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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
426	State of Alaska Department of Revenue Juneau, Alaska	$15.2M	-$1.77M	11	0.15%	Reduced
427	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$15.1M	-$110K	2	0.9%	Reduced
428	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$15.1M	-$1.69M	1	0.47%	Reduced
429	Horizon Kinetics Asset Management New York	$15.1M	-$755K	2	0.17%	Reduced
430	DnB Asset Management Oslo, Norway	$15M	+$1.32M	4	0.04%	Increased
431	BCM Bronte Capital Management Bondi Junction, Australia	$15M	+$12.4M	2	1.61%	Increased
432	LM Lansing Management New York	$15M	-$595K	1	9.07%	Reduced
433	Yousif Capital Management Bloomfield Hills, Michigan	$14.8M	-$1.6M	9	0.17%	Reduced
434	Steward Partners Investment Advisory New York	$14.7M	-$733K	14	0.08%	Reduced
435	LAM L2 Asset Management Wayland, Massachusetts	$14.6M	-$107K	2	1.51%	Reduced
436	ING Group Amsterdam, Netherlands	$14.3M	+$2.86M	4	0.07%	Increased
437	SPCM Stoic Point Capital Management Palo Alto, California	$14.2M	+$2.16M	1	11.77%	Increased
438	Pinnacle Associates New York	$14.1M	+$2.43M	2	0.15%	Increased
439	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$14.1M	+$641K	16	0.02%	Increased
440	B Bellecapital Zurich, Switzerland	$14.1M	+$702K	1	2.25%	Increased
441	ACB Aristotle Capital Boston Boston, Massachusetts	$14M	-$2.38M	1	0.94%	Reduced
442	LF Longbow Finance Lutry, Switzerland	$13.9M	+$3.4M	1	1.78%	Increased
443	TS Triglav Skladi Ljubljana, Slovenia	$13.9M	-$1.49M	2	0.73%	Reduced
444	Scotia Capital Toronto, Ontario, Canada	$13.8M	+$258K	5	0.05%	Increased
445	KC Kepler Cheuvreux Nyon,	$13.7M	+$9.58M	1	0.78%	Increased
446	BW Gestao de Investimentos Sao Paulo, Brazil	$13.7M	-$8.89M	2	0.27%	Reduced
447	Commonwealth Equity Services Waltham, Massachusetts	$13.6M	+$199K	9	0.02%	Increased
448	Fjarde Ap-fonden Stockholm, Sweden	$13.6M	+$658K	3	0.06%	Increased
449	CCM Cinctive Capital Management New York	$13.4M	-$10.7M	3	0.49%	Reduced
450	Banque Transatlantique Paris, France	$13.2M	-$31.4M	3	0.28%	Reduced