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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	GAI General American Investors New York	$21.1M	-$3.03M	1	2.07%	Reduced
302	SIMC Stillwater Investment Management (California) Palo Alto, California	$20.9M	+$20.1M	1	6%	New
303	Natixis Paris, France	$20.9M	-$6.23M	3	0.26%	Reduced
304	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$20.7M	-$247K	1	3%	Reduced
305	Scotia Capital Toronto, Ontario, Canada	$20.7M	-$1.67M	3	0.35%	Reduced
306	ACM Academy Capital Management Waco, Texas	$20.6M	-$188K	2	5.62%	Reduced
307	HighTower Advisors Chicago, Illinois	$20.6M	+$4.83M	6	0.2%	Increased
308	New Mountain Vantage Advisers New York	$20.4M	-$5.45M	1	1.42%	Reduced
309	Glenmede Trust Philadelphia, Pennsylvania	$20.1M	+$1.69M	9	0.1%	Increased
310	Parallax Volatility Advisers San Francisco, California	$20M	+$16.7M	5	0.04%	Increased
311	TL Tirschwell & Loewy New York	$20M	-$367K	1	3.23%	Reduced
312	SG Americas Securities New York	$19.8M	-$1.82M	8	0.17%	Reduced
313	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$19.7M	+$19.3M	1	0.11%	New
314	GL Governors Lane New York	$19.7M	+$2.19M	1	1.29%	Increased
315	Heritage Investors Management Corp Bethesda, Maryland	$19.6M	+$528K	2	1.35%	Increased
316	Baillie Gifford & Co Edinburgh, United Kingdom	$19.3M	-$630K	1	0.03%	Reduced
317	Prudential plc London, England, United Kingdom	$19M	+$9.87M	2	0.06%	Increased
318	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$18.9M	+$1.37M	3	0.22%	Increased
319	B BP London, United Kingdom	$18.9M	-$2.65M	3	0.71%	Reduced
320	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$18.8M	+$4.72M	6	0.05%	Increased
321	Wolverine Trading Chicago, Illinois	$18.8M	-$3.06M	2	0.1%	Reduced
322	Bank of Nova Scotia Toronto, Ontario, Canada	$18.5M	+$14.1M	5	0.08%	Increased
323	Guardian Capital (Canada) Toronto, Ontario, Canada	$18.4M	+$1.94M	3	0.28%	Increased
324	DekaBank Deutsche Girozentrale Frankfurt, Germany	$18.3M	-$25K	4	0.17%	Reduced
325	People's United Financial Bridgeport, Connecticut	$18.3M	-$500K	5	0.64%	Reduced