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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	EDRI Edmond de Rothschild (Italia) Milano, Italy	$9.59M	+$1.33M	2	11.88%	Increased
427	HIC Harvey Investment Company Louisville, Kentucky	$9.51M	+$31	2	2.02%	Increased
428	NM Nokota Management New York	$9.4M	+$10.6M	1	0.16%	New
429	Bank of Nova Scotia Toronto, Ontario, Canada	$9.36M	-$770K	4	0.05%	Reduced
430	Madison Investment Holdings Madison, Wisconsin	$9.34M	+$61.5K	1	0.18%	Increased
431	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$9.34M	+$935K	1	1.07%	Increased
432	Barings Charlotte, North Carolina	$9.04M	+$355K	4	0.23%	Increased
433	Baird Financial Group Milwaukee, Wisconsin	$8.98M	+$264K	3	0.08%	Increased
434	PTC Petrus Trust Company Dallas, Texas	$8.83M	$0	1	2.02%	Maintained
435	Crawford Investment Counsel Atlanta, Georgia	$8.81M	+$8.47M	2	0.32%	Increased
436	KLC Knowledge Leaders Capital Denver, Colorado	$8.8M	-$8.7M	1	2.94%	Reduced
437	Edge Asset Management Seattle, Washington	$8.79M	-$310	1	0.07%	Reduced
438	CIM Contrarius Investment Management St. Helier, Jersey	$8.77M	+$1.77M	2	0.65%	Increased
439	Livforsakringsbolaget Skandia Stockholm, Sweden	$8.74M	+$1.3M	6	0.43%	Increased
440	CPIM Columbia Partners Investment Management Alexandria, Virginia	$8.69M	+$888K	3	0.68%	Increased
441	Braun Stacey Associates New York	$8.67M	-$3.25M	1	0.55%	Reduced
442	SIA SeaBridge Investment Advisors Summit, New Jersey	$8.66M	-$70.2K	2	2.14%	Reduced
443	NP NS Partners London, United Kingdom	$8.59M	-$16.1K	1	1.4%	Reduced
444	Chartwell Investment Partners Berywn, Pennsylvania	$8.53M	-$4.24M	1	0.15%	Reduced
445	FTC Farmers Trust Company Youngstown, Ohio	$8.47M	-$667K	2	2.91%	Reduced
446	WAM Winslow Asset Management Beachwood, Ohio	$8.47M	-$227K	1	1.87%	Reduced
447	AIC Argus Investors Counsel New York	$8.4M	-$343K	2	3.53%	Reduced
448	SAM Shell Asset Management The Hague, Netherlands	$8.39M	-$504K	6	0.17%	Reduced
449	First Manhattan New York	$8.38M	-$447K	5	0.05%	Reduced
450	Squarepoint New York	$8.35M	+$72.8K	7	0.55%	Increased