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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	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$11.9M	-$1.96M	1	0.03%	Reduced
402	Royal London Asset Management United Kingdom	$11.8M	+$2.61M	3	0.22%	Increased
403	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$11.8M	+$11.7M	1	0.91%	New
404	PAS Professional Advisory Services Vero Beach, Florida	$11.7M	+$446K	1	2.74%	Increased
405	Putnam Investments Boston, Massachusetts	$11.7M	+$9.92M	4	0.02%	Increased
406	WCM Wisconsin Capital Management Madison, Wisconsin	$11.5M	-$804K	4	4.08%	Reduced
407	PC Passport Capital San Francisco, California	$11.3M	+$9.79M	1	0.29%	Increased
408	CIM Contravisory Investment Management Norwell, Massachusetts	$11.3M	+$11.1M	1	2.28%	Increased
409	Kayne Anderson Rudnick Investment Management Los Angeles, California	$11.2M	+$303K	2	0.19%	Increased
410	Empyrean Capital Partners Los Angeles, California	$11.2M	-$11.1M	1	0.64%	Reduced
411	HIC Harvey Investment Company Louisville, Kentucky	$11.1M	-$136K	2	2.59%	Reduced
412	Colony Group Boston, Massachusetts	$11.1M	-$7.2M	3	1.16%	Reduced
413	SCI Seneca Capital Investments New York	$11.1M	+$11M	2	3.06%	New
414	BB&T Securities Richmond, Virginia	$10.8M	+$2.32M	5	0.24%	Increased
415	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.7M	-$179K	4	0.21%	Reduced
416	Employees Retirement System of Texas Austin, Texas	$10.7M	+$582K	4	0.14%	Increased
417	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$10.5M	+$305K	1	2.04%	Increased
418	GHA GW Henssler & Associates Kennesaw, Georgia	$10.5M	+$238K	1	1.17%	Increased
419	Loews Corp New York	$10.4M	-$1.72M	1	0.07%	Reduced
420	Boston Financial Management Boston, Massachusetts	$10.3M	-$255K	3	1.3%	Reduced
421	Huntington National Bank Columbus, Ohio	$10.3M	+$777K	10	0.25%	Increased
422	MAP Managed Asset Portfolios Rochester, Michigan	$10.2M	-$45.2K	1	5.71%	Reduced
423	Becker Capital Management Portland, Oregon	$10.2M	-$551K	1	0.4%	Reduced
424	WM WCG Management New York	$10.2M	+$9.43M	1	9.5%	New
425	Public Employees Retirement Association of Colorado Denver, Colorado	$10.2M	-$299K	4	0.08%	Reduced