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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	SAM Stansberry Asset Management Westlake, Texas	$10.6M	+$10.9M	1	3.62%	New
402	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.6M	+$3.48M	4	0.32%	Increased
403	PP Paloma Partners Greenwich, Connecticut	$10.6M	-$4.9M	4	0.27%	Reduced
404	WAM Wilsey Asset Management San Diego, California	$10.6M	+$11.4M	1	4.61%	New
405	AMG National Trust Bank Greenwood Village, Colorado	$10.5M	$0	2	0.43%	Maintained
406	Andra AP-fonden Goteborg, Sweden	$10.4M	-$2.15M	2	0.28%	Reduced
407	BPB Badgley, Phelps & Bell Seattle, Washington	$10.4M	-$249K	1	0.51%	Reduced
408	Oppenheimer & Co New York	$10.3M	-$347K	6	0.26%	Reduced
409	Royce & Associates New York	$10.3M	+$261K	2	0.11%	Increased
410	Twin Tree Management Dallas, Texas	$10.2M	-$21M	5	0.04%	Reduced
411	CNC Canandaigua National Corp Canandaigua, New York	$10.2M	-$69K	3	1.81%	Reduced
412	JC Jacobs & Co San Francisco, California	$10.2M	-$13.6K	2	1.48%	Reduced
413	Old Mission Capital Chicago, Illinois	$10.2M	-$19.8M	2	0.8%	Reduced
414	PL Parthenon LLC Louisville, Kentucky	$10.2M	$0	2	1.97%	Maintained
415	NCM Narwhal Capital Management Marietta, Georgia	$10.1M	-$92.9K	2	1.63%	Reduced
416	TCOV Trust Company of Vermont Brattleboro, Vermont	$10.1M	-$22K	7	0.92%	Reduced
417	D.A. Davidson & Co Great Falls, Montana	$10.1M	+$2.37M	5	0.18%	Increased
418	Old National Bancorp Evansville, Indiana	$10.1M	+$769K	4	0.48%	Increased
419	AF Ally Financial Detroit, Michigan	$10M	$0	2	1.61%	Maintained
420	MLICM Metropolitan Life Insurance Company (MetLife) New York	$9.98M	-$468K	6	0.17%	Reduced
421	SC Saybrook Capital Winston Salem, North Carolina	$9.89M	+$2.32M	2	3.55%	Increased
422	Utah Retirement Systems Salt Lake City, Utah	$9.88M	+$58K	4	0.16%	Increased
423	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$9.82M	-$1.02M	4	2.03%	Reduced
424	Virginia Retirement Systems Richmond, Virginia	$9.8M	+$8.7M	2	0.11%	Increased
425	CIA Covington Investment Advisors Ligonier, Pennsylvania	$9.72M	-$1.68M	1	2.79%	Reduced