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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
201	Segall Bryant & Hamill Chicago, Illinois	$45.9M	-$5.42M	2	1.01%	Reduced
202	ICP Indus Capital Partners New York	$45.3M	-$30.2M	1	4.42%	Reduced
203	Glenview Trust Louisville, Kentucky	$45.2M	-$3.77M	4	3.12%	Reduced
204	Royce & Associates New York	$45.1M	+$4.01M	4	0.3%	Increased
205	WBC Westpac Banking Corp Sydney, Australia	$45.1M	-$7.8M	5	1.02%	Reduced
206	SG Americas Securities New York	$44.7M	-$5.32M	11	0.42%	Reduced
207	ARGA Investment Management Stamford, Connecticut	$44.5M	-$47.9M	2	4.95%	Reduced
208	Samlyn Capital New York	$43.1M	+$5.59M	1	0.99%	Increased
209	M&T Bank Buffalo, New York	$42.9M	-$14.5K	7	0.22%	Reduced
210	CC Carve Capital Stockholm, Sweden	$42.8M	+$35.8M	1	12.76%	New
211	Edmond de Rothschild Holding Chambesy, Switzerland	$42.6M	-$18.9M	4	1.22%	Reduced
212	Disciplined Growth Investors Minneapolis, Minnesota	$41.9M	+$98.6K	1	0.83%	Increased
213	DS Dalal Street West Lake Hills, Texas	$41.8M	$0	1	10.84%	Maintained
214	US Bancorp Minneapolis, Minnesota	$41.2M	-$1.71M	15	0.13%	Reduced
215	Point72 Asset Management Stamford, Connecticut	$40.8M	-$27.6M	3	0.18%	Reduced
216	First Trust Advisors Wheaton, Illinois	$40M	-$11.4M	10	0.1%	Reduced
217	Arizona State Retirement System Phoenix, Arizona	$39.9M	+$5.75M	10	0.39%	Increased
218	State of Michigan Retirement System Lansing, Michigan	$39.7M	-$749K	7	0.31%	Reduced
219	Virginia Retirement Systems Richmond, Virginia	$39.4M	+$1.85M	4	0.47%	Increased
220	EIM Elephas Investment Management Hong Kong	$38.6M	+$33.4M	3	10.21%	New
221	1832 Asset Management Toronto, Ontario, Canada	$38.6M	+$9.54M	3	0.13%	Increased
222	LSV Asset Management Chicago, Illinois	$38.1M	+$9.11M	2	0.06%	Increased
223	DCM Dupont Capital Management Wilmington, Delaware	$38M	+$4.91M	5	0.87%	Increased
224	MAM Melqart Asset Management London, United Kingdom	$37.9M	+$32.5M	1	6.13%	New
225	Natixis Advisors Boston, Massachusetts	$37.6M	-$1.89M	7	0.38%	Reduced