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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	Schonfeld Strategic Advisors New York	$14.5M	-$36.6M	8	0.1%	Reduced
402	CCA Cobblestone Capital Advisors Rochester, New York	$14.5M	+$409K	2	0.91%	Increased
403	Erste Asset Management Vienna, Austria	$14.5M	$0	2	0.2%	Maintained
404	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$14.4M	+$13.6M	1	3.1%	New
405	CIBC Asset Management Toronto, Ontario, Canada	$14.2M	+$626K	5	0.05%	Increased
406	Segall Bryant & Hamill Chicago, Illinois	$14.2M	-$2.21M	1	0.27%	Reduced
407	Liontrust Investment Partners London, United Kingdom	$13.9M	-$928K	1	0.19%	Reduced
408	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$13.9M	-$8.5M	3	6.4%	Reduced
409	MCM Maple Capital Management Montpelier, Vermont	$13.9M	-$987K	1	1.26%	Reduced
410	Scout Investments Kansas City, Missouri	$13.9M	+$8.88M	2	0.34%	Increased
411	Oppenheimer & Co New York	$13.8M	-$18.2K	7	0.23%	Reduced
412	Old National Bancorp Evansville, Indiana	$13.7M	+$191K	2	0.32%	Increased
413	Voloridge Investment Management Jupiter, Florida	$13.6M	-$112M	4	0.05%	Reduced
414	TTWM TCV Trust & Wealth Management Richmond, Virginia	$13.5M	-$84K	3	1.3%	Reduced
415	SSA South Street Advisors New York	$13.5M	+$375K	1	2.15%	Increased
416	MassMutual Private Wealth & Trust Windsor, Connecticut	$13.5M	+$492K	5	0.42%	Increased
417	MIM Manitou Investment Management Toronto, Ontario, Canada	$13.3M	-$44.2K	1	2.67%	Reduced
418	LCS Levin Capital Strategies New York	$13.3M	+$313K	2	1.33%	Increased
419	DnB Asset Management Oslo, Norway	$13.3M	-$2.24M	3	0.07%	Reduced
420	GJCM Grand Jean Capital Management San Francisco, California	$13.3M	+$12.4M	1	3.5%	New
421	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13.1M	+$3.94M	9	0.09%	Increased
422	CC Cornerstone Capital Palo Alto, California	$13M	+$108K	1	1.33%	Increased
423	Achmea Investment Management Zeist, Netherlands	$12.9M	+$6.43M	2	0.25%	Increased
424	Chartwell Investment Partners Berywn, Pennsylvania	$12.9M	+$1.3M	2	0.45%	Increased
425	GIM Grassi Investment Management Santa Clara, California	$12.8M	$0	2	1.16%	Maintained