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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	Driehaus Capital Management Chicago, Illinois	$12.5M	+$1.35M	2	0.43%	Increased
402	SCM SKBA Capital Management San Francisco, California	$12.4M	-$290K	1	0.97%	Reduced
403	CCT Country Club Trust Kansas City, Missouri	$12.3M	-$290K	2	1.76%	Reduced
404	NCM Numina Capital Management New York	$12.2M	+$848K	2	3.44%	Increased
405	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.1M	+$299K	5	0.25%	Increased
406	BB&T Securities Richmond, Virginia	$12M	-$244K	6	0.25%	Reduced
407	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.9M	+$12.1M	3	0.92%	New
408	Fort Washington Investment Advisors Cincinnati, Ohio	$11.9M	-$276K	4	0.22%	Reduced
409	Suntrust Banks Atlanta, Georgia	$11.8M	-$4.28M	6	0.08%	Reduced
410	Veritable Wilmington, Delaware	$11.6M	-$9.63M	5	0.31%	Reduced
411	HA Heartland Advisors Milwaukee, Wisconsin	$11.5M	-$912K	2	0.32%	Reduced
412	CIM Contravisory Investment Management Norwell, Massachusetts	$11.5M	-$729K	1	2.49%	Reduced
413	PP Prospector Partners Guilford, Connecticut	$11.3M	-$7.8M	1	1.33%	Reduced
414	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$11.2M	+$438K	1	2.13%	Increased
415	Bessemer Group Woodbridge, New Jersey	$11.2M	-$68.9M	7	0.06%	Reduced
416	AC Ascend Capital Orinda, California	$11.2M	-$29.1M	1	0.37%	Reduced
417	CCM Cadence Capital Management Boston, Massachusetts	$11.2M	-$707K	3	0.62%	Reduced
418	Mutual of America Capital Management New York	$11.1M	+$51K	4	0.24%	Increased
419	CCM Crestwood Capital Management New York	$10.9M	-$5.37M	1	1.7%	Reduced
420	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$10.9M	-$872K	3	2.3%	Reduced
421	MVIP Mar Vista Investment Partners Los Angeles, California	$10.8M	-$159K	1	0.59%	Reduced
422	Dodge & Cox San Francisco, California	$10.8M	-$1.36M	1	0.01%	Reduced
423	IRF IBM Retirement Fund Armonk, New York	$10.7M	+$50K	3	0.2%	Increased
424	CCMH Cornerstone Capital Management Holdings New York	$10.6M	-$864K	3	0.09%	Reduced
425	Royce & Associates New York	$10.6M	+$2.02M	1	0.04%	Increased