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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	CC Carlson Capital Dallas, Texas	$33M	+$19.4M	1	0.32%	Increased
252	Susquehanna International Group Bala Cynwyd, Pennsylvania	$32.9M	-$50.7M	8	0.01%	Reduced
253	CAM ClariVest Asset Management San Diego, California	$32.9M	-$145K	2	1.16%	Reduced
254	Placemark Investments Chicago, Illinois	$32.2M	-$838K	6	0.57%	Reduced
255	ACP Ashfield Capital Partners San Francisco, California	$31.9M	-$1.56M	2	1.54%	Reduced
256	State of New Jersey Common Pension Fund D Trenton, New Jersey	$31.6M	-$7.3M	2	0.12%	Reduced
257	Diamond Hill Capital Management Columbus, Ohio	$31M	+$1.5M	1	0.22%	Increased
258	CCMH Cornerstone Capital Management Holdings New York	$30.2M	+$823K	3	0.31%	Increased
259	RHBC R.H. Bluestein & Co Birmingham, Michigan	$30M	+$9.51M	4	1.88%	Increased
260	NEAM New England Asset Management Farmington, Connecticut	$28.8M	-$4.62M	2	0.71%	Reduced
261	SG Americas Securities New York	$28.6M	+$1.08M	6	0.14%	Increased
262	Capital Fund Management (CFM) Paris, France	$28.4M	+$9.56M	5	0.34%	Increased
263	GH GAM Holding Zurich, Switzerland	$28.2M	+$748K	5	0.42%	Increased
264	SEI Investments Oaks, Pennsylvania	$28.2M	+$27.7M	7	0.25%	New
265	British Columbia Investment Management Victoria, British Columbia, Canada	$28.1M	-$533K	3	0.23%	Reduced
266	BPM Bronson Point Management Fairfield, Connecticut	$27.9M	-$844K	1	2.2%	Reduced
267	Nordea Investment Management Stockholm, Sweden	$27.4M	-$1.64M	5	0.1%	Reduced
268	Hermes Investment Management London Uk, United Kingdom	$27.1M	+$139K	2	0.7%	Increased
269	GAI General American Investors New York	$27.1M	$0	1	2.17%	Maintained
270	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$26.6M	-$15.2M	2	1.56%	Reduced
271	MLICM Metropolitan Life Insurance Company (MetLife) New York	$26.3M	-$428K	4	0.18%	Reduced
272	Natixis Advisors Boston, Massachusetts	$26M	+$6.92M	6	0.49%	Increased
273	HHC Hutchin Hill Capital New York	$25.8M	+$14.5M	1	0.92%	Increased
274	Sustainable Growth Advisers Stamford, Connecticut	$25.8M	+$1.57M	1	0.58%	Increased
275	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$25.6M	-$950K	4	2.2%	Reduced