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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	AIM Atlantic Investment Management New York	$7.32M	+$7.4M	1	0.76%	New
452	LIA LS Investment Advisors Bloomfield Hills, Michigan	$7.3M	+$1.96M	10	0.47%	Increased
453	AC AFAM Capital Austin, Texas	$7.26M	-$339	1	1.01%	Reduced
454	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.19M	$0	3	1.1%	Maintained
455	SCM SKBA Capital Management San Francisco, California	$7.08M	+$6.46M	1	0.94%	New
456	AF Ally Financial Detroit, Michigan	$7.06M	+$1.82M	3	1.59%	Increased
457	Chartwell Investment Partners Berywn, Pennsylvania	$7.06M	+$15.2K	1	0.26%	Increased
458	Oppenheimer & Co New York	$7.05M	+$95.5K	6	0.2%	Increased
459	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.04M	+$129K	7	0.29%	Increased
460	DnB Asset Management Oslo, Norway	$7.02M	+$1.05M	5	0.11%	Increased
461	GCP GSA Capital Partners London, United Kingdom	$7.01M	-$3.17M	7	0.38%	Reduced
462	O'Shaughnessy Asset Management Stamford, Connecticut	$7M	-$66.3M	2	0.16%	Reduced
463	FSA Franklin Street Advisors Chapel Hill, North Carolina	$6.99M	+$435K	1	1.23%	Increased
464	Douglas Lane & Associates New York	$6.95M	+$1.06M	1	0.17%	Increased
465	AIC Argus Investors Counsel New York	$6.9M	-$1.07M	2	3.22%	Reduced
466	Tocqueville Asset Management New York	$6.89M	-$4.87M	2	0.08%	Reduced
467	CIBC Asset Management Toronto, Ontario, Canada	$6.84M	-$51.7K	7	0.05%	Reduced
468	WDA Wendell David Associates Portsmouth, New Hampshire	$6.79M	-$46.4K	2	1.3%	Reduced
469	Great Lakes Advisors Chicago, Illinois	$6.79M	+$2.92M	2	0.17%	Increased
470	Chilton Investment Company Stamford, Connecticut	$6.77M	-$62.6M	2	0.26%	Reduced
471	SCA Salient Capital Advisors Houston, Texas	$6.76M	+$1.57M	2	0.12%	Increased
472	TCTC Holdings Dallas, Texas	$6.75M	+$793K	1	0.41%	Increased
473	JIC Joel Isaacson & Co New York	$6.75M	+$401K	1	1.32%	Increased
474	Freestone Capital Holdings Seattle, Washington	$6.67M	+$1.13M	4	0.51%	Increased
475	CAM Capstone Asset Management Houston, Texas	$6.64M	-$1.19M	7	0.19%	Reduced