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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	WAM World Asset Management Detroit, Michigan	$14.1M	-$3.52M	6	0.68%	Reduced
402	TGA Trilogy Global Advisors Winter Park, Florida	$14M	-$1.02M	1	1.38%	Reduced
403	BA Broadview Advisors Milwaukee, Wisconsin	$14M	-$3.51M	1	2.23%	Reduced
404	Adams Diversified Equity Fund Baltimore, Maryland	$13.9M	-$317K	2	0.74%	Reduced
405	PM Pembroke Management Montreal, Quebec, Canada	$13.8M	-$986K	1	1.41%	Reduced
406	MLICM Metropolitan Life Insurance Company (MetLife) New York	$13.8M	+$96.3K	6	0.22%	Increased
407	GIP Granite Investment Partners El Segundo, California	$13.6M	-$2.72M	1	0.86%	Reduced
408	Balyasny Asset Management Chicago, Illinois	$13.6M	+$7.09M	4	0.06%	Increased
409	SCM Sandler Capital Management New York	$13.5M	+$11M	1	1.13%	New
410	SSB Sandy Spring Bank Olney, Maryland	$13.5M	+$1.5M	3	1.17%	Increased
411	GAI General American Investors New York	$13.4M	$0	1	1.22%	Maintained
412	UIM Underhill Investment Management Greenbrae, California	$13.3M	$0	1	6.29%	Maintained
413	VCM Vigilant Capital Management Portland, Maine	$13.2M	-$36.6K	3	1.92%	Reduced
414	Cambridge Investment Research Advisors Fairfield, Iowa	$13.2M	+$255K	6	0.14%	Increased
415	TTWM TCV Trust & Wealth Management Richmond, Virginia	$13.2M	-$75.7K	3	1.85%	Reduced
416	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$13.2M	+$11.4M	2	1.25%	Increased
417	LPT Legacy Private Trust Neenah, Wisconsin	$13.1M	-$234K	1	1.56%	Reduced
418	Pinnacle Associates New York	$13.1M	+$182K	2	0.27%	Increased
419	Beutel, Goodman & Co Toronto, Ontario, Canada	$13M	+$15.5M	1	0.1%	Increased
420	Oppenheimer & Co New York	$13M	-$5.21M	7	0.35%	Reduced
421	Crossmark Global Holdings Houston, Texas	$13M	-$3.61M	6	0.35%	Reduced
422	Silvercrest Asset Management New York	$12.8M	-$4.17M	4	0.12%	Reduced
423	BPB Badgley, Phelps & Bell Seattle, Washington	$12.8M	+$131K	1	0.83%	Increased
424	Chartwell Investment Partners Berywn, Pennsylvania	$12.7M	+$8.11M	2	0.38%	Increased
425	Palisade Capital Management Fort Lee, New Jersey	$12.7M	-$15.6K	1	0.37%	Reduced