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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	GJCM Grand Jean Capital Management San Francisco, California	$12.6M	-$134K	1	2.81%	Reduced
402	Gradient Investments Arden Hills, Minnesota	$12.6M	-$3.31M	1	0.26%	Reduced
403	DnB Asset Management Oslo, Norway	$12.5M	+$414K	3	0.06%	Increased
404	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$12.4M	$0	1	2.14%	Maintained
405	EARNEST Partners Atlanta, Georgia	$12.3M	+$1.07M	3	0.05%	Increased
406	Focus Partners Wealth Boston, Massachusetts	$12.3M	-$20.3M	8	0.04%	Reduced
407	HCM Hutchinson Capital Management San Rafael, California	$12.3M	+$3.71M	1	2.33%	Increased
408	MCM Maple Capital Management Montpelier, Vermont	$12.1M	-$323K	1	0.93%	Reduced
409	Czech National Bank Prague, Czech Republic	$12.1M	+$513K	3	0.12%	Increased
410	NCM Narwhal Capital Management Marietta, Georgia	$12.1M	+$1.77M	4	1.09%	Increased
411	FLII First Long Island Investors Jericho, New York	$12.1M	+$606K	1	0.95%	Increased
412	LCS Levin Capital Strategies New York	$12.1M	-$2.6K	1	1.15%	Reduced
413	SSA South Street Advisors New York	$12M	-$759K	1	1.83%	Reduced
414	Railway Pension Investments London, United Kingdom	$11.9M	$0	1	0.14%	Maintained
415	CCM Cohen Capital Management Corte Madera, California	$11.9M	+$198K	1	1.93%	Increased
416	GIM Grassi Investment Management Santa Clara, California	$11.8M	-$297K	2	1.02%	Reduced
417	RWA Wealth Partners Newton, Massachusetts	$11.8M	+$72.3K	4	0.15%	Increased
418	Groupama Asset Management Paris, France	$11.6M	+$17.3M	2	0.3%	Increased
419	QRG Capital Management Chicago, Illinois	$11.4M	-$2.66M	5	0.12%	Reduced
420	DA Dillon & Associates Jackson, Michigan	$11.4M	-$396K	2	1.6%	Reduced
421	Anchor Capital Advisors Boston, Massachusetts	$11.4M	+$2.71M	2	0.3%	Increased
422	Vestcor Inc Fredericton, New Brunswick, Canada	$11.3M	+$9.06M	3	0.36%	Increased
423	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$11.3M	-$159K	2	1.07%	Reduced
424	Mediolanum International Funds Dublin 1, Ireland	$11.2M	+$20.5M	3	0.16%	Increased
425	WTB Washington Trust Bank Spokane, Washington	$11.2M	-$602K	1	1.07%	Reduced