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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	ZDA Zweig-DiMenna Associates New York	$38.6M	-$11.6M	1	3.13%	Reduced
252	Panagora Asset Management Boston, Massachusetts	$38.3M	-$3.66M	8	0.18%	Reduced
253	Brown Advisory Baltimore, Maryland	$37.1M	+$6.02M	6	0.13%	Increased
254	Fifth Third Bancorp Cincinnati, Ohio	$36.8M	-$468K	7	0.3%	Reduced
255	TBC Tweedy, Browne Co Stamford, Connecticut	$36.8M	-$256K	1	1.11%	Reduced
256	Federated Hermes Pittsburgh, Pennsylvania	$35.6M	-$1.21M	7	0.1%	Reduced
257	Huntington National Bank Columbus, Ohio	$35.1M	+$536K	9	0.65%	Increased
258	ANI American National Insurance Galveston, Texas	$34.8M	$0	5	2.02%	Maintained
259	B BP London, United Kingdom	$34.7M	-$2.97M	4	1.34%	Reduced
260	MLICM Metropolitan Life Insurance Company (MetLife) New York	$34.2M	-$784K	6	0.25%	Reduced
261	Walleye Trading New York	$33.1M	+$28.9M	6	0.22%	Increased
262	DekaBank Deutsche Girozentrale Frankfurt, Germany	$32.9M	+$2.75M	4	0.36%	Increased
263	MP Manikay Partners New York	$32.6M	$0	1	1.52%	Maintained
264	AGA Altrinsic Global Advisors Stamford, Connecticut	$32.5M	-$12.1M	1	1.19%	Reduced
265	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$32.4M	+$30.9M	1	1.5%	New
266	HM Payson & Co Portland, Maine	$32.3M	-$3.35M	3	1.57%	Reduced
267	PWAG Polaris Wealth Advisory Group San Rafael, California	$32.2M	+$15M	2	3.85%	Increased
268	FCM Freshford Capital Management Rye Brook, New York	$31.9M	$0	1	10.06%	Maintained
269	WAM World Asset Management Detroit, Michigan	$31.7M	+$1.54M	7	1.12%	Increased
270	Frontier Capital Management Boston, Massachusetts	$31.7M	-$13.4M	1	0.25%	Reduced
271	State of New Jersey Common Pension Fund D Trenton, New Jersey	$31.6M	+$3.43M	2	0.14%	Increased
272	T TOBAM Paris, France	$31.3M	-$9.41M	1	1.13%	Reduced
273	PRCM Pine River Capital Management Minnetonka, Minnesota	$31.2M	+$8.16M	2	0.54%	Increased
274	SIC Schwartz Investment Counsel Plymouth, Michigan	$31.2M	$0	1	2.22%	Maintained
275	BAPIM British Airways Pensions Investment Management London, United Kingdom	$31.1M	-$9.34M	2	0.92%	Reduced