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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
551	SIM Sentry Investment Management Stevens Point, Wisconsin	$6.36M	-$3.06M	5	0.41%	Reduced
552	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$6.33M	-$311K	2	1.48%	Reduced
553	MUFG Securities EMEA London, United Kingdom	$6.33M	+$6.09M	7	0.11%	New
554	LIA LS Investment Advisors Bloomfield Hills, Michigan	$6.3M	-$140K	11	0.38%	Reduced
555	Cerity Partners New York	$6.29M	+$73K	1	0.46%	Increased
556	Pacer Advisors Malvern, Pennsylvania	$6.26M	+$2.91M	8	0.28%	Increased
557	BOK Financial Tulsa, Oklahoma	$6.25M	-$269K	2	0.17%	Reduced
558	Blackstone Inc New York	$6.19M	+$6.16M	2	0.03%	New
559	DCM Decatur Capital Management Decatur, Georgia	$6.18M	-$37K	1	1.23%	Reduced
560	BCM Bayesian Capital Management Brooklyn, New York	$6.16M	+$1.81M	7	1.39%	Increased
561	MIC MU Investments Company Tokyo, Japan	$6.16M	$0	1	4.3%	Maintained
562	GPCM Granite Point Capital Management Boston, Massachusetts	$6.11M	-$1.47M	1	0.55%	Reduced
563	Regions Financial Corp Birmingham, Alabama	$6.1M	-$625K	12	0.07%	Reduced
564	ET Equitable Trust Nashville, Tennessee	$6.07M	+$6.14M	3	0.77%	New
565	People's United Financial Bridgeport, Connecticut	$6.07M	+$448K	5	0.16%	Increased
566	PP Paloma Partners Greenwich, Connecticut	$6.05M	-$639K	5	0.11%	Reduced
567	AIS AlphaOne Investment Services West Chester, Pennsylvania	$6.05M	-$600K	1	1.74%	Reduced
568	TCM Teza Capital Management Chicago, Illinois	$6.05M	+$2.35M	5	0.9%	Increased
569	CAM Centre Asset Management New York	$5.96M	-$4.51M	1	1.4%	Reduced
570	RIM Redpoint Investment Management Sydney, NSW, Australia	$5.93M	-$943K	5	0.32%	Reduced
571	PineBridge Investments New York	$5.91M	+$1.06M	5	0.15%	Increased
572	KSCM Key Square Capital Management Stamford, Connecticut	$5.88M	+$4.21M	1	1.23%	New
573	ZDA Zweig-DiMenna Associates New York	$5.88M	-$396K	1	0.36%	Reduced
574	FAT First American Trust Santa Ana, California	$5.86M	-$1.07M	2	1.38%	Reduced
575	WCM Woodson Capital Management Greenwich, Connecticut	$5.83M	-$1.89M	1	1.93%	Reduced