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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
276	WIM Weitz Investment Management Omaha, Nebraska	$22.4M	$0	1	0.89%	Maintained
277	LCP LGT Capital Partners Pfaeffikon, Switzerland	$22.4M	+$507K	1	1.65%	Increased
278	Castleark Management Chicago, Illinois	$22.2M	+$22M	1	0.85%	New
279	Fjarde Ap-fonden Stockholm, Sweden	$22.2M	+$1.82M	3	0.28%	Increased
280	MAI Capital Management Independence, Ohio	$22.1M	+$903K	3	1%	Increased
281	Madison Investment Holdings Madison, Wisconsin	$22M	+$3.48M	2	0.39%	Increased
282	PM Pembroke Management Montreal, Quebec, Canada	$22M	-$315K	1	2.32%	Reduced
283	AR Advisory Research Chicago, Illinois	$21.9M	-$70.2K	2	0.43%	Reduced
284	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$21.9M	-$284K	1	1%	Reduced
285	SFG Sather Financial Group Victoria, Texas	$21.6M	-$22.7K	3	4.1%	Reduced
286	AAM Aureus Asset Management Boston, Massachusetts	$21.6M	+$125K	2	2.66%	Increased
287	Klingenstein Fields & Co New York	$21.3M	+$908K	1	1.11%	Increased
288	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$21M	-$14.5M	1	1.26%	Reduced
289	ST Sabal Trust St. Petersburg, Florida	$21M	-$74.8K	1	1.85%	Reduced
290	Calamos Advisors Naperville, Illinois	$20.9M	+$470K	1	0.12%	Increased
291	Everett Harris & Co Los Angeles, California	$20.8M	+$510K	4	0.52%	Increased
292	R.M. Davis Inc Portland, Maine	$20.7M	+$1.28M	3	0.74%	Increased
293	MSL Mackay Shields LLC New York	$20.7M	+$5.11M	4	0.14%	Increased
294	ACM Alta Capital Management Salt Lake City, Utah	$20.6M	-$597K	1	1.15%	Reduced
295	HSC Harbor Spring Capital New York	$20.3M	$0	1	2.38%	Maintained
296	Pinnacle Associates New York	$20.2M	+$1.04M	3	0.47%	Increased
297	FFA First Foundation Advisors Irvine, California	$20M	+$1.99M	4	1.12%	Increased
298	Advisor Group Phoenix, Arizona	$19.9M	-$61K	11	0.15%	Reduced
299	Stephens Inc Little Rock, Arkansas	$19.9M	-$139K	6	0.45%	Reduced
300	CIM Contrarius Investment Management St. Helier, Jersey	$19.9M	-$16.8M	1	1.11%	Reduced