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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	Oppenheimer & Co New York	$14M	-$1.98M	6	0.4%	Reduced
377	Bradley Foster & Sargent Hartford, Connecticut	$13.9M	-$655K	3	0.56%	Reduced
378	WesBanco Bank Wheeling, West Virginia	$13.7M	+$1.33M	4	0.76%	Increased
379	LCM Logan Capital Management Newtown Square, Pennsylvania	$13.7M	-$397K	2	1.05%	Reduced
380	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13.5M	+$13.2M	6	0.25%	New
381	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$13.4M	+$114K	1	1.9%	Increased
382	SFG Sather Financial Group Victoria, Texas	$13.3M	$0	2	4.17%	Maintained
383	TTWM TCV Trust & Wealth Management Richmond, Virginia	$13.3M	+$297K	3	2.03%	Increased
384	Zurich Cantonal Bank Zurich, Switzerland	$13.1M	-$6.29M	5	0.13%	Reduced
385	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.1M	-$359K	4	0.16%	Reduced
386	ZDA Zweig-DiMenna Associates New York	$13.1M	-$18.7M	1	1.2%	Reduced
387	HT HAP Trading New York	$13.1M	+$9.53M	2	0.81%	Increased
388	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$13M	+$7.51M	1	2.46%	Increased
389	AP Archon Partners Princeton Junction, New Jersey	$13M	+$420K	2	3.05%	Increased
390	MIM Manitou Investment Management Toronto, Ontario, Canada	$12.8M	+$66.2K	1	3.57%	Increased
391	MUFG Americas New York	$12.6M	+$370K	4	0.41%	Increased
392	KCPG Kavar Capital Partners Group Leawood, Kansas	$12.5M	+$843K	5	6.98%	Increased
393	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$12.5M	+$1.03M	3	0.03%	Increased
394	Suntrust Banks Atlanta, Georgia	$12.4M	-$1.31M	6	0.08%	Reduced
395	PM Pembroke Management Montreal, Quebec, Canada	$12.3M	-$264K	1	1.21%	Reduced
396	Jefferies Group New York	$12.3M	-$198K	2	0.09%	Reduced
397	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$12.2M	-$5.55M	3	0.11%	Reduced
398	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.2M	-$1.08M	3	0.23%	Reduced
399	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$12M	-$18.3M	1	10%	Reduced
400	EULAV Asset Management Sarasota, Florida	$12M	-$779K	3	0.61%	Reduced