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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	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$3.84M	-$91.2K	1	0.81%	Reduced
652	NG Northstar Group New York	$3.82M	+$170K	1	2.01%	Increased
653	NIM Northeast Investment Management Boston, Massachusetts	$3.81M	+$198K	3	0.32%	Increased
654	Schonfeld Strategic Advisors New York	$3.81M	+$708K	4	0.31%	Increased
655	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$3.8M	+$364K	4	0.95%	Increased
656	QAM Quantres Asset Management Cayman, Cayman Islands	$3.76M	+$225K	5	2.37%	Increased
657	MCG McCollum Christoferson Group Amherst, New York	$3.76M	+$3.26M	1	1.56%	New
658	HA Hays Advisory Franklin, Tennessee	$3.73M	-$1.37M	1	1.33%	Reduced
659	TCM Timpani Capital Management Milwaukee, Wisconsin	$3.72M	+$1.48M	2	1.34%	Increased
660	IDBONY Israel Discount Bank of New York New York	$3.68M	+$3.6K	4	2.55%	Increased
661	SW SVB Wealth Boston, Massachusetts	$3.67M	+$554K	2	0.14%	Increased
662	SSB Sandy Spring Bank Olney, Maryland	$3.67M	+$45.1K	3	0.33%	Increased
663	LDB Lee, Danner & Bass Nashville, Tennessee	$3.63M	+$2.28M	1	0.37%	Increased
664	KPCM Kings Point Capital Management Great Neck, New York	$3.6M	+$3.17M	4	0.76%	Increased
665	MCM Moon Capital Management New York	$3.57M	-$11.3M	1	1.1%	Reduced
666	FP FDO Partners Cambridge, Massachusetts	$3.56M	+$3.47M	3	3.03%	New
667	AWP Ascent Wealth Partners New Hartford, New York	$3.55M	+$42.8K	1	1.32%	Increased
668	CCM Chickasaw Capital Management Memphis, Tennessee	$3.54M	-$8.66K	1	0.07%	Reduced
669	MCM McRae Capital Management Morristown, New Jersey	$3.54M	+$400K	1	1.49%	Increased
670	DTL Dynamic Technology Lab Singapore	$3.54M	-$2.94M	4	0.63%	Reduced
671	Donaldson Capital Management Evansville, Indiana	$3.53M	+$333K	1	0.34%	Increased
672	RIL Rothschild Investment LLC Chicago, Illinois	$3.52M	+$1.04M	2	0.38%	Increased
673	CCS Crosspoint Capital Strategies Orinda, California	$3.52M	-$47.6K	1	2.91%	Reduced
674	Kayne Anderson Rudnick Investment Management Los Angeles, California	$3.5M	+$13.5K	1	0.03%	Increased
675	VIA Virtus Investment Advisers Hartford, Connecticut	$3.49M	+$56.9K	7	0.38%	Increased