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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	NC Nitorum Capital New York	$22M	-$11.1M	1	2.46%	Reduced
302	MSL Mackay Shields LLC New York	$21.8M	+$6.01M	4	0.17%	Increased
303	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$21.7M	+$639K	2	2.41%	Increased
304	FFA First Foundation Advisors Irvine, California	$21.6M	-$987K	4	1.2%	Reduced
305	HAM Honeycomb Asset Management New York	$21.6M	+$21.3M	1	2.11%	New
306	Moore Capital Management New York	$21.6M	+$5.31M	1	0.46%	Increased
307	LCP LGT Capital Partners Pfaeffikon, Switzerland	$21.5M	+$3.63M	1	1.67%	Increased
308	Parallax Volatility Advisers San Francisco, California	$21.5M	+$14.6M	5	0.03%	Increased
309	PM Pembroke Management Montreal, Quebec, Canada	$21.5M	+$9.47M	1	2.21%	Increased
310	Victory Capital Management San Antonio, Texas	$20.7M	+$5.68M	4	0.04%	Increased
311	SG Americas Securities New York	$20.5M	+$450K	9	0.15%	Increased
312	CAM Cacti Asset Management Atlanta, Georgia	$20.2M	+$97.5K	1	1.5%	Increased
313	GH GAM Holding Zurich, Switzerland	$20.2M	+$3.55M	4	0.73%	Increased
314	Ladenburg Thalmann Financial Services Miami, Florida	$20.2M	+$2.67M	11	0.17%	Increased
315	WIM Weitz Investment Management Omaha, Nebraska	$19.9M	$0	2	0.81%	Maintained
316	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$19.8M	+$1.28M	1	0.44%	Increased
317	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$19.8M	+$597K	4	0.3%	Increased
318	HighTower Advisors Chicago, Illinois	$19.7M	-$4.98M	8	0.14%	Reduced
319	MetLife Investment Management Whippany, New Jersey	$19.4M	-$1.65M	6	0.2%	Reduced
320	State of Alaska Department of Revenue Juneau, Alaska	$19.4M	+$770K	5	0.33%	Increased
321	AAM Aureus Asset Management Boston, Massachusetts	$19.3M	+$1.28M	2	2.45%	Increased
322	Advisors Capital Management Ridgewood, New Jersey	$19.2M	+$489K	1	1.26%	Increased
323	Scout Investments Kansas City, Missouri	$19.2M	-$893K	1	0.4%	Reduced
324	Teacher Retirement System of Texas Austin, Texas	$19.1M	-$8.1M	4	0.13%	Reduced
325	Winton Group London, United Kingdom	$19.1M	+$7.94M	4	0.4%	Increased