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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
301	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$23.1M	-$4.05M	1	1.7%	Reduced
302	Schroder Investment Management Group London, United Kingdom	$23M	-$58.8M	4	0.05%	Reduced
303	CCP Clarkston Capital Partners Rochester, Michigan	$23M	+$735K	2	1.27%	Increased
304	LCS Levin Capital Strategies New York	$22.9M	-$628K	2	0.41%	Reduced
305	CIM Corda Investment Management Houston, Texas	$22.8M	+$3.59M	2	4%	Increased
306	HP Hikari Power Tokyo, Japan	$22.8M	$0	1	2.62%	Maintained
307	Cookson Peirce & Co Pittsburgh, Pennsylvania	$22.7M	+$879K	3	3.59%	Increased
308	ACM Academy Capital Management Waco, Texas	$21.8M	-$991K	2	5.27%	Reduced
309	CAM Cacti Asset Management Atlanta, Georgia	$21.2M	-$155K	1	2.28%	Reduced
310	Jefferies Group New York	$21.2M	+$12.5M	4	0.12%	Increased
311	Janus Henderson Group London,	$21M	+$3.82M	5	0.17%	Increased
312	AHL Partners London, United Kingdom	$21M	+$13.3M	4	1.31%	Increased
313	Silvercrest Asset Management New York	$20.5M	-$2.92M	4	0.28%	Reduced
314	Första AP-fonden Stockholm, Sweden	$20.5M	+$4.09M	1	4.98%	Increased
315	RIM Rainier Investment Management Seattle, Washington	$20.3M	-$2.5M	1	0.91%	Reduced
316	British Columbia Investment Management Victoria, British Columbia, Canada	$20.2M	-$307K	3	0.19%	Reduced
317	MAP Managed Asset Portfolios Rochester, Michigan	$20.1M	+$502K	2	9.05%	Increased
318	Scotia Capital Toronto, Ontario, Canada	$20.1M	+$2.24M	4	0.44%	Increased
319	TPSF Texas Permanent School Fund Austin, Texas	$20.1M	+$403K	4	0.25%	Increased
320	Commonwealth Equity Services Waltham, Massachusetts	$20M	+$1.45M	9	0.18%	Increased
321	AA Antipodean Advisors New York	$19.9M	-$57.7M	1	9.04%	Reduced
322	Braun Stacey Associates New York	$19.9M	-$1.7M	1	1.3%	Reduced
323	Whittier Trust South Pasadena, California	$19.7M	-$199K	6	0.87%	Reduced
324	Flossbach Von Storch Cologne, Germany	$19.7M	-$17.2M	1	0.31%	Reduced
325	Gotham Asset Management New York	$19.6M	-$26.1M	2	0.22%	Reduced