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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	AIC Argus Investors Counsel New York	$8.71M	-$271K	2	3.69%	Reduced
427	AGF Investments Inc Toronto, Ontario, Canada	$8.67M	-$11.3M	1	0.1%	Reduced
428	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.66M	+$84.8K	9	0.25%	Increased
429	PEAK6 Group Chicago, Illinois	$8.61M	+$3.3M	2	0.07%	Increased
430	IMAS ID Management A/S Randers, Denmark	$8.54M	+$1.33M	1	2.7%	Increased
431	Norinchukin Bank Tokyo, Japan	$8.44M	+$2.21M	6	0.21%	Increased
432	Squarepoint New York	$8.4M	-$1.33M	6	0.52%	Reduced
433	Perkins Investment Management Chicago, Illinois	$8.39M	+$4.43M	1	0.13%	Increased
434	Capstone Investment Advisors New York	$8.36M	+$3.74M	4	0.16%	Increased
435	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$8.31M	+$1.34M	1	0.34%	Increased
436	CPIM Columbia Partners Investment Management Alexandria, Virginia	$8.27M	-$342K	2	0.61%	Reduced
437	CPM Chesapeake Partners Management Baltimore, Maryland	$8.22M	+$1.02M	1	1.23%	Increased
438	ACM Aquamarine Capital Management New York	$8.14M	$0	1	7.34%	Maintained
439	Twin Tree Management Dallas, Texas	$8.1M	+$3.96M	4	0.13%	Increased
440	LSV Asset Management Chicago, Illinois	$8.1M	+$5.8M	3	0.02%	Increased
441	DSI Daiwa SB Investments Tokyo, Japan	$8.05M	+$204K	1	2.33%	Increased
442	EDRI Edmond de Rothschild (Italia) Milano, Italy	$7.99M	+$7.48M	2	11.61%	Increased
443	PL Parthenon LLC Louisville, Kentucky	$7.95M	-$199K	3	1.99%	Reduced
444	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.86M	$0	3	1.37%	Maintained
445	Nantahala Capital Management New Canaan, Connecticut	$7.76M	-$1.08M	1	0.84%	Reduced
446	Handelsbanken Fonder Stockholm, Sweden	$7.74M	$0	1	0.32%	Maintained
447	EA Euclid Advisors Hartford, Connecticut	$7.69M	-$2.3M	6	0.33%	Reduced
448	VIG Vienna Insurance Group Warsaw, Poland	$7.67M	$0	1	7.51%	Maintained
449	IRF IBM Retirement Fund Armonk, New York	$7.63M	-$1.03M	6	0.27%	Reduced
450	Curi RMB Capital Chicago, Illinois	$7.62M	-$175K	2	0.4%	Reduced