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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	Yacktman Asset Management Austin, Texas	$24.1M	$0	1	0.23%	Maintained
302	Vontobel Holding Zurich, Switzerland	$24.1M	-$16.3M	9	0.21%	Reduced
303	1832 Asset Management Toronto, Ontario, Canada	$23.9M	+$13.7M	5	0.05%	Increased
304	Zurich Cantonal Bank Zurich, Switzerland	$23.9M	+$1.25M	7	0.13%	Increased
305	Cambridge Investment Research Advisors Fairfield, Iowa	$23.7M	+$1.54M	9	0.11%	Increased
306	Braun Stacey Associates New York	$23.3M	+$70.9K	1	0.91%	Increased
307	Verition Fund Management Greenwich, Connecticut	$23.3M	+$17.3M	3	0.21%	Increased
308	WAM Wilsey Asset Management San Diego, California	$23.2M	+$410K	1	6.17%	Increased
309	CPO Cerity Partners OCIO New York	$23M	+$1.93M	3	0.75%	Increased
310	Royal London Asset Management United Kingdom	$23M	-$189K	4	0.09%	Reduced
311	Becker Capital Management Portland, Oregon	$22.7M	-$206K	2	0.96%	Reduced
312	PR Payden & Rygel Los Angeles, California	$22.6M	+$845K	1	1.08%	Increased
313	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$22.6M	-$991K	3	10.68%	Reduced
314	Creative Planning Overland Park, Kansas	$22.4M	-$4.13M	9	0.04%	Reduced
315	GH GAM Holding Zurich, Switzerland	$22.3M	+$3.02M	2	0.97%	Increased
316	Pinnacle Associates New York	$22.3M	+$207K	3	0.4%	Increased
317	NC Northcape Capital Sydney, Australia	$22.2M	-$2.37M	1	2.31%	Reduced
318	Clark Capital Management Group Philadelphia, Pennsylvania	$22.1M	-$18.6M	1	0.31%	Reduced
319	WP WealthPLAN Partners Omaha, Nebraska	$22M	+$1.62M	2	1.54%	Increased
320	Bradley Foster & Sargent Hartford, Connecticut	$21.9M	+$1.31M	2	0.51%	Increased
321	Bank of Nova Scotia Toronto, Ontario, Canada	$21.8M	-$39.8M	3	0.04%	Reduced
322	MLICM Metropolitan Life Insurance Company (MetLife) New York	$21.7M	+$10.8M	7	0.16%	Increased
323	MNBTD Moody National Bank Trust Division Galveston, Texas	$21.7M	-$41.3K	4	0.44%	Reduced
324	VCM Vigilant Capital Management Portland, Maine	$21.4M	+$237K	1	1.73%	Increased
325	Old Mission Capital Chicago, Illinois	$21.4M	-$6.84M	2	0.72%	Reduced