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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	FCM Freshford Capital Management Rye Brook, New York	$28.3M	-$1.11M	1	9.25%	Reduced
252	Boston Trust Walden Boston, Massachusetts	$28.2M	-$1.26M	4	0.45%	Reduced
253	SIC Schwartz Investment Counsel Plymouth, Michigan	$28M	$0	1	1.94%	Maintained
254	South Texas Money Management San Antonio, Texas	$27.8M	+$323K	1	1.46%	Increased
255	HM Payson & Co Portland, Maine	$27.8M	-$1.01M	3	1.32%	Reduced
256	VOYA Investment Management Atlanta, Georgia	$27.6M	-$853K	6	0.07%	Reduced
257	UMA USA Mutuals Advisors Dallas, Texas	$27.6M	-$305K	6	16.37%	Reduced
258	Highbridge Capital Management New York	$27.5M	+$25M	2	0.49%	Increased
259	Picton Mahoney Asset Management Toronto, Ontario, Canada	$26.9M	-$420K	2	2.21%	Reduced
260	Eagle Asset Management St Petersburg, Florida	$26.7M	-$38.4M	1	0.18%	Reduced
261	Natixis Paris, France	$25.8M	-$10M	4	0.27%	Reduced
262	NEAM New England Asset Management Farmington, Connecticut	$25.7M	+$135K	2	0.71%	Increased
263	Panagora Asset Management Boston, Massachusetts	$25.5M	-$8.4M	8	0.12%	Reduced
264	State of New Jersey Common Pension Fund D Trenton, New Jersey	$25.5M	-$2.07M	2	0.11%	Reduced
265	Locust Wood Capital Advisers New York	$25.5M	+$5.2M	1	2.87%	Increased
266	AGA Altrinsic Global Advisors Stamford, Connecticut	$25.5M	-$3.46M	2	0.94%	Reduced
267	KBC Group Brussels, Belgium	$25.4M	+$6.37M	5	0.25%	Increased
268	VIA Virtus Investment Advisers Hartford, Connecticut	$25.3M	-$13.4M	3	1.95%	Reduced
269	CIBC World Market Toronto, Ontario, Canada	$25M	+$2.53M	5	0.09%	Increased
270	New Mountain Vantage Advisers New York	$24.7M	+$25.6M	1	1.58%	New
271	WAM World Asset Management Detroit, Michigan	$24.5M	-$2.32M	7	0.92%	Reduced
272	ACM Atlanta Capital Management Atlanta, Georgia	$24.5M	+$3.63M	1	0.16%	Increased
273	NC Nitorum Capital New York	$24.3M	+$6.27M	1	6.99%	Increased
274	Mackenzie Financial Toronto Ontario, Ontario, Canada	$24.3M	+$17.8M	5	0.15%	Increased
275	Calamos Advisors Naperville, Illinois	$24.3M	+$21.8M	3	0.19%	Increased