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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	CIBC Asset Management Toronto, Ontario, Canada	$8.34M	-$13.8M	7	0.05%	Reduced
452	Gateway Investment Advisers Cincinnati, Ohio	$8.29M	-$84.4K	5	0.07%	Reduced
453	LPL Financial San Diego, California	$8.28M	-$667K	5	0.05%	Reduced
454	First Long Island Investors Jericho, New York	$8.24M	+$1.34M	1	1.8%	Increased
455	Mutual of America Capital Management New York	$8.23M	+$112K	5	0.2%	Increased
456	HBK Investments Dallas, Texas	$8.22M	-$7.15M	3	0.13%	Reduced
457	Penn Capital Management Philadelphia, Pennsylvania	$7.99M	+$5.08M	2	0.33%	Increased
458	CAM Capstone Asset Management Houston, Texas	$7.86M	+$707K	9	0.27%	Increased
459	Granahan Investment Management Waltham, Massachusetts	$7.81M	$0	1	0.24%	Maintained
460	Analytic Investors Los Angeles, California	$7.75M	+$4.54M	2	0.11%	Increased
461	AG Artal Group Luxembourg	$7.69M	+$4.02M	2	0.28%	Increased
462	O'Shaughnessy Asset Management Stamford, Connecticut	$7.6M	+$5.98M	1	0.14%	Increased
463	CCM Catapult Capital Management New York	$7.58M	+$2.34M	2	0.81%	Increased
464	ARGA Investment Management Stamford, Connecticut	$7.56M	+$900K	1	2.36%	Increased
465	KBC Group Brussels, Belgium	$7.56M	-$29M	5	0.26%	Reduced
466	TCV Trust & Wealth Management Richmond, Virginia	$7.54M	$0	3	1.27%	Maintained
467	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$7.54M	+$354K	1	1.71%	Increased
468	Tygh Capital Management Portland, Oregon	$7.45M	+$2.83M	2	1.63%	Increased
469	CIC Cornercap Investment Counsel Atlanta, Georgia	$7.44M	-$161K	1	1.36%	Reduced
470	MPAM Monarch Partners Asset Management Boston, Massachusetts	$7.41M	-$1.6M	2	1.95%	Reduced
471	ArrowMark Colorado Holdings Denver, Colorado	$7.33M	+$7.54M	1	0.2%	New
472	ST Stifel Trust St. Louis, Missouri	$7.28M	-$220K	2	1.39%	Reduced
473	HC Hourglass Capital Houston, Texas	$7.27M	+$2.74M	1	0.97%	Increased
474	Quest Investment Management Lake Oswego, Oregon	$7.21M	-$476K	1	0.76%	Reduced
475	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$7.2M	+$176K	1	1.94%	Increased