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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
826	Atomi Financial Group New York	$2.88M	-$55.3K	4	0.08%	Reduced
827	ARGA Investment Management Stamford, Connecticut	$2.87M	-$36.9M	1	0.07%	Reduced
828	FM Foster & Motley Cincinnati, Ohio	$2.87M	-$113K	1	0.13%	Reduced
829	SAW Signal Advisors Wealth Detroit, Michigan	$2.86M	+$1.01M	2	0.14%	Increased
830	FCM Fieldview Capital Management Niles, Michigan	$2.86M	-$78.9K	2	0.82%	Reduced
831	ACM Archon Capital Management Seattle, Washington	$2.86M	-$914K	2	1.16%	Reduced
832	VIPI Vista Investment Partners II Richmond, Indiana	$2.85M	+$2.79M	1	1.12%	New
833	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$2.82M	+$876K	2	0.08%	Increased
834	Jasper Ridge Partners Menlo Park, California	$2.81M	$0	1	0.06%	Maintained
835	Avanza Fonder Stockholm, Sweden	$2.81M	+$642K	1	0.06%	Increased
836	FAM Fulcrum Asset Management London, United Kingdom	$2.8M	+$2.61M	3	0.28%	Increased
837	CIM Contravisory Investment Management Norwell, Massachusetts	$2.8M	-$410K	2	0.49%	Reduced
838	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.78M	+$77.4K	2	0.07%	Increased
839	SONA Asset Management (US) New York	$2.78M	+$2.61M	1	0.06%	New
840	Smithfield Trust Pittsburgh, Pennsylvania	$2.75M	-$8.45K	5	0.11%	Reduced
841	Winton Group London, United Kingdom	$2.75M	-$4.58M	4	0.09%	Reduced
842	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$2.72M	$0	1	1%	Maintained
843	SCP Sivia Capital Partners Mill Valley, California	$2.72M	+$445K	3	0.33%	Increased
844	CI Investments Inc Toronto, Ontario, Canada	$2.7M	+$1.95M	3	0.01%	Increased
845	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.7M	+$237K	2	0.29%	Increased
846	FIM Fruth Investment Management Houston, Texas	$2.7M	$0	3	0.64%	Maintained
847	BHC Bull Harbor Capital Bethesda, Maryland	$2.7M	+$42.5K	2	0.53%	Increased
848	HCM Harspring Capital Management New York	$2.69M	-$482K	1	5.02%	Reduced
849	DP DDD Partners Bellevue, Washington	$2.67M	-$68.2K	1	0.17%	Reduced
850	SOW State of Wyoming Cheyenne, Wyoming	$2.66M	-$453K	7	0.27%	Reduced