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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	SFG Sather Financial Group Victoria, Texas	$14.9M	-$242K	3	1.64%	Reduced
352	SC Sasco Capital Fairfield, Connecticut	$14.8M	$0	1	2.2%	Maintained
353	SCM Sirios Capital Management Boston, Massachusetts	$14.6M	-$1.36M	1	2.71%	Reduced
354	ArrowMark Colorado Holdings Denver, Colorado	$14.5M	+$160K	2	0.18%	Increased
355	Chilton Capital Management Houston, Texas	$14.5M	+$2.28M	1	0.96%	Increased
356	Crawford Investment Counsel Atlanta, Georgia	$14.4M	-$161K	3	0.34%	Reduced
357	HR Howe & Rusling Rochester, New York	$14.4M	-$5.24K	8	1.91%	Reduced
358	Exencial Wealth Advisors Oklahoma City, Oklahoma	$14.4M	+$544K	3	0.87%	Increased
359	Weiss Multi-Strategy Advisers New York	$14.3M	+$5.97M	1	0.38%	Increased
360	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$14.2M	+$177K	1	1.51%	Increased
361	SCA Stonebridge Capital Advisors St Paul, Minnesota	$14.2M	-$448K	4	1.83%	Reduced
362	Two Sigma Investments New York	$14.2M	-$12.4M	5	0.05%	Reduced
363	Curi RMB Capital Chicago, Illinois	$14.1M	-$377K	1	0.53%	Reduced
364	E Ergoteles New York	$14.1M	+$8.41M	5	0.5%	Increased
365	GG Greenwood Gearhart Fayetteville, Arkansas	$14.1M	+$428K	1	2.23%	Increased
366	Boston Trust Walden Boston, Massachusetts	$14M	-$1.9M	4	0.14%	Reduced
367	Everett Harris & Co Los Angeles, California	$13.9M	+$342K	2	0.26%	Increased
368	Oppenheimer & Co New York	$13.6M	-$27.7K	6	0.32%	Reduced
369	OC One01 Capital Burlingame, California	$13.5M	-$902K	1	9.73%	Reduced
370	Cullen/Frost Bankers San Antonio, Texas	$13.4M	+$65.9K	5	0.31%	Increased
371	CIBC Asset Management Toronto, Ontario, Canada	$13.3M	+$1.4M	5	0.06%	Increased
372	Glenmede Trust Philadelphia, Pennsylvania	$13.2M	+$197K	5	0.08%	Increased
373	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$13.2M	+$1.88M	5	0.11%	Increased
374	CCA Cobblestone Capital Advisors Rochester, New York	$13.1M	-$218K	2	1.1%	Reduced
375	Oregon Public Employees Retirement Fund Tigard, Oregon	$13M	-$486K	5	0.19%	Reduced