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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
726	HS HighVista Strategies Boston, Massachusetts	$1.97M	$0	1	0.45%	Maintained
727	Perigon Wealth Management San Francisco, California	$1.95M	-$53.2K	2	0.42%	Reduced
728	CCM Century Capital Management Boston, Massachusetts	$1.94M	-$231K	1	0.33%	Reduced
729	CIA Cascade Investment Advisors Oregon City, Oregon	$1.93M	-$177K	1	1.65%	Reduced
730	MUFG Americas New York	$1.93M	-$158K	6	0.06%	Reduced
731	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.92M	+$14.7K	3	0.04%	Increased
732	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.92M	$0	1	1.19%	Maintained
733	NSIM North Star Investment Management Chicago, Illinois	$1.91M	+$93.9K	2	0.25%	Increased
734	CSM CAMG Solamere Management Charlotte, North Carolina	$1.9M	+$58.9K	2	1.08%	Increased
735	Ameritas Investment Partners Lincoln, Nebraska	$1.89M	-$33.8K	10	0.09%	Reduced
736	TP Truvvo Partners New York	$1.88M	+$109K	2	0.68%	Increased
737	TCSAM Tyrus Capital S.A.M. Monaco	$1.88M	+$1.85M	1	0.14%	New
738	Huntington National Bank Columbus, Ohio	$1.87M	+$578K	6	0.03%	Increased
739	AF Alerus Financial Grand Forks, North Dakota	$1.87M	+$16.2K	1	0.28%	Increased
740	NIC Northwest Investment Counselors Lake Oswego, Oregon	$1.87M	+$13.6K	2	0.84%	Increased
741	Twin Tree Management Dallas, Texas	$1.86M	-$1.77M	2	0.01%	Reduced
742	Pinnacle Associates New York	$1.82M	-$115K	1	0.03%	Reduced
743	ZDA Zweig-DiMenna Associates New York	$1.81M	+$1.84M	1	0.13%	New
744	MML Investors Services Springfield, Massachusetts	$1.79M	+$121K	2	0.03%	Increased
745	RB Rodgers Brothers Harmony, Pennsylvania	$1.78M	-$202K	1	0.66%	Reduced
746	ECAM East Coast Asset Management Essex, Massachusetts	$1.77M	+$65.5K	1	0.48%	Increased
747	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.76M	+$343K	2	0.57%	Increased
748	QCMC Quantum Capital Management (California) San Francisco, California	$1.76M	-$7.47M	1	0.43%	Reduced
749	Allstate Corporation Northbrook, Illinois	$1.74M	-$1.14M	1	0.09%	Reduced
750	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.74M	-$60.5K	4	1.09%	Reduced