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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	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.4M	+$3.73M	4	0.15%	Increased
427	Huntington National Bank Columbus, Ohio	$11.4M	-$11.6M	9	0.28%	Reduced
428	LCM Lomas Capital Management New York	$11.3M	+$3.57M	1	2.27%	Increased
429	Nomura Holdings Tokyo, Japan	$11.3M	-$3.27M	3	0.04%	Reduced
430	SCM Suffolk Capital Management New York	$11.2M	+$4.61M	2	1.49%	Increased
431	Mutual of America Capital Management New York	$11.2M	-$795K	4	0.25%	Reduced
432	Oregon Public Employees Retirement Fund Tigard, Oregon	$11.2M	+$202K	4	0.26%	Increased
433	GE General Electric Evendale, Ohio	$11.1M	-$806K	2	0.06%	Reduced
434	SWM SVA Wealth Management Madison, Wisconsin	$11.1M	-$90.9K	3	1.83%	Reduced
435	MUFG Americas New York	$11M	+$1.71M	5	0.39%	Increased
436	HCM Hilton Capital Management Garden City, New York	$11M	-$306K	1	3.59%	Reduced
437	LPT Legacy Private Trust Neenah, Wisconsin	$10.9M	+$209K	1	1.64%	Increased
438	Bessemer Group Woodbridge, New Jersey	$10.8M	+$2.39M	6	0.06%	Increased
439	KeyBank National Association Cleveland, Ohio	$10.8M	-$259K	5	0.07%	Reduced
440	CT Cambridge Trust Cambridge, Massachusetts	$10.7M	+$54.8K	1	0.88%	Increased
441	TCW Group Los Angeles, California	$10.6M	-$3.81M	4	0.08%	Reduced
442	CIBC Private Wealth Group Atlanta, Georgia	$10.6M	+$238K	1	0.08%	Increased
443	TPCM Three Peaks Capital Management Castle Rock, Colorado	$10.5M	+$930K	1	1.93%	Increased
444	KCPG Kavar Capital Partners Group Leawood, Kansas	$10.5M	+$2M	5	6.95%	Increased
445	HIC Harvey Investment Company Louisville, Kentucky	$10.4M	$0	2	2.32%	Maintained
446	Edge Asset Management Seattle, Washington	$10.4M	-$67K	3	0.1%	Reduced
447	BCM Brookmont Capital Management Dallas, Texas	$10.4M	-$953K	1	3.33%	Reduced
448	LCM Logan Capital Management Newtown Square, Pennsylvania	$10.3M	+$9.62M	2	0.83%	Increased
449	HC HHG & Company Darien, Connecticut	$10.3M	-$52.3K	1	2.85%	Reduced
450	Boston Financial Management Boston, Massachusetts	$10.3M	+$219K	2	1.54%	Increased