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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
701	AssetMark Inc Concord, California	$4.41M	+$675K	9	0.01%	Increased
702	UCI Uncommon Cents Investing Janesville, Wisconsin	$4.4M	-$17.1K	2	0.95%	Reduced
703	ACM Alta Capital Management Salt Lake City, Utah	$4.4M	-$289K	1	0.33%	Reduced
704	AFM Anson Funds Management Dallas, Texas	$4.39M	+$1.43M	1	0.26%	Increased
705	ZDA Zweig-DiMenna Associates New York	$4.38M	$0	1	0.4%	Maintained
706	Oversea-Chinese Banking Corp (OCBC) Singapore	$4.38M	-$3.43M	5	0.09%	Reduced
707	United Capital Financial Advisors Irving, Texas	$4.36M	-$177K	6	0.02%	Reduced
708	Choreo LLC Rockford, Illinois	$4.35M	-$168K	7	0.05%	Reduced
709	Evergreen Capital Management Bellevue, Washington	$4.34M	+$58.2K	5	0.08%	Increased
710	RWA Wealth Partners Newton, Massachusetts	$4.33M	+$352K	1	0.04%	Increased
711	BCCM Black Cypress Capital Management Ponte Vedra Beach, Florida	$4.32M	-$229K	1	2.89%	Reduced
712	Voleon Capital Management Berkeley, California	$4.31M	+$1.18M	2	0.08%	Increased
713	Hudson Bay Capital Management Stamford, Connecticut	$4.3M	-$1.62M	3	0.01%	Reduced
714	SC SMA Capital New York	$4.27M	+$4.21M	2	1.8%	New
715	PAIM Punch & Associates Investment Management Edina, Minnesota	$4.27M	-$41.3K	1	0.21%	Reduced
716	Clifford Swan Investment Counsel Pasadena, California	$4.24M	-$8.74K	1	0.14%	Reduced
717	CIEC Crédit Industriel et Commercial Paris France, France	$4.23M	+$1.57M	2	0.27%	Increased
718	Norinchukin Bank Tokyo, Japan	$4.23M	-$49.5K	4	0.04%	Reduced
719	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$4.22M	+$2.78M	2	0.15%	Increased
720	Lido Advisors Los Angeles, California	$4.2M	+$1.33M	5	0.01%	Increased
721	Walleye Trading New York	$4.19M	-$48.7M	6	0%	Reduced
722	PIM Plato Investment Management Sydney, NSW, Australia	$4.19M	+$1.65M	2	0.24%	Increased
723	Stock Yards Bank & Trust Louisville, Kentucky	$4.18M	-$790K	2	0.12%	Reduced
724	IC Inscription Capital Houston, Texas	$4.16M	+$324K	3	0.37%	Increased
725	GCA Greenwood Capital Associates Greenwood, South Carolina	$4.15M	-$1.68M	1	0.41%	Reduced