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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
626	GAM Garrison Asset Management Fayetteville, Arkansas	$3.26M	+$49.8K	1	2.03%	Increased
627	Nelson Capital Management Menlo Park, California	$3.24M	-$97.5K	2	1.13%	Reduced
628	MCA Morris Capital Advisors Malvern, Pennsylvania	$3.24M	-$1.14M	2	2.25%	Reduced
629	Meiji Yasuda Asset Management Tokyo, Japan	$3.23M	+$115K	3	0.36%	Increased
630	Saratoga Research & Investment Management Saratoga, California	$3.22M	-$197K	1	0.29%	Reduced
631	Trexquant Investment Stamford, Connecticut	$3.21M	+$483K	4	0.51%	Increased
632	AIM Assured Investment Management New York	$3.19M	+$2.33M	2	0.06%	Increased
633	Bowie Capital Management Richardson, Texas	$3.19M	+$3.24M	1	1.62%	New
634	PAM Paradigm Asset Management New York	$3.16M	+$3.22M	2	0.61%	Increased
635	Bank of Nova Scotia Trust Toronto, Ontario, Canada	$3.14M	+$1.22K	1	0.36%	Increased
636	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.12M	-$260K	11	0.15%	Reduced
637	MCIM Meadow Creek Investment Management Atlanta, Georgia	$3.1M	+$3.38M	7	0.08%	New
638	Amica Pension Fund Board of Trustees Providence, Rhode Island	$2.98M	+$402K	5	0.36%	Increased
639	ECP Elk Creek Partners Denver, Colorado	$2.97M	-$175K	1	0.2%	Reduced
640	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$2.95M	+$2.74M	1	0.03%	New
641	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$2.89M	-$11.6M	2	0.03%	Reduced
642	IFP Advisors Tampa, Florida	$2.88M	+$170K	12	0.14%	Increased
643	DCCA D.C. Capital Advisors New York	$2.88M	$0	1	1.73%	Maintained
644	Southeast Asset Advisors Thomasville, Georgia	$2.85M	-$31.3K	1	0.9%	Reduced
645	Sculptor Capital New York	$2.85M	-$53M	1	0.02%	Reduced
646	ACP Arcus Capital Partners Atlanta, Georgia	$2.82M	$0	1	1.91%	Maintained
647	United Capital Financial Advisors Irving, Texas	$2.82M	+$189K	4	0.03%	Increased
648	EAMA EFG Asset Management (Americas) Miami, Florida	$2.82M	-$202K	1	1.23%	Reduced
649	CAM CG Asset Management New York	$2.81M	+$1.02M	2	1.05%	Increased
650	LIM Loudon Investment Management West Lebanon, New Hampshire	$2.77M	-$1.82K	1	2.17%	Reduced