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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	MSL Mackay Shields LLC New York	$14.5M	-$3.5M	4	0.1%	Reduced
352	T TOBAM Paris, France	$14.4M	+$8.05M	1	0.88%	Increased
353	LCM Lomas Capital Management New York	$14.3M	+$542K	1	1.41%	Increased
354	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$14.3M	+$325K	10	0.05%	Increased
355	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$14.3M	-$3.61M	1	1.34%	Reduced
356	State of Michigan Retirement System Lansing, Michigan	$14.1M	+$86.9K	4	0.12%	Increased
357	GAI General American Investors New York	$14M	-$1.63M	1	1.28%	Reduced
358	SSB Sandy Spring Bank Olney, Maryland	$14M	-$212K	4	1.02%	Reduced
359	AFM Anson Funds Management Dallas, Texas	$13.9M	+$26M	1	16.14%	New
360	Welch & Forbes Boston, Massachusetts	$13.7M	-$1.43M	3	0.3%	Reduced
361	RIG Roosevelt Investment Group New York	$13.6M	+$140K	1	1.4%	Increased
362	ACM Alta Capital Management Salt Lake City, Utah	$13.5M	+$282K	2	0.88%	Increased
363	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$13.4M	+$8.78M	1	0.55%	Increased
364	TCOV Trust Company of Vermont Brattleboro, Vermont	$13.3M	+$226K	6	1.01%	Increased
365	OMERS Administration Corp Toronto, Ontario, Canada	$13.3M	-$635K	1	0.15%	Reduced
366	KRC Kehrs Ridge Capital Holmdel, New Jersey	$13.3M	+$13.2M	1	5.57%	New
367	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.3M	-$2.91M	5	0.03%	Reduced
368	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$13.1M	+$67.3K	2	1.39%	Increased
369	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$13M	+$1.91M	1	1.93%	Increased
370	IIC Ironwood Investment Counsel Scottsdale, Arizona	$13M	+$774K	3	4.44%	Increased
371	Sit Investment Associates Minneapolis, Minnesota	$13M	-$3.61M	3	0.37%	Reduced
372	AWM Absher Wealth Management Chapel Hill, North Carolina	$12.9M	+$11.9M	1	3.27%	New
373	Zurich Cantonal Bank Zurich, Switzerland	$12.9M	-$498K	7	0.1%	Reduced
374	M&T Bank Buffalo, New York	$12.9M	-$1.74M	6	0.06%	Reduced
375	Creative Planning Overland Park, Kansas	$12.8M	+$141K	9	0.04%	Increased