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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	TEC Tiger Eye Capital Nashville, Tennessee	$8.09M	+$7.07M	1	1.04%	New
427	WAM World Asset Management Detroit, Michigan	$8.02M	+$938K	8	0.26%	Increased
428	Quadrature Capital London, United Kingdom	$8M	-$10.9M	2	0.58%	Reduced
429	1C 1060 Capital Denver, Colorado	$8M	+$8.15M	1	2.57%	New
430	CAM Centre Asset Management New York	$7.97M	-$3.23M	1	2.19%	Reduced
431	WAM Winslow Asset Management Beachwood, Ohio	$7.94M	-$199K	1	1.63%	Reduced
432	SC Skylands Capital Milwaukee, Wisconsin	$7.91M	+$2.72M	1	1.09%	Increased
433	FBP Flippin Bruce & Porter Lynchburg, Virginia	$7.85M	+$552K	1	1.82%	Increased
434	Nuveen Fund Advisors Chicago, Illinois	$7.83M	-$926K	3	1.03%	Reduced
435	HCM Horan Capital Management Hunt Valley, Maryland	$7.81M	-$423K	1	1.78%	Reduced
436	HIC Harvey Investment Company Louisville, Kentucky	$7.8M	-$1.28M	2	1.61%	Reduced
437	Lazard Asset Management New York	$7.68M	-$273M	4	0.01%	Reduced
438	Peregrine Capital Management Minneapolis, Minnesota	$7.66M	-$114K	1	0.19%	Reduced
439	BST Bath Savings Trust Bath, Maine	$7.64M	+$372K	2	2.23%	Increased
440	Mutual of America Capital Management New York	$7.64M	-$283K	6	0.14%	Reduced
441	Handelsbanken Fonder Stockholm, Sweden	$7.63M	+$1.24M	1	0.21%	Increased
442	HHC Hutchin Hill Capital New York	$7.63M	+$1.51M	4	0.21%	Increased
443	SH SeaTown Holdings Singapore	$7.59M	+$7.91M	1	1.01%	New
444	BOK Financial Tulsa, Oklahoma	$7.53M	+$2.14M	5	0.23%	Increased
445	Wasatch Advisors Salt Lake City, Utah	$7.5M	+$2.54M	1	0.11%	Increased
446	RCIM Russell Clark Investment Management London, United Kingdom	$7.44M	+$2.9M	2	1.24%	Increased
447	abrdn Investment Management Edinburgh, United Kingdom	$7.41M	-$10.2M	1	0.02%	Reduced
448	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$7.4M	+$1.29M	4	0.29%	Increased
449	GHCM Glen Harbor Capital Management San Diego, California	$7.34M	-$550K	7	0.18%	Reduced
450	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$7.33M	+$1.94M	8	0.08%	Increased