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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
476	AIM Arcadia Investment Management Kalamazoo, Michigan	$7.2M	-$286K	1	2.16%	Reduced
477	IP Interval Partners New York	$7.14M	-$2.44M	1	1.5%	Reduced
478	Nomura Asset Management Tokyo, Japan	$7.14M	-$55.9K	5	0.13%	Reduced
479	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$7.04M	+$4.38M	4	0.72%	Increased
480	Truist Financial Charlotte, North Carolina	$7.02M	+$1.62M	3	0.21%	Increased
481	Rothschild & Co Asset Management US Stamford, Connecticut	$6.9M	-$315K	1	0.15%	Reduced
482	Veritable Wilmington, Delaware	$6.86M	+$50.4K	6	0.15%	Increased
483	LAM Lingohr Asset Management Duesseldorf, Germany	$6.76M	+$3.38M	1	0.98%	Increased
484	Driehaus Capital Management Chicago, Illinois	$6.74M	-$9.6M	3	0.26%	Reduced
485	B BP London, United Kingdom	$6.73M	-$8.05M	2	0.19%	Reduced
486	Oppenheimer & Co New York	$6.71M	+$256K	4	0.2%	Increased
487	Levin Capital Strategies New York	$6.7M	+$513K	1	0.1%	Increased
488	MB Financial Bank - Trust Department Rosemont, Illinois	$6.67M	+$3.51K	3	0.82%	Increased
489	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.63M	+$525K	5	0.09%	Increased
490	Voloridge Investment Management Jupiter, Florida	$6.63M	+$456K	2	0.31%	Increased
491	AAC Asset Advisors Corp Augusta, Georgia	$6.6M	-$446K	1	1.51%	Reduced
492	AFAM Capital Austin, Texas	$6.46M	+$5.25M	1	0.82%	Increased
493	NM Nokota Management New York	$6.45M	+$1.28M	1	0.2%	Increased
494	JCP Jabre Capital Partners Geneva, Switzerland	$6.37M	-$13.9M	1	0.55%	Reduced
495	Horan Capital Management Hunt Valley, Maryland	$6.34M	+$2.67M	1	2.14%	Increased
496	Nicholas Investment Partners Rancho Santa Fe, California	$6.3M	-$10.5M	1	0.39%	Reduced
497	Front Barnett Associates Chicago, Illinois	$6.23M	-$22.6K	1	1.19%	Reduced
498	JP Morgan Private Wealth Advisors San Francisco, California	$6.22M	-$450K	4	0.08%	Reduced
499	R.M. Davis Inc Portland, Maine	$6.13M	-$3.69M	2	0.35%	Reduced
500	OCM Olstein Capital Management Purchase, New York	$6.1M	$0	1	0.79%	Maintained