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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
326	Första AP-fonden Stockholm, Sweden	$22M	+$5.51M	1	0.76%	Increased
327	GCM Gabalex Capital Management New York	$22M	+$22.2M	1	6.63%	New
328	SCM Symons Capital Management Pittsburgh, Pennsylvania	$21.7M	-$7.08M	2	6.59%	Reduced
329	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$21.6M	+$126K	7	0.34%	Increased
330	DCM Dupont Capital Management Wilmington, Delaware	$21.4M	-$557K	4	0.52%	Reduced
331	FQ First Quadrant Glendale, California	$21.3M	+$15.7M	3	0.41%	Increased
332	Scout Investments Kansas City, Missouri	$21.2M	-$114K	1	0.51%	Reduced
333	Oppenheimer Asset Management New York	$21.1M	-$578K	4	0.53%	Reduced
334	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$20.8M	+$1.21M	9	0.13%	Increased
335	Oppenheimer & Co New York	$20.8M	-$1.08M	6	0.53%	Reduced
336	State of Michigan Retirement System Lansing, Michigan	$20.4M	-$570K	4	0.16%	Reduced
337	T TOBAM Paris, France	$20.1M	+$13.8M	2	0.82%	Increased
338	HT HAP Trading New York	$19.9M	+$4.49M	2	1%	Increased
339	Everett Harris & Co Los Angeles, California	$19.7M	+$876K	3	0.55%	Increased
340	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$19.7M	+$1.33M	2	2.5%	Increased
341	WAM World Asset Management Detroit, Michigan	$19.7M	-$8.1M	7	0.92%	Reduced
342	GH GAM Holding Zurich, Switzerland	$19.5M	-$3.83M	5	0.69%	Reduced
343	MAI Capital Management Independence, Ohio	$19.5M	+$273K	3	1.11%	Increased
344	WIM Weitz Investment Management Omaha, Nebraska	$19.5M	$0	2	0.82%	Maintained
345	IVA International Value Advisers	$19.4M	$0	1	0.55%	Maintained
346	PPC Park Presidio Capital San Francisco, California	$19.4M	-$38.5M	1	2.49%	Reduced
347	TPSF Texas Permanent School Fund Austin, Texas	$19.2M	-$903K	5	0.26%	Reduced
348	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$19M	-$3.21M	1	12.5%	Reduced
349	Pendal Group Sydney, Australia	$18.9M	+$17.2M	3	0.24%	Increased
350	MSL Mackay Shields LLC New York	$18.8M	+$18.6M	3	0.12%	New