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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	PL Parthenon LLC Louisville, Kentucky	$10.3M	-$324K	3	2.32%	Reduced
452	NP NS Partners London, United Kingdom	$10.2M	+$269K	1	1.12%	Increased
453	TIA Tandem Investment Advisors Charleston, South Carolina	$10.1M	-$25.8K	1	3.48%	Reduced
454	CIBC Asset Management Toronto, Ontario, Canada	$10.1M	+$529K	8	0.06%	Increased
455	EULAV Asset Management Sarasota, Florida	$10.1M	-$120K	2	0.47%	Reduced
456	Douglas Lane & Associates New York	$10M	-$317K	1	0.21%	Reduced
457	JIC Joel Isaacson & Co New York	$9.95M	-$300K	2	1.73%	Reduced
458	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.89M	-$3.32M	5	0.09%	Reduced
459	Barings Charlotte, North Carolina	$9.79M	+$2.07M	5	0.13%	Increased
460	HIC Harvey Investment Company Louisville, Kentucky	$9.78M	$0	2	1.78%	Maintained
461	GP GLG Partners London, United Kingdom	$9.78M	-$22.1M	4	0.46%	Reduced
462	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.77M	+$100K	7	0.53%	Increased
463	BCM Bayesian Capital Management Brooklyn, New York	$9.75M	-$3.63M	7	1.99%	Reduced
464	BB&T Securities Richmond, Virginia	$9.72M	+$2.67M	4	0.13%	Increased
465	Rathbones Group Liverpool, United Kingdom	$9.65M	-$328K	2	0.39%	Reduced
466	Robeco Schweiz Zurich, Switzerland	$9.61M	+$958K	1	0.63%	Increased
467	TCTC Holdings Dallas, Texas	$9.6M	+$1.76M	1	0.5%	Increased
468	Azimuth Capital Management Bloomfield Hills, Michigan	$9.47M	-$145K	1	0.68%	Reduced
469	PEAK6 Group Chicago, Illinois	$9.44M	-$3.64M	6	0.04%	Reduced
470	Peregrine Capital Management Minneapolis, Minnesota	$9.43M	-$657K	1	0.22%	Reduced
471	PP Paloma Partners Greenwich, Connecticut	$9.4M	-$6.47M	7	0.13%	Reduced
472	LPL Financial San Diego, California	$9.27M	+$3.82K	9	0.03%	Increased
473	CONA Capital One National Association New York	$9.24M	+$6.4M	3	0.63%	Increased
474	DnB Asset Management Oslo, Norway	$9.21M	+$22.2K	5	0.11%	Increased
475	Natixis Paris, France	$9.1M	+$1.89M	5	0.07%	Increased