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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$13.2M	-$2.15M	6	0.04%	Reduced
402	NCM Narwhal Capital Management Marietta, Georgia	$13.2M	+$1.16M	2	1.66%	Increased
403	ACM Alta Capital Management Salt Lake City, Utah	$13M	-$12.3M	1	0.73%	Reduced
404	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.9M	+$240K	3	0.92%	Increased
405	JC Jacobs & Co San Francisco, California	$12.9M	+$1.51M	2	1.48%	Increased
406	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.9M	-$3.99M	3	0.48%	Reduced
407	TPSF Texas Permanent School Fund Austin, Texas	$12.9M	-$738K	5	0.16%	Reduced
408	IPAM ICICI Prudential Asset Management Mumbai, India	$12.8M	+$2.76M	3	2.17%	Increased
409	LC Lincoln Capital Lincoln, Nebraska	$12.7M	-$83.1K	1	3.46%	Reduced
410	HR Howe & Rusling Rochester, New York	$12.7M	+$103K	6	1.59%	Increased
411	Montag & Associates Atlanta, Georgia	$12.6M	+$116K	3	0.68%	Increased
412	RFA Reilly Financial Advisors La Mesa, California	$12.6M	+$362K	4	1.07%	Increased
413	AWM Absher Wealth Management Chapel Hill, North Carolina	$12.4M	+$342K	1	2.3%	Increased
414	SC Saybrook Capital Winston Salem, North Carolina	$12.4M	-$984K	2	3.43%	Reduced
415	MIM Manitou Investment Management Toronto, Ontario, Canada	$12.3M	-$16K	2	2.26%	Reduced
416	PP Patten & Patten Chattanooga, Tennessee	$12.3M	-$178K	1	0.93%	Reduced
417	BST Bath Savings Trust Bath, Maine	$12.2M	-$315K	1	1.41%	Reduced
418	Everett Harris & Co Los Angeles, California	$12.2M	-$1.38M	3	0.19%	Reduced
419	Boston Financial Management Boston, Massachusetts	$12.1M	-$261K	1	0.49%	Reduced
420	JA JLB & Associates Plymouth, Michigan	$12.1M	-$582K	1	1.92%	Reduced
421	Covington Capital Management Los Angeles, California	$12.1M	+$816K	5	0.46%	Increased
422	RAM RWC Asset Management London, United Kingdom	$11.7M	+$442K	1	0.36%	Increased
423	E Ergoteles New York	$11.6M	+$13.1M	2	0.43%	Increased
424	AC AMS Capital Sao Paulo, Brazil	$11.6M	-$6.37M	1	2.44%	Reduced
425	Exencial Wealth Advisors Oklahoma City, Oklahoma	$11.6M	+$1.17M	4	0.5%	Increased