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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
351	Chilton Investment Company Stamford, Connecticut	$16.2M	-$80.1M	3	0.63%	Reduced
352	LOAMU Lombard Odier Asset Management (USA) New York	$16.2M	+$3.77M	1	1.52%	Increased
353	Everett Harris & Co Los Angeles, California	$16.2M	+$964K	3	0.53%	Increased
354	Arizona State Retirement System Phoenix, Arizona	$16.1M	-$209K	4	0.23%	Reduced
355	AHL Partners London, United Kingdom	$16.1M	+$15.2M	2	0.35%	Increased
356	Panagora Asset Management Boston, Massachusetts	$16.1M	-$11M	8	0.07%	Reduced
357	UM Ulysses Management New York	$15.9M	-$197K	1	2.47%	Reduced
358	DAM Deltec Asset Management New York	$15.9M	-$497K	3	3.25%	Reduced
359	Silvercrest Asset Management New York	$15.9M	-$728K	4	0.17%	Reduced
360	DnB Asset Management Oslo, Norway	$15.8M	+$1.66M	3	0.25%	Increased
361	TIAA CREF Trust St Louis, Missouri	$15.8M	-$32.1K	2	0.11%	Reduced
362	WC Walthausen & Co Malta, New York	$15.6M	-$887K	1	1.6%	Reduced
363	PP Patten & Patten Chattanooga, Tennessee	$15.5M	-$787K	1	1.79%	Reduced
364	DCM Dupont Capital Management Wilmington, Delaware	$15.4M	+$13.4M	3	0.34%	Increased
365	Nomura Holdings Tokyo, Japan	$15.1M	-$7.74M	3	0.04%	Reduced
366	MAI Capital Management Independence, Ohio	$15.1M	+$3.89M	3	1.02%	Increased
367	LCS Levin Capital Strategies New York	$15M	-$52.2K	2	0.27%	Reduced
368	Oregon Public Employees Retirement Fund Tigard, Oregon	$14.9M	+$13.1K	4	0.29%	Increased
369	IC InterOcean Capital Chicago, Illinois	$14.7M	+$3.62M	2	2.71%	Increased
370	Teacher Retirement System of Texas Austin, Texas	$14.6M	-$21.2K	1	0.1%	Reduced
371	MGM Miura Global Management New York	$14.6M	-$17.1M	1	2.67%	Reduced
372	Braun Stacey Associates New York	$14.2M	-$1.61M	1	0.9%	Reduced
373	Two Sigma Investments New York	$14.2M	-$114M	3	0.05%	Reduced
374	CAM Capstone Asset Management Houston, Texas	$14.2M	-$1.32M	6	0.4%	Reduced
375	PAS Professional Advisory Services Vero Beach, Florida	$14M	-$489K	1	3.11%	Reduced