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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
751	ETM Euclidean Technologies Management Seattle, Washington	$1.73M	-$60K	1	1.67%	Reduced
752	Empowered Funds Havertown, Pennsylvania	$1.72M	+$1.73M	1	1.4%	New
753	GA Geneva Advisors Chicago, Illinois	$1.71M	+$1.14M	1	0.03%	Increased
754	Capstone Investment Advisors New York	$1.71M	-$89.2K	1	0.05%	Reduced
755	Bartlett & Co Cincinnati, Ohio	$1.7M	$0	3	0.08%	Maintained
756	HIH HRS Investment Holdings New York	$1.66M	-$454K	2	1.09%	Reduced
757	JCM Jacobi Capital Management Pittston, Pennsylvania	$1.66M	-$22.2K	3	0.64%	Reduced
758	MC Menta Capital San Francisco, California	$1.65M	-$3.84M	2	0.2%	Reduced
759	TA Teton Advisors Rye, New York	$1.64M	+$1.15M	1	0.16%	Increased
760	QOP Quinn Opportunity Partners Charlottesville, Virginia	$1.64M	+$109K	2	0.27%	Increased
761	KL KWMG LLC Overland Park, Kansas	$1.64M	+$119K	1	0.58%	Increased
762	BSPF British Steel Pension Fund London, United Kingdom	$1.63M	+$1.56M	1	0.18%	New
763	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.62M	+$1.59M	1	0.12%	New
764	AB Atlas Brown Louisville, Kentucky	$1.61M	-$52.4K	2	1.41%	Reduced
765	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$1.6M	$0	1	0.82%	Maintained
766	EP Elkfork Partners Portland, Oregon	$1.6M	+$31.3K	5	0.05%	Increased
767	RVM Robinson Value Management San Antonio, Texas	$1.59M	+$1.75K	1	1.49%	Increased
768	OMERS Administration Corp Toronto, Ontario, Canada	$1.59M	+$1.6M	1	0.02%	New
769	PTC Private Trust Company Cleveland, Ohio	$1.59M	+$52K	2	0.35%	Increased
770	BCM BlueMar Capital Management Miami, Florida	$1.58M	+$1.48M	1	0.91%	New
771	LMR Partners London, United Kingdom	$1.57M	-$2.82M	3	0.1%	Reduced
772	PineBridge Investments New York	$1.56M	-$852K	7	0.04%	Reduced
773	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.56M	-$1.19M	3	0.4%	Reduced
774	State of Alaska Department of Revenue Juneau, Alaska	$1.56M	-$57.5K	7	0.11%	Reduced
775	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.56M	$0	7	0.14%	Maintained