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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	LCS Levin Capital Strategies New York	$18.2M	+$16.9M	2	0.31%	Increased
352	AAM Aureus Asset Management Boston, Massachusetts	$18.2M	+$457K	2	2.5%	Increased
353	Ladenburg Thalmann Financial Services Miami, Florida	$18M	$0	12	0.17%	Maintained
354	Fjarde Ap-fonden Stockholm, Sweden	$17.9M	+$893K	3	0.27%	Increased
355	GCM Gabalex Capital Management New York	$17.6M	-$2.48M	1	5.19%	Reduced
356	TPSF Texas Permanent School Fund Austin, Texas	$17.6M	-$1.17M	5	0.24%	Reduced
357	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$17.2M	-$236K	1	12.64%	Reduced
358	MSL Mackay Shields LLC New York	$17.1M	-$309K	3	0.12%	Reduced
359	Zurich Cantonal Bank Zurich, Switzerland	$17.1M	+$2.14M	7	0.15%	Increased
360	Causeway Capital Management Los Angeles, California	$17.1M	+$352K	1	0.17%	Increased
361	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$16.9M	+$1.04M	4	0.76%	Increased
362	GH GAM Holding Zurich, Switzerland	$16.8M	-$1.89M	4	0.59%	Reduced
363	WBC Westpac Banking Corp Sydney, Australia	$16.8M	+$4.97M	3	0.32%	Increased
364	TCG Tremblant Capital Group West Palm Beach, Florida	$16.8M	-$18.3M	1	0.99%	Reduced
365	O'Shaughnessy Asset Management Stamford, Connecticut	$16.5M	+$7.05M	4	0.35%	Increased
366	ST Sabal Trust St. Petersburg, Florida	$16.5M	+$16.4M	1	1.57%	New
367	Employees Retirement System of Texas Austin, Texas	$16.4M	-$5.47M	5	0.22%	Reduced
368	Moore Capital Management New York	$16.4M	-$19.8M	1	0.4%	Reduced
369	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$16.4M	+$3.01M	3	0.57%	Increased
370	PC Port Capital Chicago, Illinois	$16.3M	+$2.45M	3	2.14%	Increased
371	IVA International Value Advisers	$16.3M	-$164K	1	0.44%	Reduced
372	Commerzbank Aktiengesellschaft Frankfurt, Germany	$16.3M	+$512K	5	0.15%	Increased
373	OMERS Administration Corp Toronto, Ontario, Canada	$16.2M	+$8.64M	2	0.15%	Increased
374	WesBanco Bank Wheeling, West Virginia	$16.1M	+$261K	4	0.84%	Increased
375	UM Ulysses Management New York	$16.1M	+$496K	1	1.41%	Increased