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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	PEAK6 Group Chicago, Illinois	$24.5M	+$9.47M	6	0.18%	Increased
302	Baird Financial Group Milwaukee, Wisconsin	$24.1M	+$93K	6	0.22%	Increased
303	Employees Retirement System of Texas Austin, Texas	$23.5M	+$7.11M	4	0.32%	Increased
304	Zurich Cantonal Bank Zurich, Switzerland	$23.5M	+$6.6M	5	0.24%	Increased
305	ACM Atlanta Capital Management Atlanta, Georgia	$23.3M	+$1.64M	1	0.15%	Increased
306	WBC Westpac Banking Corp Sydney, Australia	$23.3M	+$8.81M	4	0.25%	Increased
307	NONA Ninety One North America New York	$22.9M	$0	1	3.07%	Maintained
308	Conestoga Capital Advisors Wayne, Pennsylvania	$22.8M	+$6.49M	1	1.56%	Increased
309	Oaktree Capital Management Los Angeles, California	$22.7M	-$5.44M	1	0.29%	Reduced
310	British Columbia Investment Management Victoria, British Columbia, Canada	$22.7M	-$6.54M	3	0.23%	Reduced
311	Commonwealth Equity Services Waltham, Massachusetts	$22.6M	+$169K	9	0.18%	Increased
312	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$22.6M	+$4.79M	2	14.35%	Increased
313	State of Michigan Retirement System Lansing, Michigan	$22.4M	-$205K	5	0.18%	Reduced
314	CAM Cacti Asset Management Atlanta, Georgia	$22.1M	+$34.1K	1	2.26%	Increased
315	TL Tirschwell & Loewy New York	$21.8M	-$99.2K	1	3.62%	Reduced
316	ACM Academy Capital Management Waco, Texas	$21.6M	-$28.4K	2	5.76%	Reduced
317	QIM Quantitative Investment Management Charlottesville, Virginia	$21.5M	+$13.2M	3	0.71%	Increased
318	Nordea Investment Management Stockholm, Sweden	$21.5M	-$28M	5	0.06%	Reduced
319	LCM Lomas Capital Management New York	$21.5M	+$5.66M	2	4.79%	Increased
320	GAI General American Investors New York	$21.2M	-$2.29M	1	2.16%	Reduced
321	KBC Group Brussels, Belgium	$21M	+$1.13M	5	0.25%	Increased
322	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$21M	+$85.9K	1	3.27%	Increased
323	NC Nitorum Capital New York	$20.7M	+$1.29M	1	8.31%	Increased
324	Scotia Capital Toronto, Ontario, Canada	$20.4M	+$539K	4	0.37%	Increased
325	Bank of Nova Scotia Toronto, Ontario, Canada	$20.3M	+$7.77M	3	0.12%	Increased