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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
976	TIM Thompson Investment Management Madison, Wisconsin	$380K	$0	1	0.07%	Maintained
977	GLI Guardian Life Insurance New York	$371K	-$1.92K	5	0.04%	Reduced
978	HC HHG & Company Darien, Connecticut	$371K	$0	1	0.12%	Maintained
979	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$368K	-$210K	5	0.1%	Reduced
980	SGC South Georgia Capital Naperville, Illinois	$367K	+$32.2K	1	0.54%	Increased
981	Cetera Advisor Networks El Segundo, California	$366K	-$505K	1	0.02%	Reduced
982	CC Capital Counsel New York	$365K	+$11.3K	1	0.02%	Increased
983	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$363K	+$365K	1	0.07%	New
984	ST Sabal Trust St. Petersburg, Florida	$361K	+$10.2K	1	0.05%	Increased
985	MNBTD Moody National Bank Trust Division Galveston, Texas	$359K	$0	1	0.02%	Maintained
986	NERM New England Research & Management Chicago, Illinois	$358K	-$378K	1	0.31%	Reduced
987	OAM Orinda Asset Management Lafayette, California	$356K	$0	1	0.59%	Maintained
988	AB AT Bancorp Dubuque, Iowa	$354K	+$2.33K	1	0.1%	Increased
989	JIP Jaffetilchin Investment Partners Tampa, Florida	$352K	-$360K	1	0.13%	Reduced
990	PBT Pictet Bank & Trust Nassau, Bahamas	$351K	$0	1	0.14%	Maintained
991	ST Somerset Trust Somerset, Pennsylvania	$351K	+$415K	1	0.25%	New
992	CWA Constellation Wealth Advisors New York	$348K	$0	1	0.03%	Maintained
993	BPBT Boston Private Bank & Trust Boston, Massachusetts	$346K	+$15.9K	4	0.02%	Increased
994	Laurion Capital Management New York	$346K	+$346K	1	0.01%	New
995	NPC National Planning Corporation El Segundo, California	$343K	-$15.1K	1	0.03%	Reduced
996	TU TDAM USA Toronto, Ontario, Canada	$342K	$0	1	0.01%	Maintained
997	Associated Banc-Corp Green Bay, Wisconsin	$338K	$0	1	0.02%	Maintained
998	PTC Provident Trust Company Waukesha, Wisconsin	$338K	$0	1	0.02%	Maintained
999	JIC Joel Isaacson & Co New York	$336K	+$16.1K	3	0.1%	Increased
1000	ATC Argent Trust Company Ruston, Louisiana	$333K	$0	1	0.13%	Maintained