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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
501	HMP HS Management Partners New York	$10.2M	-$20.5K	1	3.52%	Reduced
502	M&T Bank Buffalo, New York	$10.1M	-$759K	7	0.03%	Reduced
503	MIM Morningstar Investment Management Chicago, Illinois	$10.1M	$0	2	0.62%	Maintained
504	OLA Oliver Luxxe Assets Gladstone, New Jersey	$10.1M	-$8.41M	2	1.48%	Reduced
505	SGM Sellaronda Global Management New York	$10M	-$8.38M	1	6.27%	Reduced
506	Aquatic Capital Management Chicago, Illinois	$10M	-$4.96M	8	0.34%	Reduced
507	Graham Capital Management Rowayton, Connecticut	$9.83M	-$3.72M	6	0.18%	Reduced
508	Utah Retirement Systems Salt Lake City, Utah	$9.79M	-$976K	4	0.09%	Reduced
509	New York Life Investment Management New York	$9.77M	-$1.77M	4	0.07%	Reduced
510	Cambridge Investment Research Advisors Fairfield, Iowa	$9.67M	+$1.84M	7	0.02%	Increased
511	KCM Kingdon Capital Management New York	$9.59M	+$4.4M	1	0.98%	Increased
512	Jain Global New York	$9.57M	-$35.3M	7	0.04%	Reduced
513	Gateway Investment Advisers Cincinnati, Ohio	$9.56M	+$2.19M	3	0.09%	Increased
514	Calamos Advisors Naperville, Illinois	$9.55M	-$1.82M	2	0.03%	Reduced
515	GW&K Investment Management Boston, Massachusetts	$9.55M	-$137K	7	0.07%	Reduced
516	ALPS Advisors Denver, Colorado	$9.54M	+$742K	4	0.04%	Increased
517	GIM Generate Investment Management Auckland, New Zealand	$9.49M	+$8.87M	1	0.39%	New
518	HP Havemeyer Place Greenwich, Connecticut	$9.49M	+$7.85M	4	0.94%	Increased
519	NC Nixon Capital Austin, Texas	$9.47M	-$3.01K	1	2.98%	Reduced
520	MCM Monument Capital Management Alexandria, Virginia	$9.47M	-$311K	2	1.9%	Reduced
521	ESBC E.S. Barr & Co Lexington, Kentucky	$9.34M	-$680K	2	0.52%	Reduced
522	PCM Prelude Capital Management New York	$9.33M	+$1.18M	6	0.68%	Increased
523	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$9.22M	+$6.25M	4	0.48%	Increased
524	CA Cornerstone Advisors Asheville, North Carolina	$9.18M	-$4.72M	1	0.3%	Reduced
525	Advisory Services Network Atlanta, Georgia	$9.14M	-$1.37M	3	0.1%	Reduced