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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
401	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$9.88M	+$894K	1	0.92%	Increased
402	HR Howe & Rusling Rochester, New York	$9.87M	+$3.28M	2	2.49%	Increased
403	DnB Asset Management Oslo, Norway	$9.81M	+$6.06M	4	0.23%	Increased
404	HIC Harvey Investment Company Louisville, Kentucky	$9.79M	-$1.14M	2	2.6%	Reduced
405	Colony Group Boston, Massachusetts	$9.79M	+$1.63M	4	1.36%	Increased
406	MC MSF Capital New York	$9.78M	-$1.84M	1	2.23%	Reduced
407	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$9.68M	+$9.2M	1	0.69%	New
408	Baird Milwaukee, Wisconsin	$9.66M	-$1.19M	5	0.17%	Reduced
409	RFA Reilly Financial Advisors La Mesa, California	$9.35M	+$102K	5	2.29%	Increased
410	BPBT Boston Private Bank & Trust Boston, Massachusetts	$9.28M	+$610K	6	0.46%	Increased
411	GE General Electric Evendale, Ohio	$9.26M	-$65.8K	1	0.04%	Reduced
412	SAM Serengeti Asset Management New York	$9.15M	+$8.69M	1	0.82%	New
413	Stock Yards Bank & Trust Louisville, Kentucky	$8.99M	+$52.7K	3	1.34%	Increased
414	BCM Brookmont Capital Management Dallas, Texas	$8.75M	+$604K	1	2.41%	Increased
415	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$8.73M	-$18.7K	1	1.08%	Reduced
416	RA Rational Advisors Huntington, New York	$8.69M	-$1.02M	2	0.75%	Reduced
417	MSR Main Street Research Lakeville, Connecticut	$8.63M	+$2.39M	2	2.15%	Increased
418	ExxonMobil Investment Management Irving, Texas	$8.55M	-$165K	3	0.2%	Reduced
419	Weiss Multi-Strategy Advisers New York	$8.55M	+$7.58M	2	0.18%	Increased
420	NCM Northroad Capital Management New York	$8.54M	+$26.9K	1	3.06%	Increased
421	LA Leonetti & Associates Buffalo Grove, Illinois	$8.4M	+$5.11K	1	2.92%	Increased
422	Amundi Asset Management US Boston, Massachusetts	$8.38M	+$5.93M	2	0.03%	Increased
423	LCM LVM Capital Management Portage, Michigan	$8.36M	-$435K	2	2.97%	Reduced
424	CT Cambridge Trust Cambridge, Massachusetts	$8.35M	-$52.5K	1	0.78%	Reduced
425	Huntington National Bank Columbus, Ohio	$8.31M	+$74.3K	10	0.22%	Increased