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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	PC Port Capital Chicago, Illinois	$14.3M	-$18.1K	3	1.74%	Reduced
377	LCM Logan Capital Management Newtown Square, Pennsylvania	$14.2M	-$56.1K	2	0.93%	Reduced
378	TM Tikvah Management Charlotte, North Carolina	$14.1M	$0	1	4.21%	Maintained
379	VCM Vigilant Capital Management Portland, Maine	$14M	+$964K	3	1.87%	Increased
380	LOAMU Lombard Odier Asset Management (USA) New York	$14M	+$9.52M	1	1.03%	Increased
381	SFG Sather Financial Group Victoria, Texas	$14M	-$841K	2	2.82%	Reduced
382	Palisade Capital Management Fort Lee, New Jersey	$13.8M	+$1.26M	1	0.38%	Increased
383	UIM Underhill Investment Management Greenbrae, California	$13.8M	$0	1	6.75%	Maintained
384	BW Gestao de Investimentos Sao Paulo, Brazil	$13.8M	-$11.9M	2	3.75%	Reduced
385	ELI Empire Life Investments Toronto, Ontario, Canada	$13.8M	-$51.8M	1	1.05%	Reduced
386	Carillon Tower Advisers St. Petersburg, Florida	$13.7M	-$43.8M	1	0.1%	Reduced
387	AFIA America First Investment Advisors Omaha, Nebraska	$13.7M	-$233K	1	4.32%	Reduced
388	Adams Diversified Equity Fund Baltimore, Maryland	$13.6M	-$30K	2	0.68%	Reduced
389	SSB Sandy Spring Bank Olney, Maryland	$13.6M	+$333K	4	1.11%	Increased
390	British Columbia Investment Management Victoria, British Columbia, Canada	$13.5M	-$7.3M	3	0.14%	Reduced
391	MUFG Americas New York	$13.5M	-$1.9M	3	0.39%	Reduced
392	AC AMS Capital Sao Paulo, Brazil	$13.4M	+$14M	1	11.03%	New
393	NIMI Natixis Investment Managers International Paris, France	$13.3M	+$1.48M	3	0.62%	Increased
394	Epoch Investment Partners New York	$13.3M	-$655K	3	0.05%	Reduced
395	RAM RK Asset Management Grosse Pointe Farms, Michigan	$13.3M	-$463K	1	11.71%	Reduced
396	GAI General American Investors New York	$13.2M	$0	1	1.14%	Maintained
397	Crossmark Global Holdings Houston, Texas	$13.1M	+$735K	6	0.33%	Increased
398	TIAA FSB Jacksonville, Florida	$13.1M	+$6.37M	3	0.07%	Increased
399	Pinnacle Associates New York	$13M	+$211K	2	0.27%	Increased
400	People's United Financial Bridgeport, Connecticut	$12.8M	-$4.59M	5	0.4%	Reduced