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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
651	NewEdge Advisors New Orleans, Louisiana	$2.98M	+$368K	1	1.23%	Increased
652	Consolidated Investment Group Englewood, Colorado	$2.92M	$0	1	1.47%	Maintained
653	BAMCO Inc New York	$2.9M	-$780K	1	0.02%	Reduced
654	Regal Partners Sydney, NSW, Australia	$2.89M	+$2.99M	1	0.84%	New
655	ECP Elk Creek Partners Denver, Colorado	$2.87M	-$507K	1	0.2%	Reduced
656	Commerce Bank Kansas City, Missouri	$2.86M	-$12.4M	4	0.05%	Reduced
657	United Capital Financial Advisors Irving, Texas	$2.82M	+$308K	4	0.03%	Increased
658	MCA Morris Capital Advisors Malvern, Pennsylvania	$2.74M	+$432K	2	1.63%	Increased
659	GWI Grace & White Inc Ny, New York	$2.74M	+$1.5M	1	0.62%	Increased
660	HCM Herndon Capital Management Atlanta, Georgia	$2.72M	+$1.88M	6	0.1%	Increased
661	Willis Investment Counsel Gainesville, Georgia	$2.67M	+$4.64K	1	0.23%	Increased
662	VAM Visionary Asset Management Houston, Texas	$2.65M	+$97.9K	1	0.94%	Increased
663	Hawk Ridge Capital Management Los Angeles, California	$2.64M	-$321K	1	1.59%	Reduced
664	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$2.63M	-$5.29M	1	0.02%	Reduced
665	SSCM Summit Street Capital Management New York	$2.62M	-$1.17M	1	2.92%	Reduced
666	PAM Peninsula Asset Management Bradenton, Florida	$2.61M	-$129K	1	2.15%	Reduced
667	OI Oakbrook Investments Lisle, Illinois	$2.6M	+$894K	3	0.14%	Increased
668	Amica Pension Fund Board of Trustees Providence, Rhode Island	$2.59M	+$1.68M	4	0.34%	Increased
669	Pinnacle Associates New York	$2.58M	+$929K	2	0.06%	Increased
670	Cerity Partners OCIO New York	$2.57M	+$515K	3	0.26%	Increased
671	Keeley Asset Management Chicago, Illinois	$2.57M	-$266K	2	0.11%	Reduced
672	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.56M	+$1.53M	1	0.27%	Increased
673	CC Cipher Capital New York	$2.52M	-$5.84M	3	0.18%	Reduced
674	Rathbones Group Liverpool, United Kingdom	$2.5M	+$620K	2	0.14%	Increased
675	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$2.5M	-$324K	6	0.34%	Reduced