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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	Simplex Trading Chicago, Illinois	$5.14M	+$2.36M	5	0.22%	Increased
527	CIA Covington Investment Advisors Ligonier, Pennsylvania	$5.13M	+$67.2K	1	2.05%	Increased
528	Bowie Capital Management Richardson, Texas	$5.13M	+$1.81M	2	3.55%	Increased
529	Brinker Capital Berwyn, Pennsylvania	$5.09M	+$4.28K	4	0.24%	Increased
530	SC Schulhoff & Co Cincinnati, Ohio	$5.08M	-$340K	3	3.12%	Reduced
531	Wolverine Trading Chicago, Illinois	$5.07M	-$111K	7	0.03%	Reduced
532	MIC MU Investments Company Tokyo, Japan	$4.99M	+$2.24K	2	3.54%	Increased
533	SM SLS Management New York	$4.96M	+$5.02M	1	6.9%	New
534	EFEM Eos Focused Equity Management New York	$4.93M	-$37.5K	1	5.23%	Reduced
535	LCM Landscape Capital Management Englewood, New Jersey	$4.9M	+$3.27M	3	0.48%	Increased
536	William Blair & Company Chicago, Illinois	$4.88M	+$2.26M	4	0.04%	Increased
537	Calamos Advisors Naperville, Illinois	$4.88M	+$253K	2	0.04%	Increased
538	Swiss Life Asset Management Zurich,	$4.86M	+$792K	5	0.13%	Increased
539	CCM Cadence Capital Management Boston, Massachusetts	$4.84M	+$377K	6	0.33%	Increased
540	PS Pensionfund Sabic Sittard, Netherlands	$4.83M	-$778K	3	1.49%	Reduced
541	Janney Montgomery Scott Philadelphia, Pennsylvania	$4.81M	+$866K	6	0.06%	Increased
542	FP FDO Partners Cambridge, Massachusetts	$4.79M	-$69.6K	2	1.19%	Reduced
543	AAC Asset Advisors Corp Augusta, Georgia	$4.76M	-$1.11M	1	0.87%	Reduced
544	ACP Ashfield Capital Partners San Francisco, California	$4.76M	-$4.04M	2	0.66%	Reduced
545	Cubist Systematic Strategies Stamford, Connecticut	$4.72M	-$988K	7	0.34%	Reduced
546	Hawk Ridge Capital Management Los Angeles, California	$4.7M	+$183K	2	2.11%	Increased
547	Ruane, Cunniff & Goldfarb New York	$4.69M	+$4.84M	1	0.04%	Increased
548	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.66M	+$1.03M	7	0.08%	Increased
549	ED Exane Derivatives Paris, France	$4.65M	+$360K	3	1.05%	Increased
550	PCM Penn Capital Management Philadelphia, Pennsylvania	$4.61M	-$3.77M	1	0.32%	Reduced