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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	SCM Suffolk Capital Management New York	$13.4M	+$1.89M	1	1.92%	Increased
402	IAM Impax Asset Management Portsmouth, New Hampshire	$13.2M	-$9.76M	2	0.78%	Reduced
403	Ariel Investments Chicago, Illinois	$13.2M	-$4.48M	2	0.15%	Reduced
404	Sterling Capital Management Charlotte, North Carolina	$13.1M	+$1.77M	4	0.12%	Increased
405	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13.1M	-$8.08M	7	0.4%	Reduced
406	Swiss Life Asset Management Zurich,	$13M	-$4.48M	5	0.19%	Reduced
407	Azimuth Capital Management Bloomfield Hills, Michigan	$13M	+$2.6M	1	0.94%	Increased
408	MN Services Vermogensbeheer The Hague, Netherlands	$13M	+$109K	6	0.32%	Increased
409	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$12.9M	+$369K	2	1.22%	Increased
410	SAM Shell Asset Management The Hague, Netherlands	$12.9M	+$1.61M	8	0.26%	Increased
411	Envestnet Asset Management Chicago, Illinois	$12.8M	+$2.84M	10	0.03%	Increased
412	Oppenheimer & Co New York	$12.8M	-$457K	7	0.35%	Reduced
413	CIBC Private Wealth Group Atlanta, Georgia	$12.8M	-$3.98M	9	0.05%	Reduced
414	Daiwa Securities Group Tokyo, Japan	$12.8M	+$1.93M	6	0.1%	Increased
415	JIR James Investment Research Alpha, Ohio	$12.8M	+$4.34M	2	0.49%	Increased
416	SGI Summit Global Investments Bountiful, Utah	$12.7M	+$9.1M	3	1.92%	Increased
417	Silvercrest Asset Management New York	$12.7M	-$1.16M	3	0.12%	Reduced
418	Tokio Marine Asset Management Tokyo, Japan	$12.7M	+$182K	2	2.32%	Increased
419	LPL Financial San Diego, California	$12.6M	-$666K	7	0.03%	Reduced
420	CG Clinton Group New York	$12.5M	+$7.07M	2	1.95%	Increased
421	MPAM Monarch Partners Asset Management Boston, Massachusetts	$12.4M	+$9.81M	1	1.12%	New
422	Rathbones Group Liverpool, United Kingdom	$12.3M	+$1.48M	2	0.47%	Increased
423	AssetMark Inc Concord, California	$12.2M	+$431K	8	0.12%	Increased
424	JCM JS Capital Management New York	$12.2M	+$1.18M	1	3.98%	Increased
425	UMB Bank Kansas City, Missouri	$12.1M	+$13.4M	2	0.38%	New