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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
451	iA Global Asset Management Quebec, Quebec, Canada	$13.1M	-$2.39M	2	0.16%	Reduced
452	Guggenheim Capital Chicago, Illinois	$13M	+$1.83M	6	0.08%	Increased
453	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$12.9M	+$8.59M	5	0.21%	Increased
454	Capital International Sarl Los Angeles, California	$12.9M	+$375K	2	0.18%	Increased
455	SC Sylebra Capital Palo Alto, California	$12.9M	-$5.69M	1	1.36%	Reduced
456	Wealthfront Advisers Palo Alto, California	$12.8M	-$2.37M	5	0.02%	Reduced
457	GIP Granite Investment Partners El Segundo, California	$12.8M	+$6.17M	2	0.65%	Increased
458	GL Governors Lane New York	$12.8M	+$11.9M	1	1.07%	New
459	Kayne Anderson Rudnick Investment Management Los Angeles, California	$12.6M	+$11.5M	3	0.04%	Increased
460	Nippon Life Global Investors Americas New York	$12.6M	+$1.13M	1	0.5%	Increased
461	GGHC Gilder Gagnon Howe & Co New York	$12.5M	+$9.96M	2	0.13%	Increased
462	TCM Tributary Capital Management Omaha, Nebraska	$12.4M	-$311K	1	1.02%	Reduced
463	OPCM Osborne Partners Capital Management San Francisco, California	$12.2M	-$75.9K	1	0.68%	Reduced
464	OFI Invest Asset Management Paris, France	$12.2M	+$102K	3	0.12%	Increased
465	SGA Strategic Global Advisors Newport Beach, California	$12.2M	+$11M	3	1.74%	Increased
466	Brinker Capital Investments Berwyn, Pennsylvania	$12.1M	+$405K	3	0.09%	Increased
467	TCM Topline Capital Management Santa Monica, California	$12M	-$8.48M	2	3.11%	Reduced
468	Summit Trail Advisors New York	$12M	-$815K	7	0.15%	Reduced
469	Bessemer Group Woodbridge, New Jersey	$11.9M	+$71.6K	13	0.02%	Increased
470	River Road Asset Management Louisville, Kentucky	$11.8M	+$118K	1	0.13%	Increased
471	IFM Investors Melbourne, Australia	$11.8M	+$741K	2	0.08%	Increased
472	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$11.6M	-$6.5M	9	0.62%	Reduced
473	OMERS Administration Corp Toronto, Ontario, Canada	$11.6M	+$4.52M	3	0.07%	Increased
474	AFA Abacus FCF Advisors Orlando, Florida	$11.5M	-$1.84M	1	2.11%	Reduced
475	SCP Stevens Capital Partners Omaha, Nebraska	$11.4M	+$6.16K	1	2.18%	Increased