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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
601	Benjamin Edwards Inc Clayton, Missouri	$6.42M	+$39.7K	4	0.06%	Increased
602	Laird Norton Wetherby Trust Company Seattle, Washington	$6.36M	-$142K	4	0.12%	Reduced
603	Reinhart Partners Mequon, Wisconsin	$6.35M	-$427K	1	0.15%	Reduced
604	SCM Sirios Capital Management Boston, Massachusetts	$6.33M	-$72.6K	1	0.77%	Reduced
605	WCM Westerly Capital Management San Francisco, California	$6.33M	+$5.91M	1	1.17%	New
606	IHL Investment House LLC Redondo Beach, California	$6.32M	-$1.82M	2	0.29%	Reduced
607	Beck Mack & Oliver New York	$6.31M	-$51.3K	1	0.12%	Reduced
608	Sumitomo Mitsui Financial Group Tokyo, Japan	$6.3M	+$689K	1	0.12%	Increased
609	ClearBridge Investments New York	$6.29M	-$6.32M	1	0.01%	Reduced
610	ONGA O'Neil Global Advisors Los Angeles, California	$6.26M	+$5.81M	1	1.4%	New
611	TTWM TCV Trust & Wealth Management Richmond, Virginia	$6.26M	$0	3	0.47%	Maintained
612	AAM Azzad Asset Management Falls Church, Virginia	$6.18M	+$707K	4	0.55%	Increased
613	PCMH Polymer Capital Management (HK) Hong Kong	$6.11M	-$3.92M	1	0.31%	Reduced
614	ABN AMRO Bank Amsterdam, Netherlands	$6.11M	-$153K	1	0.08%	Reduced
615	Capital International Los Angeles, California	$6.07M	$0	1	0.2%	Maintained
616	BSL Blue Sparrow LLC Dover, Delaware	$6.06M	+$5.62M	1	0.06%	New
617	Marsico Capital Management Denver, Colorado	$6.01M	+$5.61M	1	0.16%	New
618	AC AXQ Capital Jersey City, New Jersey	$5.98M	+$2.48M	6	0.65%	Increased
619	FRA Frank Rimerman Advisors Palo Alto, California	$5.98M	+$4.53K	3	0.34%	Increased
620	KIG Kessler Investment Group Columbus, Indiana	$5.97M	-$2.71M	1	2.55%	Reduced
621	Quadrant Capital Group Cincinnati, Ohio	$5.95M	-$1.05M	7	0.16%	Reduced
622	Capula Management Grand Cayman, Cayman Islands	$5.94M	+$4.44M	4	0.02%	Increased
623	QM QVIDTVM Management The Woodlands, Texas	$5.93M	-$904K	1	7.75%	Reduced
624	KI Keystone Investors Singapore	$5.93M	+$5.81M	1	0.32%	New
625	IR IAT Reinsurance New York	$5.92M	+$6.06M	1	3.56%	New