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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
426	MMCM Marque Millennium Capital Management New York	$10.2M	$0	1	4%	Maintained
427	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$10.1M	+$470K	2	1.44%	Increased
428	AAM Aureus Asset Management Boston, Massachusetts	$10.1M	+$9.43M	1	2.46%	New
429	HC HHG & Company Darien, Connecticut	$10.1M	+$8.88M	2	2.41%	Increased
430	ExxonMobil Investment Management Irving, Texas	$9.92M	-$409K	3	0.23%	Reduced
431	NCM Northroad Capital Management New York	$9.72M	-$1.08M	1	4.39%	Reduced
432	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$9.69M	-$444K	4	0.11%	Reduced
433	Avalon Investment & Advisory Houston, Texas	$9.66M	+$9.54M	1	0.44%	Increased
434	IUAM Itau USA Asset Management New York	$9.64M	-$2.01M	1	2.5%	Reduced
435	IRF IBM Retirement Fund Armonk, New York	$9.64M	+$425K	3	0.18%	Increased
436	Andra AP-fonden Goteborg, Sweden	$9.59M	-$2.05M	3	0.22%	Reduced
437	SAM Scopus Asset Management New York	$9.54M	+$4.32M	1	0.25%	Increased
438	Thompson Siegel & Walmsley Richmond, Virginia	$9.43M	+$68.7K	3	0.18%	Increased
439	HighTower Advisors Chicago, Illinois	$9.35M	+$295K	6	0.14%	Increased
440	TU TDAM USA Toronto, Ontario, Canada	$9.26M	-$27.4K	3	0.39%	Reduced
441	CT Cambridge Trust Cambridge, Massachusetts	$9.2M	+$33.5K	1	0.8%	Increased
442	Evercore Wealth Management New York	$9.19M	-$40.1K	6	0.46%	Reduced
443	I.G. Investment Management Winnipeg, Manitoba, Canada	$9.12M	+$452K	3	0.03%	Increased
444	Glenmede Trust Philadelphia, Pennsylvania	$9.07M	-$2.58K	7	0.07%	Reduced
445	Curi RMB Capital Chicago, Illinois	$9.04M	-$123K	3	0.55%	Reduced
446	Asset Management One Tokyo, Japan	$8.87M	+$247K	7	0.12%	Increased
447	BPBT Boston Private Bank & Trust Boston, Massachusetts	$8.86M	+$559K	6	0.41%	Increased
448	Fjarde Ap-fonden Stockholm, Sweden	$8.82M	-$625K	3	0.19%	Reduced
449	Commerzbank Aktiengesellschaft Frankfurt, Germany	$8.78M	-$5.97M	5	0.06%	Reduced
450	FQ First Quadrant Glendale, California	$8.77M	+$2M	4	0.18%	Increased