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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	SAM Stansberry Asset Management Westlake, Texas	$12.4M	-$84K	1	3.29%	Reduced
427	GIM Grassi Investment Management Santa Clara, California	$12.4M	-$84.5K	1	1.4%	Reduced
428	DnB Asset Management Oslo, Norway	$12.2M	+$2.06M	3	0.09%	Increased
429	Engineers Gate Manager New York	$12.1M	+$6.82M	9	0.6%	Increased
430	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.1M	+$133K	1	0.58%	Increased
431	EULAV Asset Management Sarasota, Florida	$12.1M	+$451K	1	0.32%	Increased
432	AWM Absher Wealth Management Chapel Hill, North Carolina	$12.1M	+$700K	1	2.28%	Increased
433	SSB Sandy Spring Bank Olney, Maryland	$12M	-$890K	6	0.69%	Reduced
434	Adams Diversified Equity Fund Baltimore, Maryland	$11.9M	+$11.8M	1	0.51%	New
435	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$11.9M	+$40.8K	5	0.15%	Increased
436	South Dakota Investment Council Sioux Falls, South Dakota	$11.9M	+$1.42M	4	0.2%	Increased
437	BPB Badgley, Phelps & Bell Seattle, Washington	$11.9M	-$273K	1	0.49%	Reduced
438	Central Trust Company Jefferson City, Missouri	$11.9M	+$1.24M	6	0.46%	Increased
439	Montag & Associates Atlanta, Georgia	$11.9M	+$7.39M	3	0.67%	Increased
440	Första AP-fonden Stockholm, Sweden	$11.8M	-$198K	2	0.17%	Reduced
441	Old National Bancorp Evansville, Indiana	$11.7M	-$75.8K	3	0.46%	Reduced
442	SC Saybrook Capital Winston Salem, North Carolina	$11.7M	+$24.5K	2	3.55%	Increased
443	First National Trust Hermitage, Pennsylvania	$11.7M	+$553K	2	0.76%	Increased
444	TAL TIG Advisors LLC New York	$11.5M	+$11.9M	1	0.43%	New
445	Covington Capital Management Los Angeles, California	$11.4M	+$161K	3	0.49%	Increased
446	British Columbia Investment Management Victoria, British Columbia, Canada	$11.4M	-$320K	3	0.08%	Reduced
447	NCM Narwhal Capital Management Marietta, Georgia	$11.4M	-$1.01M	3	1.54%	Reduced
448	GG Greenwood Gearhart Fayetteville, Arkansas	$11.3M	+$332K	1	2.02%	Increased
449	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$11.3M	+$8.85M	1	6.71%	Increased
450	Jacobs Levy Equity Management Florham Park, New Jersey	$11.2M	-$14.5M	1	0.09%	Reduced