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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	SC Schulhoff & Co Cincinnati, Ohio	$5.91M	-$41.6K	3	3.67%	Reduced
502	BST Bath Savings Trust Bath, Maine	$5.86M	-$16.9K	1	1.83%	Reduced
503	DCM Dynamic Capital Management St. Helier, Jersey	$5.82M	+$6.35M	2	0.68%	Increased
504	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$5.82M	-$18.7K	1	4.56%	Reduced
505	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.78M	$0	6	0.26%	Maintained
506	BPM Bronson Point Management Fairfield, Connecticut	$5.72M	+$6.38M	2	1.92%	New
507	LMR Partners London, United Kingdom	$5.7M	+$4.14M	3	0.88%	Increased
508	MCM McKinley Capital Management Anchorage, Alaska	$5.66M	+$5.62M	2	0.27%	New
509	SCM Stevens Capital Management Radnor, Pennsylvania	$5.64M	-$26.6M	2	0.22%	Reduced
510	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$5.63M	-$51.7K	2	1.64%	Reduced
511	CIA Covington Investment Advisors Ligonier, Pennsylvania	$5.6M	+$98.6K	1	2.47%	Increased
512	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.57M	+$2.24M	2	0.39%	Increased
513	Synovus Financial Columbus, Georgia	$5.5M	-$1.01M	4	0.13%	Reduced
514	SCM Sandler Capital Management New York	$5.49M	-$897K	1	0.72%	Reduced
515	ACC Accident Compensation Corp Wellington, New Zealand	$5.47M	+$2.75M	2	1.5%	Increased
516	GIM Goelzer Investment Management Carmel, Indiana	$5.47M	-$2.61M	1	0.75%	Reduced
517	Douglas Lane & Associates New York	$5.46M	-$543K	1	0.16%	Reduced
518	ARTA A.R.T. Advisors New York	$5.46M	-$15.3M	4	0.27%	Reduced
519	MLL Moody Lynn & Lieberson Boston, Massachusetts	$5.43M	-$1.52M	2	0.97%	Reduced
520	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.35M	+$5.31M	1	0.88%	New
521	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.35M	-$215K	7	0.06%	Reduced
522	Cubist Systematic Strategies Stamford, Connecticut	$5.31M	+$1.59M	9	0.31%	Increased
523	UFF USA Financial Formulas Ada, Michigan	$5.29M	+$5.25M	2	1.45%	New
524	B BP London, United Kingdom	$5.28M	+$1.38M	3	0.21%	Increased
525	Kentucky Retirement Systems Frankfort, Kentucky	$5.26M	-$463K	6	0.34%	Reduced