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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
526	BP Banyan Partners Palm Beach Gardens, Florida	$5.8M	+$197K	3	0.49%	Increased
527	CIBC World Market Toronto, Ontario, Canada	$5.78M	+$3.99M	3	0.02%	Increased
528	AC Andromeda Capital White Plains, New York	$5.72M	+$354K	1	0.4%	Increased
529	Confluence Investment Management St. Louis, Missouri	$5.7M	+$359K	1	0.26%	Increased
530	GMIM General Motors Investment Management New York	$5.66M	+$1.14M	6	0.46%	Increased
531	QIM Quantitative Investment Management Charlottesville, Virginia	$5.65M	+$2.99M	3	1.01%	Increased
532	Wilmington Trust National Association Wilmington, Delaware	$5.64M	+$459K	2	0.19%	Increased
533	Truist Financial Charlotte, North Carolina	$5.63M	+$1.18M	3	0.17%	Increased
534	Whittier Trust South Pasadena, California	$5.58M	-$2.56K	4	0.27%	Reduced
535	CL CFS LLC Oklahoma City, Oklahoma	$5.55M	+$6.36M	2	4.19%	New
536	KCM Kempner Capital Management Galveston, Texas	$5.55M	$0	1	2.2%	Maintained
537	STB S&T Bank Indiana, Pennsylvania	$5.53M	+$335K	1	0.83%	Increased
538	BPIM Brant Point Investment Management New York	$5.53M	+$2.07M	1	0.5%	Increased
539	Blackhill Capital Morristown, New Jersey	$5.5M	$0	1	0.75%	Maintained
540	Glenmede Trust Philadelphia, Pennsylvania	$5.5M	-$2.77M	8	0.05%	Reduced
541	MC MIG Capital Newport Beach, California	$5.48M	$0	1	2.12%	Maintained
542	HHC Hutchin Hill Capital New York	$5.48M	+$1.83M	4	0.25%	Increased
543	WDA Wendell David Associates Portsmouth, New Hampshire	$5.46M	-$737K	2	1.15%	Reduced
544	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$5.44M	-$1.24M	2	1.51%	Reduced
545	Daiwa Securities Group Tokyo, Japan	$5.41M	+$471K	5	0.04%	Increased
546	FA FDx Advisors Chicago, Illinois	$5.41M	+$2.35M	5	0.35%	Increased
547	RP Realm Partners New York	$5.37M	+$53.1K	1	2.25%	Increased
548	FA Friess Associates Greenville, Delaware	$5.37M	+$5.8M	1	0.44%	New
549	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$5.35M	-$837K	4	0.16%	Reduced
550	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$5.35M	$0	9	0.4%	Maintained