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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	Clark Capital Management Group Philadelphia, Pennsylvania	$20.8M	+$890K	1	0.28%	Increased
302	WAM Wilsey Asset Management San Diego, California	$20.7M	+$759K	1	5.06%	Increased
303	Bradley Foster & Sargent Hartford, Connecticut	$20.7M	+$905K	2	0.49%	Increased
304	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$20.3M	+$22.6M	1	6.65%	New
305	HRT Financial New York	$20.2M	-$3.46M	7	0.12%	Reduced
306	VCM Vigilant Capital Management Portland, Maine	$20.1M	+$902K	2	1.61%	Increased
307	CCT Country Club Trust Kansas City, Missouri	$20.1M	+$1.38M	3	1.73%	Increased
308	Braun Stacey Associates New York	$20M	-$1.06M	1	0.8%	Reduced
309	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$19.7M	+$71.4K	2	1.32%	Increased
310	HM Payson & Co Portland, Maine	$19.6M	-$219K	7	0.48%	Reduced
311	Amalgamated Bank New York	$19.4M	-$1.16M	6	0.16%	Reduced
312	FCM Freshford Capital Management Rye Brook, New York	$19.4M	-$17.5M	1	2.76%	Reduced
313	Yacktman Asset Management Austin, Texas	$19.3M	$0	1	0.19%	Maintained
314	MAI Capital Management Independence, Ohio	$19.2M	+$388K	3	0.37%	Increased
315	MNBTD Moody National Bank Trust Division Galveston, Texas	$19.1M	-$19.5K	4	0.28%	Reduced
316	CAM Capco Asset Management Tampa, Florida	$19M	+$5.03M	1	5.57%	Increased
317	Border to Coast Pensions Partnership Leeds, United Kingdom	$19M	$0	1	0.65%	Maintained
318	ANI American National Insurance Galveston, Texas	$18.8M	-$18K	4	0.71%	Reduced
319	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$18.6M	+$655K	1	1.3%	Increased
320	CCM Coerente Capital Management Toronto, Ontario, Canada	$18.6M	-$499K	2	3.85%	Reduced
321	Qube Research & Technologies (QRT) London, United Kingdom	$18.6M	-$4.66M	6	0.23%	Reduced
322	LCS Levin Capital Strategies New York	$18.6M	-$375K	1	1.86%	Reduced
323	NI Nuance Investments Kansas City, Missouri	$18.5M	-$5.27M	2	0.34%	Reduced
324	Becker Capital Management Portland, Oregon	$18.5M	-$1.22M	2	0.78%	Reduced
325	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$18.4M	+$4.64K	3	4.81%	Increased