	+$11.2M	7	0.37%	New
407	Hancock Whitney Gulfport, Mississippi	$12.2M	+$10.2M	4	0.51%	Increased
408	Chartwell Investment Partners Berywn, Pennsylvania	$12.2M	+$3.15M	2	0.42%	Increased
409	Caxton Associates (New York) New York	$12.2M	+$9.8M	2	0.6%	Increased
410	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.2M	+$66.9K	10	0.27%	Increased
411	Chilton Capital Management Houston, Texas	$12.2M	-$1.06M	1	1.11%	Reduced
412	SAM Shell Asset Management The Hague, Netherlands	$12.1M	+$1.12M	8	0.24%	Increased
413	Columbia Wanger Asset Management Chicago, Illinois	$12M	+$12M	1	0.18%	New
414	ECP Elk Creek Partners Denver, Colorado	$12M	-$10.7M	1	0.7%	Reduced
415	Highbridge Capital Management New York	$11.9M	-$7.93M	2	0.21%	Reduced
416	Oppenheimer & Co New York	$11.9M	+$2.28M	7	0.31%	Increased
417	BRA Biechele Royce Advisors Fishers, Indiana	$11.9M	+$10.4M	2	8.08%	New
418	BST Bath Savings Trust Bath, Maine	$11.8M	-$77.2K	2	2.98%	Reduced
419	AssetMark Inc Concord, California	$11.8M	+$7.85M	12	0.12%	Increased
420	Horizon Kinetics New York	$11.8M	-$198K	5	0.35%	Reduced
421	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$11.8M	-$349K	2	0.07%	Reduced
422	Stephens Investment Management Group Houston, Texas	$11.7M	+$5.27M	2	0.27%	Increased
423	Axiom Investors Greenwich, Connecticut	$11.7M	+$9.06M	1	0.29%	New
424	Parallax Volatility Advisers San Francisco, California	$11.6M	+$8.03M	10	0.02%	Increased
425	ArrowMark Colorado Holdings Denver, Colorado	$11.6M	$0	1	0.12%	Maintained