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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	AAM Ardevora Asset Management London, United Kingdom	$32.6M	+$7.02M	2	0.91%	Increased
252	CI Cowen Inc New York	$32.6M	+$17M	2	2.98%	Increased
253	Aviva London, United Kingdom	$32.6M	-$1.12M	5	0.18%	Reduced
254	IC InterOcean Capital Chicago, Illinois	$32.4M	+$1.8M	2	3.38%	Increased
255	PP Paloma Partners Greenwich, Connecticut	$32.4M	+$30.6M	3	0.59%	Increased
256	Capital Guardian Trust Los Angeles, California	$32.3M	+$2.63M	4	0.44%	Increased
257	Boston Trust Walden Boston, Massachusetts	$31.8M	-$845K	4	0.44%	Reduced
258	Schonfeld Strategic Advisors New York	$31.7M	+$16.1M	4	1.41%	Increased
259	Nomura Holdings Tokyo, Japan	$31M	-$33.6M	3	0.11%	Reduced
260	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$31M	+$2.93M	1	3.07%	Increased
261	Thrivent Financial for Lutherans Minneapolis, Minnesota	$31M	-$12.9M	5	0.1%	Reduced
262	CIM Chiron Investment Management New York	$30.7M	+$34.2M	1	1.95%	New
263	Madison Investment Holdings Madison, Wisconsin	$30.4M	-$25.3M	2	0.52%	Reduced
264	Bank of Nova Scotia Toronto, Ontario, Canada	$30.2M	-$26.1M	3	0.13%	Reduced
265	Pictet Asset Management (UK) London, United Kingdom	$29.7M	-$20.7M	3	0.06%	Reduced
266	Kornitzer Capital Management Shawnee Mission, Kansas	$29.7M	+$1.54M	6	0.47%	Increased
267	HM Payson & Co Portland, Maine	$29.6M	-$3.48M	3	1.32%	Reduced
268	ANI American National Insurance Galveston, Texas	$29.3M	$0	5	1.45%	Maintained
269	Bradley Foster & Sargent Hartford, Connecticut	$29.3M	-$2.37M	3	0.99%	Reduced
270	QI QV Investors Calgary, Alberta, Canada	$29.2M	+$6.3M	1	0.72%	Increased
271	Första AP-fonden Stockholm, Sweden	$28.9M	+$4.49M	1	1.16%	Increased
272	ACI AMP Capital Investors Sydney, Australia	$27.8M	-$10.4M	4	0.15%	Reduced
273	CIM Corda Investment Management Houston, Texas	$27.3M	-$576K	1	3.24%	Reduced
274	GD Grandfield & Dodd New York	$27.1M	-$55.3K	1	2.79%	Reduced
275	Welch & Forbes Boston, Massachusetts	$27.1M	-$5.31M	3	0.64%	Reduced