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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	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$22.7M	-$17K	2	1.4%	Reduced
302	Yousif Capital Management Bloomfield Hills, Michigan	$22.6M	+$21.6M	8	0.23%	New
303	Arizona State Retirement System Phoenix, Arizona	$22.6M	-$446K	6	0.17%	Reduced
304	Braun Stacey Associates New York	$22.4M	-$1.26M	1	0.82%	Reduced
305	Cannell & Spears New York	$22.2M	-$5.07M	1	1.5%	Reduced
306	Panagora Asset Management Boston, Massachusetts	$22M	+$12.8M	6	0.12%	Increased
307	MAI Capital Management Independence, Ohio	$21.9M	+$39K	6	0.35%	Increased
308	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$21.8M	-$22.3K	1	8.77%	Reduced
309	HM Payson & Co Portland, Maine	$21.5M	-$858K	5	0.47%	Reduced
310	Amalgamated Bank New York	$21.3M	-$213K	6	0.16%	Reduced
311	WAM Wilsey Asset Management San Diego, California	$21.3M	+$563K	1	4.83%	Increased
312	LCS Levin Capital Strategies New York	$21.2M	$0	1	1.98%	Maintained
313	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$21.1M	-$626K	5	0.11%	Reduced
314	MUFG Americas New York	$21.1M	+$209K	3	0.39%	Increased
315	Atria Investments Charlotte, North Carolina	$20.7M	+$1.23M	5	0.37%	Increased
316	D.A. Davidson & Co Great Falls, Montana	$20.6M	-$329K	5	0.22%	Reduced
317	Boston Trust Walden Boston, Massachusetts	$20.5M	+$2.53M	5	0.16%	Increased
318	CAM Capco Asset Management Tampa, Florida	$20.4M	-$9.89K	1	5.63%	Reduced
319	Vaughan David Investments Peoria, Illinois	$20.4M	+$18.5M	1	0.6%	New
320	Marshall Wace London, United Kingdom	$20.3M	-$11M	7	0.04%	Reduced
321	Jennison Associates New York	$20.3M	+$4.08M	1	0.01%	Increased
322	CCT Country Club Trust Kansas City, Missouri	$20.2M	-$1.57M	3	1.59%	Reduced
323	Stephens Inc Little Rock, Arkansas	$20M	-$1.18M	7	0.3%	Reduced
324	WorldQuant Millennium Advisors New York	$20M	+$10.2M	2	0.4%	Increased
325	GQG Partners Ft. Lauderdale, Florida	$19.9M	+$19.2M	2	0.05%	New