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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	SCA Stonebridge Capital Advisors St Paul, Minnesota	$14.9M	-$74.2K	4	1.81%	Reduced
352	ESCM Echo Street Capital Management New York	$14.9M	-$1.33M	2	0.14%	Reduced
353	Curi RMB Capital Chicago, Illinois	$14.9M	+$102K	1	0.51%	Increased
354	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$14.8M	+$238K	1	1.5%	Increased
355	Crawford Investment Counsel Atlanta, Georgia	$14.6M	+$2.23M	3	0.32%	Increased
356	HR Howe & Rusling Rochester, New York	$14.6M	+$192K	10	1.85%	Increased
357	OC One01 Capital Burlingame, California	$14.6M	+$15.2M	1	7.68%	New
358	DnB Asset Management Oslo, Norway	$14.5M	+$394K	3	0.1%	Increased
359	Oregon Public Employees Retirement Fund Tigard, Oregon	$14.4M	-$1.02M	5	0.22%	Reduced
360	Exencial Wealth Advisors Oklahoma City, Oklahoma	$14.3M	+$1.17M	3	0.81%	Increased
361	ExodusPoint Capital Management New York	$14.3M	+$9.12M	7	0.18%	Increased
362	Chilton Capital Management Houston, Texas	$14.2M	+$14M	5	0.86%	New
363	Natixis Paris, France	$14.1M	-$47.5M	5	0.05%	Reduced
364	ACM Alta Capital Management Salt Lake City, Utah	$14.1M	-$515K	1	1.03%	Reduced
365	RAM RWC Asset Management London, United Kingdom	$14M	+$915K	1	0.44%	Increased
366	GG Greenwood Gearhart Fayetteville, Arkansas	$14M	+$420K	1	2.23%	Increased
367	Atria Investments Charlotte, North Carolina	$14M	-$3.91M	4	0.29%	Reduced
368	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13.9M	-$68.8K	9	0.15%	Reduced
369	Teacher Retirement System of Texas Austin, Texas	$13.8M	-$2.16M	6	0.09%	Reduced
370	First National Trust Hermitage, Pennsylvania	$13.8M	+$16.6K	2	0.78%	Increased
371	Private Advisor Group Morristown, New Jersey	$13.8M	-$482K	7	0.12%	Reduced
372	AWM Absher Wealth Management Chapel Hill, North Carolina	$13.8M	+$90.4K	1	2.68%	Increased
373	Thornburg Investment Management Santa Fe, New Mexico	$13.8M	+$15M	1	0.21%	New
374	Oppenheimer & Co New York	$13.7M	-$230K	6	0.3%	Reduced
375	Nordea Investment Management Stockholm, Sweden	$13.7M	-$14.3M	3	0.02%	Reduced