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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
376	MCG Meru Capital Group New York	$16M	-$2.11M	1	5.54%	Reduced
377	Employees Retirement System of Texas Austin, Texas	$15.9M	-$3.13M	4	0.22%	Reduced
378	LCS Levin Capital Strategies New York	$15.9M	-$7.75M	2	0.29%	Reduced
379	LPL Financial San Diego, California	$15.8M	-$16.9M	8	0.13%	Reduced
380	PP Paloma Partners Greenwich, Connecticut	$15.8M	+$10M	4	0.17%	Increased
381	Picton Mahoney Asset Management Toronto, Ontario, Canada	$15.7M	-$377K	2	0.97%	Reduced
382	SCM Stevens Capital Management Radnor, Pennsylvania	$15.7M	+$10.6M	2	0.62%	Increased
383	TA Tiptree Advisors New York	$15.7M	$0	1	5.3%	Maintained
384	UIM Underhill Investment Management Greenbrae, California	$15.7M	+$717K	2	8.45%	Increased
385	AWCI Alpine Woods Capital Investors Purchase, New York	$15.5M	+$5.16M	1	0.93%	Increased
386	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$15.5M	-$1.79M	3	0.04%	Reduced
387	LCM Lomas Capital Management New York	$15.3M	+$2.76M	1	3.09%	Increased
388	AAM Auxier Asset Management Aurora, Oregon	$15.1M	-$885K	2	3.46%	Reduced
389	Jane Street New York	$15.1M	-$99.2M	5	0.07%	Reduced
390	Conestoga Capital Advisors Wayne, Pennsylvania	$15.1M	+$11.7M	1	1.11%	New
391	ExxonMobil Investment Management Irving, Texas	$15M	+$880K	3	0.32%	Increased
392	RI Redwood Investments Boston, Massachusetts	$15M	+$14.2M	1	1.37%	New
393	Signature Estate & Investment Advisors Los Angeles, California	$14.9M	+$160K	1	2.38%	Increased
394	Arizona State Retirement System Phoenix, Arizona	$14.9M	-$1.55M	4	0.21%	Reduced
395	PEAK6 Group Chicago, Illinois	$14.7M	+$13.4M	4	0.11%	Increased
396	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$14.7M	-$1.42M	1	2.66%	Reduced
397	Schroder Investment Management Group London, United Kingdom	$14.7M	-$10.2M	5	0.03%	Reduced
398	Bessemer Group Woodbridge, New Jersey	$14.6M	+$2.53M	5	0.08%	Increased
399	WC Walthausen & Co Malta, New York	$14.6M	+$2.66M	1	1.51%	Increased
400	AIA Affinity Investment Advisors Newport Beach, California	$14.5M	+$4.31M	1	1.07%	Increased