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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	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$6.16M	+$1.01M	1	0.29%	Increased
502	GHCM Glen Harbor Capital Management San Diego, California	$6.16M	-$864K	7	0.15%	Reduced
503	WAM Wilsey Asset Management San Diego, California	$6.13M	+$259K	1	4.45%	Increased
504	NM Nokota Management New York	$6.1M	+$6.02M	1	0.17%	New
505	Wasatch Advisors Salt Lake City, Utah	$6.09M	-$1.05M	1	0.08%	Reduced
506	AR Advisory Research Chicago, Illinois	$6.08M	-$3.35M	2	0.1%	Reduced
507	Great Lakes Advisors Chicago, Illinois	$6.04M	-$347K	3	0.15%	Reduced
508	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$6.03M	-$4.59K	1	4.44%	Reduced
509	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$6.03M	+$132	2	1.59%	Increased
510	Hudson Bay Capital Management Stamford, Connecticut	$5.99M	+$5.8M	3	0.12%	New
511	CIBC World Market Toronto, Ontario, Canada	$5.97M	+$3.42M	4	0.03%	Increased
512	Wolverine Trading Chicago, Illinois	$5.95M	+$1M	6	0.03%	Increased
513	SEC Seven Eight Capital New York	$5.95M	+$3.46M	3	0.85%	Increased
514	MIM Monashee Investment Management Boston, Massachusetts	$5.92M	+$5.56M	1	2.5%	New
515	MC Martin Currie Edinburgh, United Kingdom	$5.9M	-$1.24M	1	0.47%	Reduced
516	STB S&T Bank Indiana, Pennsylvania	$5.89M	-$10.9K	1	1.07%	Reduced
517	Achmea Investment Management Zeist, Netherlands	$5.86M	-$6.57M	6	0.35%	Reduced
518	AIM Arcadia Investment Management Kalamazoo, Michigan	$5.84M	-$147K	2	1.85%	Reduced
519	UMA USA Mutuals Advisors Dallas, Texas	$5.83M	$0	1	3.22%	Maintained
520	WCM Woodson Capital Management Greenwich, Connecticut	$5.77M	+$5.41M	1	3.3%	New
521	AC Apertura Capital Dallas, Texas	$5.76M	-$13.3M	1	1.45%	Reduced
522	Sit Investment Associates Minneapolis, Minnesota	$5.69M	-$229K	2	0.14%	Reduced
523	QIM Quest Investment Management Lake Oswego, Oregon	$5.66M	+$4.62M	1	0.75%	Increased
524	CG Clinton Group New York	$5.56M	-$3.94M	3	0.57%	Reduced
525	MIC MU Investments Company Tokyo, Japan	$5.55M	-$44K	1	3.97%	Reduced