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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	Mirae Asset Global Investments Seoul, South Korea	$10.5M	-$7.67M	4	0.04%	Reduced
427	AF Ally Financial Detroit, Michigan	$10.4M	$0	3	1.27%	Maintained
428	Oppenheimer & Co New York	$10.4M	-$59.6K	5	0.16%	Reduced
429	Cresset Asset Management Chicago, Illinois	$10.4M	-$12.7M	7	0.05%	Reduced
430	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$10.4M	-$1.41M	5	0.09%	Reduced
431	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$10.3M	+$10.3M	5	0.8%	Increased
432	SSA South Street Advisors New York	$10.3M	+$2.38K	1	1.58%	Increased
433	Storebrand Asset Management Lysaker, Norway	$10.3M	+$867K	4	0.03%	Increased
434	CCM Cohen Capital Management Corte Madera, California	$10.3M	+$95K	1	1.71%	Increased
435	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$10.3M	-$4.16M	1	0.4%	Reduced
436	Bartlett & Co Wealth Management Cincinnati, Ohio	$10.2M	-$690K	7	0.15%	Reduced
437	PD Point72 (DIFC) Dubai, United Arab Emirates	$10.2M	+$10.5M	3	0.37%	Increased
438	CC Cornerstone Capital Palo Alto, California	$10.1M	-$1.24M	1	1.07%	Reduced
439	GIM Grassi Investment Management Santa Clara, California	$10.1M	-$21K	1	0.86%	Reduced
440	MCM Maple Capital Management Montpelier, Vermont	$10.1M	-$311K	1	0.74%	Reduced
441	Balyasny Asset Management Chicago, Illinois	$10.1M	-$22.4M	5	0.02%	Reduced
442	LHC Lodge Hill Capital New York	$10M	+$11.6M	1	2.76%	New
443	FFM Fisher Funds Management Auckland, New Zealand	$9.84M	+$10.3M	2	0.24%	New
444	Wolverine Trading Chicago, Illinois	$9.76M	+$5.85M	7	0.01%	Increased
445	SCM SKBA Capital Management San Francisco, California	$9.67M	-$566K	1	1.53%	Reduced
446	FC FORA Capital Miami, Florida	$9.63M	+$5.86M	1	1.1%	Increased
447	WTB Washington Trust Bank Spokane, Washington	$9.6M	-$22.1K	1	0.92%	Reduced
448	Vanguard Personalized Indexing Management Oakland, California	$9.44M	+$169K	7	0.14%	Increased
449	DI DRH Investments Thousand Oaks, California	$9.43M	+$5.17M	1	10.82%	Increased
450	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$9.42M	-$292K	2	0.93%	Reduced