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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	FSA Franklin Street Advisors Chapel Hill, North Carolina	$8.17M	+$91.5K	1	1.22%	Increased
502	Norinchukin Bank Tokyo, Japan	$8.14M	-$6.91M	7	0.14%	Reduced
503	DG Delek Group Herzliya, Israel	$8.1M	+$7.06M	1	0.44%	New
504	OAM Oxford Asset Management Oxford, United Kingdom	$8.06M	-$4.31M	4	0.17%	Reduced
505	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$7.95M	-$42K	1	5.5%	Reduced
506	New Mexico Educational Retirement Board Santa Fe, New Mexico	$7.95M	+$267K	7	0.3%	Increased
507	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$7.93M	-$165K	1	0.33%	Reduced
508	BRCA Birch Run Capital Advisors Dallas, Texas	$7.92M	$0	1	2.86%	Maintained
509	SG Swarthmore Group Philadelphia, Pennsylvania	$7.86M	$0	1	1.68%	Maintained
510	MC Maplelane Capital New York	$7.78M	+$8.4M	1	0.17%	Increased
511	OMERS Administration Corp Toronto, Ontario, Canada	$7.73M	-$2.18M	3	0.08%	Reduced
512	CIA Covington Investment Advisors Ligonier, Pennsylvania	$7.68M	$0	1	2.63%	Maintained
513	MC Middleton & Co Boston, Massachusetts	$7.68M	+$740K	1	1.29%	Increased
514	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$7.62M	+$6.45M	3	0.07%	Increased
515	AC AFAM Capital Austin, Texas	$7.62M	-$10.2K	1	0.84%	Reduced
516	JIR James Investment Research Alpha, Ohio	$7.59M	+$6.99M	3	0.26%	New
517	Veritable Wilmington, Delaware	$7.56M	-$836K	5	0.15%	Reduced
518	SC Schulhoff & Co Cincinnati, Ohio	$7.47M	-$30K	3	4.2%	Reduced
519	First Eagle Investment Management New York	$7.46M	-$79M	2	0.02%	Reduced
520	CI Caerus Investors New York	$7.45M	+$6.94M	1	5.44%	New
521	SIA SeaBridge Investment Advisors Summit, New Jersey	$7.39M	+$82.4K	2	1.61%	Increased
522	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.39M	+$622K	7	0.1%	Increased
523	Credit Agricole Montrouge Cedex, France	$7.36M	-$235M	4	0.49%	Reduced
524	CC Cipher Capital New York	$7.34M	-$6.47M	4	0.58%	Reduced
525	CCM Cadence Capital Management Boston, Massachusetts	$7.27M	-$808K	6	0.46%	Reduced