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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	Dai-ichi Life Insurance Company Tokyo, Japan	$7.21M	+$7.92M	3	0.21%	New
452	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.16M	+$2.83M	7	0.3%	Increased
453	HCM Horan Capital Management Hunt Valley, Maryland	$7.01M	-$303K	1	1.81%	Reduced
454	TTWM TCV Trust & Wealth Management Richmond, Virginia	$6.95M	$0	3	1.13%	Maintained
455	BST Bath Savings Trust Bath, Maine	$6.94M	+$583K	2	2.14%	Increased
456	FTC Farmers Trust Company Youngstown, Ohio	$6.83M	-$699K	2	2.36%	Reduced
457	Capital Guardian Trust Los Angeles, California	$6.82M	+$7.58M	3	0.05%	Increased
458	WAM World Asset Management Detroit, Michigan	$6.81M	+$256K	8	0.26%	Increased
459	CIBC Asset Management Toronto, Ontario, Canada	$6.8M	+$428K	7	0.05%	Increased
460	Bridgeway Capital Management Houston, Texas	$6.8M	$0	4	0.09%	Maintained
461	Stephens Inc Little Rock, Arkansas	$6.77M	+$2.18M	4	0.28%	Increased
462	Amalgamated Bank New York	$6.75M	+$2.67M	8	0.31%	Increased
463	New Mexico Educational Retirement Board Santa Fe, New Mexico	$6.72M	+$1.19M	7	0.31%	Increased
464	CIM Contrarius Investment Management St. Helier, Jersey	$6.72M	-$3.09M	2	0.5%	Reduced
465	VIG Vienna Insurance Group Warsaw, Poland	$6.66M	$0	1	5.14%	Maintained
466	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$6.63M	-$502K	1	0.29%	Reduced
467	Oppenheimer & Co New York	$6.61M	-$2.83M	7	0.19%	Reduced
468	WAM Wilsey Asset Management San Diego, California	$6.56M	+$145K	1	4.64%	Increased
469	WDA Wendell David Associates Portsmouth, New Hampshire	$6.54M	+$380K	2	1.29%	Increased
470	LCM Lomas Capital Management New York	$6.54M	+$6.95M	1	1.45%	New
471	Norinchukin Bank Tokyo, Japan	$6.53M	+$757K	7	0.15%	Increased
472	TCM Tributary Capital Management Omaha, Nebraska	$6.52M	-$618K	1	0.77%	Reduced
473	Curi RMB Capital Chicago, Illinois	$6.31M	-$2.68M	2	0.34%	Reduced
474	SAM Securian Asset Management St Paul, Minnesota	$6.25M	+$999K	7	0.17%	Increased
475	AC AFAM Capital Austin, Texas	$6.15M	-$22.3K	1	0.93%	Reduced