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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	$13.2M	+$29.3K	2	2.03%	Increased
402	SCM SKBA Capital Management San Francisco, California	$12.8M	-$1.64M	1	1.1%	Reduced
403	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$12.7M	-$2.14M	1	1.16%	Reduced
404	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$12.4M	-$343K	7	0.3%	Reduced
405	VAM Visium Asset Management New York	$12.4M	-$11M	3	0.17%	Reduced
406	HA Heartland Advisors Milwaukee, Wisconsin	$12.4M	+$1.13M	2	0.45%	Increased
407	MAP Managed Asset Portfolios Rochester, Michigan	$12.3M	+$1.19M	1	6.31%	Increased
408	BCM Brookmont Capital Management Dallas, Texas	$12.2M	-$196K	1	3.49%	Reduced
409	SW SVB Wealth Boston, Massachusetts	$12.1M	-$1.11M	3	0.47%	Reduced
410	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$12M	+$14.8K	3	1.01%	Increased
411	MIM Manitou Investment Management Toronto, Ontario, Canada	$11.9M	+$12.2M	1	5.19%	New
412	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$11.9M	-$34.9M	3	0.11%	Reduced
413	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.8M	-$1.09M	5	0.26%	Reduced
414	SCM Stevens Capital Management Radnor, Pennsylvania	$11.8M	-$8.12M	5	0.54%	Reduced
415	GD Grandfield & Dodd New York	$11.7M	+$2.57M	3	1.96%	Increased
416	BS Bow Street New York	$11.7M	+$10.2M	1	6.66%	New
417	HighTower Advisors Chicago, Illinois	$11.6M	+$5.29M	7	0.15%	Increased
418	PP Paloma Partners Greenwich, Connecticut	$11.5M	+$2.79M	4	0.27%	Increased
419	Suntrust Banks Atlanta, Georgia	$11.3M	+$528K	6	0.08%	Increased
420	William Blair & Company Chicago, Illinois	$11.3M	-$270M	5	0.1%	Reduced
421	IRF IBM Retirement Fund Armonk, New York	$11.3M	-$331K	3	0.24%	Reduced
422	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.2M	-$583K	1	1.54%	Reduced
423	AAM Ardevora Asset Management London, United Kingdom	$11.1M	+$2.36M	1	1.62%	Increased
424	CCMH Cornerstone Capital Management Holdings New York	$11.1M	-$344K	4	0.1%	Reduced
425	Royce & Associates New York	$11.1M	$0	1	0.06%	Maintained