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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	CI Cowen Inc New York	$8.61M	+$8.66M	3	0.52%	Increased
452	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.57M	-$645K	6	0.26%	Reduced
453	DSI Daiwa SB Investments Tokyo, Japan	$8.55M	+$6.67M	1	1.66%	Increased
454	RSCM Rail-Splitter Capital Management Chicago, Illinois	$8.46M	+$179K	1	2.44%	Increased
455	Oppenheimer & Co New York	$8.42M	+$1.47M	5	0.23%	Increased
456	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.18M	+$140K	9	0.39%	Increased
457	CC Cipher Capital New York	$8.1M	-$1.81M	5	1.11%	Reduced
458	CIM Contravisory Investment Management Norwell, Massachusetts	$8.09M	+$8.94M	1	1.76%	New
459	TTWM TCV Trust & Wealth Management Richmond, Virginia	$8.09M	-$379K	3	1.33%	Reduced
460	Mutual of America Capital Management New York	$8M	-$25.9K	5	0.18%	Reduced
461	Douglas C. Lane & Associates New York	$8M	-$828K	2	0.22%	Reduced
462	LPL Financial San Diego, California	$7.99M	+$404K	8	0.04%	Increased
463	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$7.97M	-$33.1K	1	1%	Reduced
464	Artemis Investment Management Edinburgh, United Kingdom	$7.94M	-$11.1M	1	0.26%	Reduced
465	PDM Penn Davis McFarland Dallas, Texas	$7.88M	+$361K	1	1.84%	Increased
466	AIM Arcadia Investment Management Kalamazoo, Michigan	$7.87M	+$81K	3	2.05%	Increased
467	NP NS Partners London, United Kingdom	$7.69M	+$7.65M	1	1.22%	New
468	PTC Petrus Trust Company Dallas, Texas	$7.68M	+$10.3M	1	1.75%	New
469	CAM Capstone Asset Management Houston, Texas	$7.63M	-$741K	8	0.22%	Reduced
470	Curi RMB Capital Chicago, Illinois	$7.53M	+$7.13M	1	0.49%	New
471	UMA USA Mutuals Advisors Dallas, Texas	$7.51M	-$1.42M	1	4.04%	Reduced
472	BCM Bluefin Capital Management New York	$7.49M	-$1.15K	1	0.46%	Reduced
473	GS GAM Systematic Cambridge, United Kingdom	$7.46M	+$4.71M	4	0.94%	Increased
474	OMERS Administration Corp Toronto, Ontario, Canada	$7.35M	+$5.15M	2	0.29%	Increased
475	Nomura Asset Management Tokyo, Japan	$7.35M	-$198K	6	0.14%	Reduced