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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	Clifford Swan Investment Counsel Pasadena, California	$10.4M	+$1.42M	1	0.7%	Increased
427	CC Carlson Capital Dallas, Texas	$10.4M	-$8.53M	1	0.11%	Reduced
428	HSA Hussman Strategic Advisors Ellicott City, Maryland	$10.4M	+$12.7M	1	0.8%	Increased
429	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$10.4M	-$83.5K	2	1.93%	Reduced
430	Fifth Third Bancorp Cincinnati, Ohio	$10.3M	+$1.52M	8	0.09%	Increased
431	Gulf International Bank (UK) London, United Kingdom	$10.3M	$0	4	0.19%	Maintained
432	SCM SG Capital Management Chicago, Illinois	$10.2M	+$2.13M	1	2.82%	Increased
433	CCM Cupps Capital Management Chicago, Illinois	$10.1M	+$7.92M	2	0.82%	Increased
434	WAM World Asset Management Detroit, Michigan	$10.1M	-$65.4K	6	0.31%	Reduced
435	Cullen/Frost Bankers San Antonio, Texas	$10.1M	-$15.5M	4	0.41%	Reduced
436	Janus Henderson Group London,	$10.1M	$0	5	0.09%	Maintained
437	Chilton Capital Management Houston, Texas	$9.85M	+$9.21M	2	0.96%	Increased
438	LPL Financial San Diego, California	$9.82M	-$2.52M	5	0.06%	Reduced
439	JAFL Jay A. Fishman Ltd Troy, Michigan	$9.76M	+$791K	1	2.1%	Increased
440	Zurich Cantonal Bank Zurich, Switzerland	$9.65M	-$1.66M	5	0.28%	Reduced
441	WAM Winslow Asset Management Beachwood, Ohio	$9.59M	-$108K	1	1.59%	Reduced
442	FP Foundry Partners Minneapolis, Minnesota	$9.59M	+$54.2K	1	0.89%	Increased
443	R.M. Davis Inc Portland, Maine	$9.45M	+$1.26M	2	0.54%	Increased
444	Livforsakringsbolaget Skandia Stockholm, Sweden	$9.45M	$0	5	0.34%	Maintained
445	PWPCM Perella Weinberg Partners Capital Management New York	$9.45M	+$9.06M	1	0.71%	New
446	JCM Jag Capital Management St Louis, Missouri	$9.44M	+$5.81M	1	1.84%	Increased
447	DILH Dai-ichi Life Holdings Tokyo, Japan	$9.42M	-$89.8K	5	0.29%	Reduced
448	Caxton Associates (New York) New York	$9.39M	+$9.65M	2	0.49%	New
449	IP Interval Partners New York	$9.39M	-$5.12M	2	2.16%	Reduced
450	Stock Yards Bank & Trust Louisville, Kentucky	$9.31M	-$1.91M	3	1.32%	Reduced