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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
576	MLIC Mandatum Life Insurance Company Helsinki, Finland	$3.97M	$0	2	0.54%	Maintained
577	MC Martin Currie Edinburgh, United Kingdom	$3.95M	-$772K	1	0.37%	Reduced
578	Synovus Financial Columbus, Georgia	$3.89M	+$16.6K	4	0.09%	Increased
579	Numeric Investors Boston, Massachusetts	$3.89M	+$1.06M	4	0.04%	Increased
580	PFM Parsec Financial Management Asheville, North Carolina	$3.88M	-$132K	1	0.34%	Reduced
581	Stephens Investment Management Group Houston, Texas	$3.84M	+$3.65K	1	0.11%	Increased
582	IEFM IQ EQ Fund Management Dublin 2, Ireland	$3.83M	+$949K	2	0.7%	Increased
583	RCIM Russell Clark Investment Management London, United Kingdom	$3.82M	+$4.06M	1	1.21%	New
584	FBC Fairfield, Bush & Co Darien, Connecticut	$3.82M	$0	1	1.24%	Maintained
585	WIC Water Island Capital New York	$3.8M	+$4.28M	1	0.26%	New
586	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.8M	+$363K	4	0.11%	Increased
587	AGAM Avalon Global Asset Management San Francisco, California	$3.78M	+$992K	2	3.1%	Increased
588	FBT First Bankers Trust Louisville, Kentucky	$3.77M	-$155K	2	2.09%	Reduced
589	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.77M	-$601K	5	0.06%	Reduced
590	Capstone Investment Advisors New York	$3.76M	+$3.23M	2	0.12%	Increased
591	Hawk Ridge Capital Management Los Angeles, California	$3.74M	$0	1	1.88%	Maintained
592	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3.72M	+$3.58M	3	0.31%	Increased
593	GWI Grace & White Inc Ny, New York	$3.72M	$0	1	0.8%	Maintained
594	Nuveen Charlotte, North Carolina	$3.7M	-$8.27M	4	0.02%	Reduced
595	ING Group Amsterdam, Netherlands	$3.68M	+$836K	4	0.07%	Increased
596	Artemis Investment Management Edinburgh, United Kingdom	$3.67M	-$5.11M	1	0.1%	Reduced
597	NewEdge Advisors New Orleans, Louisiana	$3.67M	+$335K	1	1.02%	Increased
598	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$3.67M	+$337K	1	2.41%	Increased
599	ED Exane Derivatives Paris, France	$3.65M	-$45.5K	4	0.72%	Reduced
600	CW Cobiz Wealth Denver, Colorado	$3.64M	-$110K	1	0.86%	Reduced