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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	MAM Morse Asset Management Darien, Connecticut	$4.56M	+$1.26M	2	1.36%	Increased
577	FTC Farmers Trust Company Youngstown, Ohio	$4.45M	-$363K	1	1.5%	Reduced
578	MLIC Mandatum Life Insurance Company Helsinki, Finland	$4.44M	+$30.7K	2	0.6%	Increased
579	FBT First Bankers Trust Louisville, Kentucky	$4.43M	-$70.2K	2	2.29%	Reduced
580	Confluence Investment Management St. Louis, Missouri	$4.43M	-$425K	1	0.08%	Reduced
581	CA Cullinan Associates Louisville, Kentucky	$4.42M	+$317K	1	0.34%	Increased
582	Heritage Investors Management Corp Bethesda, Maryland	$4.39M	-$48.5K	2	0.28%	Reduced
583	Sumitomo Life Insurance Tokyo, Japan	$4.38M	-$165K	3	0.56%	Reduced
584	UFF USA Financial Formulas Ada, Michigan	$4.36M	+$4.15M	1	1.04%	New
585	SCM Segantii Capital Management Hong Kong	$4.35M	$0	2	1.7%	Maintained
586	Carson Wealth (CWM LLC) Omaha, Nebraska	$4.34M	-$340K	8	0.2%	Reduced
587	EFEM Eos Focused Equity Management New York	$4.3M	-$188K	1	6.41%	Reduced
588	Kentucky Retirement Systems Frankfort, Kentucky	$4.28M	-$184K	7	0.32%	Reduced
589	Ruane, Cunniff & Goldfarb New York	$4.27M	-$56.4K	1	0.04%	Reduced
590	Chilton Investment Company Stamford, Connecticut	$4.23M	-$379K	2	0.16%	Reduced
591	Simplex Trading Chicago, Illinois	$4.2M	+$8.64K	7	0.17%	Increased
592	FIM Fruth Investment Management Houston, Texas	$4.17M	-$38.1K	2	1.91%	Reduced
593	PAM Paradigm Asset Management New York	$4.17M	-$1.5M	2	1.08%	Reduced
594	LD Lipe & Dalton Syracuse, New York	$4.16M	-$90K	1	2.92%	Reduced
595	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$4.16M	-$5.27K	2	0.44%	Reduced
596	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$4.15M	-$6.86M	1	0.62%	Reduced
597	QIM Quest Investment Management Lake Oswego, Oregon	$4.14M	-$2.11M	1	0.53%	Reduced
598	Vident Investment Advisory Alpharetta, Georgia	$4.1M	+$3.91M	5	0.22%	New
599	FP Foundry Partners Minneapolis, Minnesota	$4.08M	+$259K	1	0.16%	Increased
600	Jones Financial Companies Des Peres, Missouri	$4.05M	+$355K	2	0.01%	Increased