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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	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$8.5M	-$237K	1	6.03%	Reduced
502	Walleye Trading New York	$8.48M	+$352K	7	0.05%	Increased
503	PAA Peregrine Asset Advisers Portland, Oregon	$8.46M	+$1.22M	2	4.38%	Increased
504	SCI SkyBridge Capital II New York	$8.45M	-$2.38M	1	4.56%	Reduced
505	New Mexico Educational Retirement Board Santa Fe, New Mexico	$8.37M	-$264K	7	0.33%	Reduced
506	YL YCG LLC Austin, Texas	$8.29M	+$196K	1	1.76%	Increased
507	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$8.23M	+$4.32M	3	1.15%	Increased
508	NewEdge Advisors New Orleans, Louisiana	$8.08M	-$539K	2	0.74%	Reduced
509	TTWM TCV Trust & Wealth Management Richmond, Virginia	$8.05M	$0	3	1.13%	Maintained
510	Empowered Funds Havertown, Pennsylvania	$8.01M	+$3.16M	4	2.53%	Increased
511	Cubist Systematic Strategies Stamford, Connecticut	$7.94M	-$819K	8	0.4%	Reduced
512	AC AFAM Capital Austin, Texas	$7.94M	+$52.2K	1	1.15%	Increased
513	BPB Badgley, Phelps & Bell Seattle, Washington	$7.79M	+$235K	1	0.51%	Increased
514	MC Middleton & Co Boston, Massachusetts	$7.74M	+$15.8K	1	1.33%	Increased
515	HIC Harvey Investment Company Louisville, Kentucky	$7.68M	-$940K	2	1.42%	Reduced
516	GCP GSA Capital Partners London, United Kingdom	$7.67M	-$5.87M	5	0.38%	Reduced
517	Confluence Investment Management St. Louis, Missouri	$7.55M	-$139K	1	0.13%	Reduced
518	AIM Arcadia Investment Management Kalamazoo, Michigan	$7.55M	-$18.5K	2	2.1%	Reduced
519	CONA Capital One National Association New York	$7.54M	-$610K	3	0.55%	Reduced
520	Old National Bancorp Evansville, Indiana	$7.54M	+$1.18M	2	0.39%	Increased
521	Oberweis Asset Management Lisle, Illinois	$7.42M	+$4.56M	1	1.87%	Increased
522	United Capital Financial Advisors Irving, Texas	$7.41M	+$3.28M	5	0.06%	Increased
523	SC Schulhoff & Co Cincinnati, Ohio	$7.39M	+$191K	3	4.39%	Increased
524	UMA USA Mutuals Advisors Dallas, Texas	$7.35M	$0	1	4.63%	Maintained
525	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$7.33M	+$2.59M	2	5.23%	Increased