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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	Oppenheimer & Co New York	$7.68M	+$128K	6	0.21%	Increased
452	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.61M	$0	3	1.15%	Maintained
453	WAM World Asset Management Detroit, Michigan	$7.59M	-$957K	8	0.26%	Reduced
454	WDA Wendell David Associates Portsmouth, New Hampshire	$7.57M	+$276K	2	1.43%	Increased
455	LPL Financial San Diego, California	$7.54M	+$3.45M	7	0.03%	Increased
456	DnB Asset Management Oslo, Norway	$7.54M	-$87.9K	5	0.11%	Reduced
457	JIC Joel Isaacson & Co New York	$7.53M	-$99.1K	1	1.42%	Reduced
458	WI WBI Investments Red Bank, New Jersey	$7.52M	-$12.8M	2	0.33%	Reduced
459	FSA Franklin Street Advisors Chapel Hill, North Carolina	$7.51M	-$455K	1	1.28%	Reduced
460	GWI Grace & White Inc Ny, New York	$7.51M	+$2.5M	1	1.64%	Increased
461	TIA Tandem Investment Advisors Charleston, South Carolina	$7.46M	+$540K	1	2.96%	Increased
462	NP NS Partners London, United Kingdom	$7.45M	-$1.86M	1	0.98%	Reduced
463	Chartwell Investment Partners Berywn, Pennsylvania	$7.39M	-$294K	1	0.28%	Reduced
464	TCTC Holdings Dallas, Texas	$7.39M	-$324K	1	0.5%	Reduced
465	CIBC Asset Management Toronto, Ontario, Canada	$7.29M	+$26.4K	7	0.05%	Increased
466	BOK Financial Tulsa, Oklahoma	$7.22M	-$869K	5	0.23%	Reduced
467	Meag Munich Ergo Munich, Germany	$7.22M	-$4.65M	1	0.32%	Reduced
468	Bessemer Group Woodbridge, New Jersey	$7.12M	+$1.24M	9	0.03%	Increased
469	Veritable Wilmington, Delaware	$7.12M	+$1.54M	5	0.16%	Increased
470	Rathbones Group Liverpool, United Kingdom	$7.1M	+$181K	2	0.32%	Increased
471	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.07M	+$58.8K	7	0.28%	Increased
472	AF Ally Financial Detroit, Michigan	$6.99M	+$290K	2	1.38%	Increased
473	ECM Ensemble Capital Management San Francisco, California	$6.96M	+$5.35M	1	1.52%	Increased
474	FBA Front Barnett Associates Chicago, Illinois	$6.96M	$0	1	1.27%	Maintained
475	GIM Goelzer Investment Management Carmel, Indiana	$6.89M	-$426K	1	0.84%	Reduced