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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	CCT Country Club Trust Kansas City, Missouri	$12.8M	-$900K	2	1.8%	Reduced
402	Putnam Investments Boston, Massachusetts	$12.8M	+$38.8K	4	0.03%	Increased
403	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$12.7M	+$430K	2	0.04%	Increased
404	NI Nuance Investments Kansas City, Missouri	$12.5M	+$13M	1	1.25%	New
405	CCM Cadence Capital Management Boston, Massachusetts	$12.4M	-$1.99M	3	0.75%	Reduced
406	CIM Contravisory Investment Management Norwell, Massachusetts	$12.3M	+$43.2K	1	2.47%	Increased
407	SCI Seneca Capital Investments New York	$12.1M	+$526K	2	2.77%	Increased
408	AAM Aureus Asset Management Boston, Massachusetts	$12.1M	+$84.4K	1	2.77%	Increased
409	MMCM Marque Millennium Capital Management New York	$12M	$0	1	4.74%	Maintained
410	Bank of Nova Scotia Toronto, Ontario, Canada	$12M	+$10.7M	3	0.05%	Increased
411	NCM Numina Capital Management New York	$11.9M	+$12M	1	3.25%	New
412	Fort Washington Investment Advisors Cincinnati, Ohio	$11.8M	+$47.1K	4	0.23%	Increased
413	BB&T Securities Richmond, Virginia	$11.8M	+$1.16M	6	0.26%	Increased
414	Driehaus Capital Management Chicago, Illinois	$11.8M	+$4.92M	2	0.41%	Increased
415	GP GLG Partners London, United Kingdom	$11.8M	+$7.85M	1	0.39%	Increased
416	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.8M	+$213K	1	1.49%	Increased
417	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$11.7M	+$2.36M	3	1.59%	Increased
418	Colony Group Boston, Massachusetts	$11.6M	+$7.81M	3	1.29%	Increased
419	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.6M	+$85.7K	5	0.23%	Increased
420	KeyBank National Association Cleveland, Ohio	$11.6M	-$2.77M	5	0.08%	Reduced
421	Dodge & Cox San Francisco, California	$11.6M	-$744K	1	0.01%	Reduced
422	Mutual of America Capital Management New York	$11.4M	+$3.91M	4	0.25%	Increased
423	Huntington National Bank Columbus, Ohio	$11.4M	+$122K	9	0.28%	Increased
424	Employees Retirement System of Texas Austin, Texas	$11.3M	+$214K	4	0.15%	Increased
425	CCMH Cornerstone Capital Management Holdings New York	$11.3M	-$19.9M	3	0.11%	Reduced