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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
151	Congress Asset Management Boston, Massachusetts	$95.2M	+$11.7M	1	0.59%	Increased
152	Douglas Lane & Associates New York	$94.8M	+$6.88M	2	1.29%	Increased
153	State of Wisconsin Investment Board Madison, Wisconsin	$94.4M	-$425K	11	0.19%	Reduced
154	Squarepoint New York	$94.1M	-$8.73M	17	0.1%	Reduced
155	USS Investment Management London, United Kingdom	$94.1M	+$4.7M	2	0.34%	Increased
156	PCM Portolan Capital Management Boston, Massachusetts	$91.6M	+$19.8M	6	3.43%	Increased
157	Jones Financial Companies Des Peres, Missouri	$90.9M	+$5.4M	15	0.04%	Increased
158	Empowered Funds Havertown, Pennsylvania	$90.7M	-$1.58M	10	0.48%	Reduced
159	Corient Private Wealth Miami, Florida	$90.5M	+$1.71M	11	0.13%	Increased
160	Lazard Frères Gestion Paris, France	$90M	+$2.4M	2	1.56%	Increased
161	DCM DME Capital Management New York	$89.5M	-$2.12M	1	2.29%	Reduced
162	Federated Hermes Pittsburgh, Pennsylvania	$88.8M	-$32.9M	8	0.13%	Reduced
163	Candriam SCA Strassen, Luxembourg, Luxembourg	$88.1M	-$12.5M	3	0.4%	Reduced
164	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$86M	-$31.6M	2	0.06%	Reduced
165	Fidelity International Hamilton, Bermuda	$86M	+$2.58M	7	0.06%	Increased
166	Bahl & Gaynor Cincinnati, Ohio	$83.7M	+$209K	4	0.39%	Increased
167	1832 Asset Management Toronto, Ontario, Canada	$82.9M	+$75.4M	5	0.04%	Increased
168	Mackenzie Financial Toronto Ontario, Ontario, Canada	$82.8M	-$1.64M	8	0.08%	Reduced
169	Ruffer LLP London, United Kingdom	$82.5M	-$10.1M	2	2.92%	Reduced
170	HG Harbor Group Bedford, New Hampshire	$81M	+$79.3M	1	9.51%	New
171	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$80M	+$10.7M	3	0.87%	Increased
172	Wedge Capital Management Charlotte, North Carolina	$79.8M	-$168K	4	1.32%	Reduced
173	IP Interval Partners New York	$79.3M	-$26.9M	3	2.04%	Reduced
174	HRT Financial New York	$77.8M	+$25.8M	13	0.14%	Increased
175	CIBC Bancorp USA Chicago, Illinois	$77.3M	-$16.9M	7	0.09%	Reduced