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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	GWI Grace & White Inc Ny, New York	$31.1M	$0	2	5.73%	Maintained
252	Causeway Capital Management Los Angeles, California	$30.9M	+$14M	2	0.81%	Increased
253	RC RBO & Co Saint Helena, California	$30.8M	-$242K	2	5.23%	Reduced
254	Vaughan David Investments Peoria, Illinois	$30.6M	+$856K	1	0.9%	Increased
255	Asset Management One Tokyo, Japan	$30.3M	-$489K	4	0.13%	Reduced
256	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$30.2M	-$151K	2	2.27%	Reduced
257	Sculptor Capital New York	$29.8M	+$30.2M	2	0.59%	Increased
258	Brandes Investment Partners La Jolla, California	$29.8M	-$664K	3	0.6%	Reduced
259	Weiss Multi-Strategy Advisers New York	$29.7M	+$20.5M	3	0.6%	Increased
260	Creative Planning Overland Park, Kansas	$29.7M	+$669K	13	0.04%	Increased
261	Westwood Holdings Group Dallas, Texas	$29.6M	+$4.27M	1	0.27%	Increased
262	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$29.2M	$0	1	23.49%	Maintained
263	Bartlett & Co Wealth Management Cincinnati, Ohio	$29M	+$1.78M	6	0.5%	Increased
264	Bartlett & Co Cincinnati, Ohio	$29M	+$1.78M	6	0.5%	Increased
265	CIBC Private Wealth Group Atlanta, Georgia	$28.8M	+$419K	4	0.06%	Increased
266	Great Lakes Advisors Chicago, Illinois	$28.8M	-$9.54M	4	0.29%	Reduced
267	Klingenstein Fields & Co New York	$28.1M	-$317K	1	1.3%	Reduced
268	Connectus Wealth Cincinnati, Ohio	$28M	+$10.1K	2	0.64%	Increased
269	VCM Vigilant Capital Management Portland, Maine	$28M	+$610K	2	2.09%	Increased
270	Diamond Hill Capital Management Columbus, Ohio	$27.1M	-$675K	1	0.12%	Reduced
271	Madison Asset Management Madison, Wisconsin	$26.6M	-$2.6M	3	0.39%	Reduced
272	Capital International Inc Los Angeles, California	$26.6M	+$1.43M	3	0.48%	Increased
273	Rokos Capital Management (UK) London, United Kingdom	$26.5M	+$25.2M	1	0.26%	New
274	CQS Credential Qtrade Securities Vancouver,	$26.3M	+$1.12M	3	1.66%	Increased
275	PE Point72 Europe London, United Kingdom	$26.1M	+$6.61M	1	3.42%	Increased