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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	MUFG Americas New York	$16.4M	+$736K	3	0.45%	Increased
327	NONA Ninety One North America New York	$16.3M	+$16.1M	2	1.48%	Increased
328	Mutual of America Capital Management New York	$16.3M	+$479K	5	0.23%	Increased
329	CIBC World Markets New York	$16.3M	-$23.8M	3	0.15%	Reduced
330	LCM Lakewood Capital Management New York	$16.3M	+$16.7M	1	0.56%	New
331	Private Advisor Group Morristown, New Jersey	$16.2M	+$1.29M	6	0.25%	Increased
332	WesBanco Bank Wheeling, West Virginia	$16.2M	-$217K	3	0.8%	Reduced
333	PP Patten & Patten Chattanooga, Tennessee	$16.1M	-$289K	1	1.76%	Reduced
334	NAM North American Management Boston, Massachusetts	$15.9M	+$536K	2	2.48%	Increased
335	UMB Bank Kansas City, Missouri	$15.8M	-$3.67M	3	0.38%	Reduced
336	VCM Vigilant Capital Management Portland, Maine	$15.8M	+$239K	2	2.05%	Increased
337	TCM Tran Capital Management San Rafael, California	$15.8M	-$527K	1	1.95%	Reduced
338	NI Nuance Investments Kansas City, Missouri	$15.7M	+$4.72M	2	0.59%	Increased
339	M&T Bank Buffalo, New York	$15.5M	-$584K	7	0.08%	Reduced
340	SFG Sather Financial Group Victoria, Texas	$15.3M	-$8.04M	2	2.78%	Reduced
341	AFIA America First Investment Advisors Omaha, Nebraska	$15.3M	+$78.5K	1	4.62%	Increased
342	GAI General American Investors New York	$15.2M	$0	1	1.5%	Maintained
343	Andra AP-fonden Goteborg, Sweden	$15.2M	+$560K	3	0.45%	Increased
344	Nomura Asset Management Tokyo, Japan	$15.2M	+$1.45M	4	0.14%	Increased
345	LCM Lomas Capital Management New York	$15.1M	-$14.4M	1	1.56%	Reduced
346	Scout Investments Kansas City, Missouri	$15M	-$193K	1	0.3%	Reduced
347	Silvercrest Asset Management New York	$15M	-$194K	6	0.12%	Reduced
348	Advisors Asset Management Monument, Colorado	$14.9M	-$40K	8	0.27%	Reduced
349	Braun Stacey Associates New York	$14.7M	+$537K	1	0.93%	Increased
350	RIG Roosevelt Investment Group New York	$14.7M	+$286K	1	1.68%	Increased