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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
801	JMH J.M. Hartwell New York	$1.93M	+$137K	3	0.41%	Increased
802	Causeway Capital Management Los Angeles, California	$1.93M	+$2.14M	1	0.05%	New
803	EIM Emerson Investment Management Boston, Massachusetts	$1.93M	+$32.4K	1	0.36%	Increased
804	PC Permit Capital West Conshohocken, Pennsylvania	$1.92M	$0	2	1.18%	Maintained
805	CSM Central Square Management Naperville, Illinois	$1.91M	+$1.95M	1	1.92%	New
806	WBC Westpac Banking Corp Sydney, Australia	$1.9M	-$1.5M	3	0.02%	Reduced
807	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.89M	-$43.2K	2	0.02%	Reduced
808	Vident Investment Advisory Alpharetta, Georgia	$1.88M	+$496K	3	0.25%	Increased
809	LG Laidlaw Group Bedford Hills, New York	$1.86M	-$7.6K	1	0.89%	Reduced
810	GWM Gupta Wealth Management San Diego, California	$1.85M	+$84.9K	5	0.46%	Increased
811	KIG Kessler Investment Group Columbus, Indiana	$1.85M	+$4.19K	3	2.96%	Increased
812	WB Webster Bank Waterbury, Connecticut	$1.85M	-$1.9M	2	0.31%	Reduced
813	LIM Loudon Investment Management West Lebanon, New Hampshire	$1.83M	$0	1	1.39%	Maintained
814	GEM Global Endowment Management Charlotte, North Carolina	$1.81M	$0	1	0.25%	Maintained
815	CDH Charles D. Hyman	$1.8M	+$905K	1	0.29%	Increased
816	OA Outfitter Advisors Mclean, Virginia	$1.79M	-$14.3K	1	0.69%	Reduced
817	Horizon Kinetics New York	$1.79M	+$97.4K	2	0.03%	Increased
818	O'Shaughnessy Asset Management Stamford, Connecticut	$1.79M	-$276K	3	0.04%	Reduced
819	FAS Formuepleje A/S Aarhus C, Denmark	$1.79M	$0	1	0.21%	Maintained
820	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.78M	-$8.53K	1	1.82%	Reduced
821	EI EAM Investors Solana Beach, California	$1.77M	-$10.1K	1	0.21%	Reduced
822	Sterling Capital Management Charlotte, North Carolina	$1.77M	-$12.7K	1	0.02%	Reduced
823	Ronald Blue & Co Roswell, Georgia	$1.76M	+$55.6K	3	0.08%	Increased
824	Jane Street New York	$1.76M	-$39.5M	5	0.01%	Reduced
825	WRM Westport Resources Management Westport, Connecticut	$1.75M	-$14.7K	3	0.49%	Reduced