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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	UM Ulysses Management New York	$16.2M	$0	1	1.72%	Maintained
377	Highbridge Capital Management New York	$16.1M	-$9.42M	1	0.29%	Reduced
378	Schroder Investment Management Group London, United Kingdom	$16.1M	+$816K	5	0.03%	Increased
379	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$16M	+$637K	4	0.72%	Increased
380	CCM Crestwood Capital Management New York	$15.7M	$0	1	8.3%	Maintained
381	Causeway Capital Management Los Angeles, California	$15.7M	+$579K	1	0.17%	Increased
382	CAM Cypress Asset Management Houston, Texas	$15.7M	-$669K	3	3.37%	Reduced
383	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$15.6M	+$120K	4	0.26%	Increased
384	Oregon Public Employees Retirement Fund Tigard, Oregon	$15.5M	+$4.46M	4	0.23%	Increased
385	HT HAP Trading New York	$15.4M	-$58.4M	1	0.65%	Reduced
386	BW Gestao de Investimentos Sao Paulo, Brazil	$15.3M	+$11.7M	1	2.21%	Increased
387	UIM Underhill Investment Management Greenbrae, California	$15M	-$191K	1	7.15%	Reduced
388	TTWM TCV Trust & Wealth Management Richmond, Virginia	$15M	-$208K	3	2.1%	Reduced
389	PEAK6 Group Chicago, Illinois	$15M	-$10.9M	4	0.07%	Reduced
390	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$14.9M	+$633K	2	1.4%	Increased
391	Moore Capital Management New York	$14.9M	-$20.3M	1	0.27%	Reduced
392	MHP Manatuck Hill Partners Westport, Connecticut	$14.8M	$0	1	7.73%	Maintained
393	Bessemer Group Woodbridge, New Jersey	$14.8M	+$1.94M	8	0.06%	Increased
394	LPT Legacy Private Trust Neenah, Wisconsin	$14.7M	-$612K	1	1.72%	Reduced
395	PC Port Capital Chicago, Illinois	$14.7M	+$15.3M	3	2.07%	New
396	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$14.6M	+$15.4M	1	9.3%	New
397	GIP Granite Investment Partners El Segundo, California	$14.5M	-$813K	1	0.91%	Reduced
398	Commerzbank Aktiengesellschaft Frankfurt, Germany	$14.3M	+$672K	5	0.16%	Increased
399	EULAV Asset Management Sarasota, Florida	$14.3M	-$2.09M	3	0.67%	Reduced
400	KCPG Kavar Capital Partners Group Leawood, Kansas	$14.3M	-$51.5K	5	7.57%	Reduced