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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	PCM Poehling Capital Management Madison, Wisconsin	$13.2M	+$5.59M	3	2.71%	Increased
277	Cambridge Investment Research Advisors Fairfield, Iowa	$13.2M	+$391K	8	0.04%	Increased
278	Mediolanum International Funds Dublin 1, Ireland	$13.2M	+$2.9M	1	0.13%	Increased
279	APG Asset Management Amsterdam, Netherlands	$13.2M	-$2.34M	2	0.04%	Reduced
280	SCM SKBA Capital Management San Francisco, California	$13.2M	-$6.45M	1	1.87%	Reduced
281	Pictet Asset Management Carouge, Switzerland	$13M	-$2.41M	5	0.01%	Reduced
282	Optiver Holding Amsterdam, Netherlands	$12.9M	-$55.5M	5	0%	Reduced
283	Asset Management One Tokyo, Japan	$12.8M	-$1.93M	4	0.04%	Reduced
284	SC Skylands Capital Milwaukee, Wisconsin	$12.8M	+$4.37M	2	1.73%	Increased
285	Swedbank Stockholm, Sweden	$12.4M	+$3.39M	3	0.01%	Increased
286	SG Americas Securities New York	$12.4M	+$1.87M	8	0.02%	Increased
287	CIBC World Markets New York	$12.4M	+$12.5M	4	0.06%	New
288	Danske Bank Copenhagen K, Denmark	$12.4M	-$5.82M	4	0.03%	Reduced
289	Focus Partners Wealth Boston, Massachusetts	$12.3M	+$4.52M	7	0.01%	Increased
290	QOP Quinn Opportunity Partners Charlottesville, Virginia	$12.3M	-$172K	3	0.52%	Reduced
291	TBC Tweedy, Browne Co Stamford, Connecticut	$12.1M	+$1.19M	2	0.98%	Increased
292	ASR Vermogensbeheer Utrecht, Netherlands	$12M	-$920K	2	0.14%	Reduced
293	CFM Crawford Fund Management Boston, Massachusetts	$12M	+$3.88M	1	1.58%	Increased
294	HBK Investments Dallas, Texas	$11.9M	-$124	1	0.09%	Reduced
295	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.8M	+$265K	4	0.04%	Increased
296	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11.7M	-$6.06M	4	0.01%	Reduced
297	Group One Trading Chicago, Illinois	$11.6M	+$2.93M	9	0.02%	Increased
298	Cresset Asset Management Chicago, Illinois	$11.6M	+$6.68M	5	0.05%	Increased
299	Assenagon Asset Management Senningerberg, Luxembourg	$11.5M	+$2.99M	2	0.02%	Increased
300	Callan Family Office Radnor, Pennsylvania	$11.5M	+$4.73M	6	0.25%	Increased