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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	KCM Kingdon Capital Management New York	$12.8M	-$59.8M	1	0.7%	Reduced
402	Country Trust Bank Bloomington, Illinois	$12.8M	-$17.5K	2	0.68%	Reduced
403	Associated Banc-Corp Green Bay, Wisconsin	$12.7M	+$180K	2	0.83%	Increased
404	Fjarde Ap-fonden Stockholm, Sweden	$12.6M	+$2.26M	3	0.29%	Increased
405	HS HighVista Strategies Boston, Massachusetts	$12.5M	+$8.2M	5	2.35%	Increased
406	TTWM TCV Trust & Wealth Management Richmond, Virginia	$12.5M	+$1.61M	3	2.25%	Increased
407	Public Employees Retirement Association of Colorado Denver, Colorado	$12.4M	+$460K	5	0.1%	Increased
408	Royal London Asset Management United Kingdom	$12.3M	-$5.49M	3	0.3%	Reduced
409	MIM Manitou Investment Management Toronto, Ontario, Canada	$12.3M	+$145K	1	5.09%	Increased
410	PAS Professional Advisory Services Vero Beach, Florida	$12.2M	-$3.69M	1	2.88%	Reduced
411	AP Archon Partners Princeton Junction, New Jersey	$12.2M	+$3.05M	2	3.35%	Increased
412	HA Heartland Advisors Milwaukee, Wisconsin	$12.1M	-$3.74M	1	0.64%	Reduced
413	KA Kerrisdale Advisers Miami, Florida	$12.1M	+$11.9M	1	2.06%	New
414	Asset Management One Tokyo, Japan	$12.1M	+$58.6K	6	0.18%	Increased
415	Spot Trading Chicago, Illinois	$12.1M	+$315K	4	0.21%	Increased
416	PointState Capital New York	$11.9M	-$512K	2	0.32%	Reduced
417	Veritable Wilmington, Delaware	$11.9M	-$8.64K	5	0.31%	Reduced
418	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.7M	+$475K	2	1.46%	Increased
419	William Blair & Company Chicago, Illinois	$11.7M	+$1.76M	5	0.11%	Increased
420	BWP Baldwin Wealth Partners Marion, Massachusetts	$11.6M	+$103K	4	2.09%	Increased
421	Caxton Associates (New York) New York	$11.5M	-$3.83M	1	0.81%	Reduced
422	SAM Strategy Asset Managers Pasadena, California	$11.5M	+$201K	2	2.62%	Increased
423	Meag Munich Ergo Munich, Germany	$11.5M	$0	2	0.59%	Maintained
424	Catalyst Capital Advisors Huntington, New York	$11.5M	+$594K	3	1.93%	Increased
425	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$11.5M	+$501K	1	1.97%	Increased