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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	BRCA Birch Run Capital Advisors Dallas, Texas	$8.01M	$0	1	2.67%	Maintained
427	AHL Partners London, United Kingdom	$7.99M	+$4.53M	5	0.24%	Increased
428	QCMC Quantum Capital Management (California) San Francisco, California	$7.97M	+$1.1M	2	2.14%	Increased
429	HighTower Advisors Chicago, Illinois	$7.96M	+$1.38M	5	0.09%	Increased
430	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$7.96M	+$8.18M	2	0.05%	New
431	Commonwealth Equity Services Waltham, Massachusetts	$7.95M	+$2.47M	5	0.06%	Increased
432	Peregrine Capital Management Minneapolis, Minnesota	$7.93M	-$719K	1	0.21%	Reduced
433	ACP Ashfield Capital Partners San Francisco, California	$7.93M	-$14.4M	2	0.78%	Reduced
434	Janus Henderson Group London,	$7.92M	+$1.68M	7	0.06%	Increased
435	HC Hendley & Co Zanesville, Ohio	$7.87M	+$3.87M	2	4.94%	Increased
436	CAM Capstone Asset Management Houston, Texas	$7.84M	+$1.33M	8	0.22%	Increased
437	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.84M	+$36.5K	4	0.5%	Increased
438	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.82M	+$999K	2	0.85%	Increased
439	Mutual of America Capital Management New York	$7.73M	+$1.61M	6	0.15%	Increased
440	Crawford Investment Counsel Atlanta, Georgia	$7.72M	-$178K	2	0.28%	Reduced
441	AIC Argus Investors Counsel New York	$7.67M	-$95.9K	2	3.2%	Reduced
442	Twin Tree Management Dallas, Texas	$7.6M	+$4.23M	3	0.07%	Increased
443	GP GLG Partners London, United Kingdom	$7.58M	-$2.77M	4	0.3%	Reduced
444	Nantahala Capital Management New Canaan, Connecticut	$7.5M	-$3.3M	1	0.78%	Reduced
445	NP NS Partners London, United Kingdom	$7.49M	+$71.3K	1	1.17%	Increased
446	Chartwell Investment Partners Berywn, Pennsylvania	$7.4M	-$200K	1	0.25%	Reduced
447	CCP Clough Capital Partners Boston, Massachusetts	$7.39M	+$1.07M	1	0.49%	Increased
448	WAM Winslow Asset Management Beachwood, Ohio	$7.35M	+$35.8K	1	1.54%	Increased
449	SC Skylands Capital Milwaukee, Wisconsin	$7.34M	-$96.5K	1	1.12%	Reduced
450	DSI Daiwa SB Investments Tokyo, Japan	$7.3M	-$44.3K	1	1.92%	Reduced