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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	GAM Garrison Asset Management Fayetteville, Arkansas	$5.03M	-$18.9K	1	2.63%	Reduced
602	FIM Fruth Investment Management Houston, Texas	$5.03M	-$104K	2	2.13%	Reduced
603	BAM Bell Asset Management Melbourne, Australia	$5.02M	+$4.74M	1	1.2%	New
604	ETrade Capital Management Arlington, Virginia	$5M	+$1.45M	4	0.16%	Increased
605	MFG Monte Financial Group Guilford, Connecticut	$4.98M	+$4.55M	2	5.06%	New
606	AF Ally Financial Detroit, Michigan	$4.98M	-$4.55M	1	0.96%	Reduced
607	NAP New Amsterdam Partners New York	$4.97M	-$57.3K	2	0.99%	Reduced
608	People's United Financial Bridgeport, Connecticut	$4.96M	+$2.74M	4	0.15%	Increased
609	RIM Redwood Investment Management Scottsdale, Arizona	$4.96M	+$5.36M	1	2.14%	New
610	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$4.94M	+$34.2K	1	0.54%	Increased
611	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$4.9M	$0	1	0.69%	Maintained
612	FP Foundry Partners Minneapolis, Minnesota	$4.85M	+$137K	1	0.2%	Increased
613	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.84M	+$539K	10	0.24%	Increased
614	FTC Farmers Trust Company Youngstown, Ohio	$4.8M	-$425K	1	1.42%	Reduced
615	MCM Matarin Capital Management New York	$4.77M	-$444K	1	0.37%	Reduced
616	KC Kepos Capital New York	$4.73M	+$4.47M	1	0.43%	New
617	NCM Nelson Capital Management Menlo Park, California	$4.71M	-$29.9K	1	1.47%	Reduced
618	CA Cullinan Associates Louisville, Kentucky	$4.69M	-$148K	1	0.34%	Reduced
619	Verition Fund Management Greenwich, Connecticut	$4.68M	-$826K	6	0.43%	Reduced
620	QIM Quantitative Investment Management Charlottesville, Virginia	$4.66M	-$5.17M	1	0.07%	Reduced
621	B BP London, United Kingdom	$4.62M	-$4.53M	2	0.16%	Reduced
622	Calamos Advisors Naperville, Illinois	$4.62M	-$24.5M	1	0.02%	Reduced
623	SC SRB Corp Boston, Massachusetts	$4.59M	-$17.7M	2	0.59%	Reduced
624	Jones Financial Companies Des Peres, Missouri	$4.57M	-$111K	2	0.01%	Reduced
625	Gofen & Glossberg Chicago, Illinois	$4.55M	$0	1	0.16%	Maintained