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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	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$22.5M	+$10.2M	4	9.79%	Increased
302	Bank of Nova Scotia Toronto, Ontario, Canada	$22.5M	-$42.5M	4	0.04%	Reduced
303	CAPTRUST Financial Advisors Raleigh, North Carolina	$22.2M	+$1.16M	11	0.08%	Increased
304	Whittier Trust South Pasadena, California	$21.8M	-$65.7K	5	0.35%	Reduced
305	CCM Coerente Capital Management Toronto, Ontario, Canada	$21.7M	+$114K	2	4.44%	Increased
306	Engineers Gate Manager New York	$21.6M	+$12.7M	9	0.62%	Increased
307	Arizona State Retirement System Phoenix, Arizona	$21.4M	-$52.9K	7	0.16%	Reduced
308	R.M. Davis Inc Portland, Maine	$21.4M	-$568K	2	0.49%	Reduced
309	AIG American International Group New York	$21.2M	-$542K	7	0.09%	Reduced
310	Tocqueville Asset Management New York	$20.9M	-$485K	2	0.38%	Reduced
311	TBC Tweedy, Browne Co Stamford, Connecticut	$20.8M	-$369K	1	1.02%	Reduced
312	Illinois Municipal Retirement Fund Oak Brook, Illinois	$20.8M	-$327K	5	0.35%	Reduced
313	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$20.6M	+$6.92M	1	1.92%	Increased
314	USS Investment Management London, United Kingdom	$20.3M	-$361K	3	0.18%	Reduced
315	HRT Financial New York	$20.2M	+$15.3M	5	0.15%	Increased
316	SFG Sather Financial Group Victoria, Texas	$20.1M	+$38.3K	3	1.49%	Increased
317	Welch & Forbes Boston, Massachusetts	$20.1M	-$86.1K	2	0.3%	Reduced
318	Guggenheim Capital Chicago, Illinois	$19.7M	+$1.09M	7	0.15%	Increased
319	Vontobel Holding Zurich, Switzerland	$19.7M	+$604K	5	0.16%	Increased
320	CIBC World Markets New York	$19.7M	+$4.69M	3	0.11%	Increased
321	KCPG Kavar Capital Partners Group Leawood, Kansas	$19.6M	+$9.46M	2	2.19%	Increased
322	SG Americas Securities New York	$19.6M	+$11.1M	10	0.18%	Increased
323	DIA Davidson Investment Advisors Great Falls, Montana	$19.4M	+$408K	1	1.11%	Increased
324	LI Leeward Investments Boston, Massachusetts	$19.4M	-$361K	2	0.91%	Reduced
325	PDM Penn Davis McFarland Dallas, Texas	$19.3M	+$222K	1	3.29%	Increased