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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	LC Lincoln Capital Lincoln, Nebraska	$11.5M	+$169K	1	4.75%	Increased
402	Engineers Gate Manager New York	$11.4M	+$8.11M	2	0.5%	Increased
403	Wolverine Trading Chicago, Illinois	$11.4M	-$1.44M	5	0.03%	Reduced
404	Martingale Asset Management Boston, Massachusetts	$11.3M	-$345K	2	0.12%	Reduced
405	South Dakota Investment Council Sioux Falls, South Dakota	$11.3M	-$2.08M	3	0.24%	Reduced
406	MP Marlowe Partners New York	$11.3M	+$11.3M	1	5.88%	New
407	GIM Grassi Investment Management Santa Clara, California	$11.3M	+$1.01M	1	1.52%	Increased
408	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$11.2M	-$325K	1	0.34%	Reduced
409	QIM Quantitative Investment Management Charlottesville, Virginia	$11.1M	+$2.1M	5	0.34%	Increased
410	SCA Stonebridge Capital Advisors St Paul, Minnesota	$11.1M	+$97.2K	4	1.82%	Increased
411	AF Ally Financial Detroit, Michigan	$11.1M	+$2.92M	2	1.82%	Increased
412	Utah Retirement Systems Salt Lake City, Utah	$11M	+$30.8K	3	0.19%	Increased
413	Central Trust Company Jefferson City, Missouri	$11M	-$1.39M	6	0.56%	Reduced
414	BPB Badgley, Phelps & Bell Seattle, Washington	$10.9M	-$141K	1	0.57%	Reduced
415	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.9M	+$87.9K	6	0.17%	Increased
416	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$10.9M	+$4.56M	3	4.61%	Increased
417	Glenmede Trust Philadelphia, Pennsylvania	$10.8M	-$2.5M	10	0.05%	Reduced
418	RFA Reilly Financial Advisors La Mesa, California	$10.8M	+$214K	4	1.23%	Increased
419	Tudor Investment Corp Stamford, Connecticut	$10.8M	+$1.19M	3	0.49%	Increased
420	Zevenbergen Capital Investments Edmonds, Washington	$10.7M	-$8.57M	2	0.4%	Reduced
421	KCPG Kavar Capital Partners Group Leawood, Kansas	$10.7M	-$1.05M	4	3.96%	Reduced
422	HIC Harvey Investment Company Louisville, Kentucky	$10.6M	+$402K	2	1.64%	Increased
423	Royce & Associates New York	$10.5M	+$7.42M	2	0.09%	Increased
424	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$10.4M	+$9.93M	1	3.77%	New
425	CI Centerstone Investors New York	$10.3M	+$7.29M	1	7.36%	Increased