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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	FPA Fieldpoint Private Advisors New York	$3.64M	-$3.27K	1	2.48%	Reduced
602	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.64M	-$999K	4	0.11%	Reduced
603	AMI Amica Mutual Insurance Providence, Rhode Island	$3.63M	+$2.26M	4	0.35%	Increased
604	VCM Vision Capital Management Portland, Oregon	$3.61M	-$4.37M	1	1.53%	Reduced
605	CS Comerica Securities Detroit, Michigan	$3.58M	+$78.2K	2	0.76%	Increased
606	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.57M	+$4.4M	1	0.53%	New
607	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$3.52M	+$450K	1	0.46%	Increased
608	Mondrian Investment Partners London, United Kingdom	$3.52M	$0	1	0.08%	Maintained
609	PC Palo Capital Newport Beach, California	$3.52M	+$2.22M	2	1.21%	Increased
610	GAM Garrison Asset Management Fayetteville, Arkansas	$3.5M	+$22.4K	1	2.34%	Increased
611	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.49M	+$707K	9	0.19%	Increased
612	Calamos Advisors Naperville, Illinois	$3.46M	-$25.6M	2	0.02%	Reduced
613	JCP Jabre Capital Partners Geneva, Switzerland	$3.4M	+$4.11M	1	1.03%	New
614	Sumitomo Life Insurance Tokyo, Japan	$3.39M	+$1.47M	2	0.46%	Increased
615	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$3.36M	-$23.6K	1	0.81%	Reduced
616	MC Menta Capital San Francisco, California	$3.35M	-$573K	3	0.46%	Reduced
617	Heritage Investors Management Corp Bethesda, Maryland	$3.32M	+$75.9K	1	0.25%	Increased
618	FA FDx Advisors Chicago, Illinois	$3.31M	+$204K	4	0.15%	Increased
619	FHAM Folger Hill Asset Management New York	$3.31M	-$19.7M	1	0.26%	Reduced
620	MAM Meeder Asset Management Dublin, Ohio	$3.3M	-$850K	7	0.31%	Reduced
621	Weiss Multi-Strategy Advisers New York	$3.3M	-$7.36M	2	0.26%	Reduced
622	GIP Greatmark Investment Partners Columbus, Georgia	$3.27M	-$360K	1	1.46%	Reduced
623	Tudor Investment Corp Stamford, Connecticut	$3.27M	-$2.23M	6	0.07%	Reduced
624	Gofen & Glossberg Chicago, Illinois	$3.25M	+$14K	1	0.14%	Increased
625	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.24M	-$24.1K	3	0.46%	Reduced