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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
901	MC Micawber Capital Seattle, Washington	$1.73M	-$576K	1	2.76%	Reduced
902	NIC Northwest Investment Counselors Lake Oswego, Oregon	$1.73M	-$16K	2	0.75%	Reduced
903	Picton Mahoney Asset Management Toronto, Ontario, Canada	$1.7M	$0	1	0.13%	Maintained
904	BOK Financial Tulsa, Oklahoma	$1.69M	-$58.3K	4	0.05%	Reduced
905	Verition Fund Management Greenwich, Connecticut	$1.69M	-$337K	2	0.14%	Reduced
906	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.69M	-$483K	4	0.56%	Reduced
907	Calamos Wealth Management Naperville, Illinois	$1.67M	-$13.1K	1	0.23%	Reduced
908	FCI Financial Counselors Inc Overland Park, Kansas	$1.67M	-$20.2K	1	0.08%	Reduced
909	SCA Sippican Capital Advisors Boston, Massachusetts	$1.66M	$0	2	1.7%	Maintained
910	PAM Private Asset Management San Diego, California	$1.65M	-$25.8K	1	0.27%	Reduced
911	Flossbach Von Storch Cologne, Germany	$1.65M	-$1.55M	1	0.02%	Reduced
912	Johnson Investment Counsel Cincinnati, Ohio	$1.64M	-$82.1K	4	0.04%	Reduced
913	BFG Beacon Financial Group Dallas, Texas	$1.64M	-$1.01M	1	0.3%	Reduced
914	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$1.63M	-$152K	1	0.82%	Reduced
915	BSPF British Steel Pension Fund London, United Kingdom	$1.63M	-$401K	1	0.2%	Reduced
916	Voloridge Investment Management Jupiter, Florida	$1.63M	-$3.09M	1	0.04%	Reduced
917	OA Outfitter Advisors Mclean, Virginia	$1.62M	-$16.1K	1	0.57%	Reduced
918	TF Tompkins Financial Ithaca, New York	$1.62M	+$70.1K	2	0.38%	Increased
919	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.62M	-$112K	3	0.55%	Reduced
920	ARGA Investment Management Stamford, Connecticut	$1.61M	+$1.73M	1	0.19%	New
921	DSI Daiwa SB Investments Tokyo, Japan	$1.6M	+$146K	2	0.44%	Increased
922	Caprock Group Boise, Idaho	$1.6M	+$509K	3	0.33%	Increased
923	QAM Quantres Asset Management Cayman, Cayman Islands	$1.59M	-$1.2M	2	1.02%	Reduced
924	SFM Systematic Financial Management Teaneck, New Jersey	$1.59M	+$1.49M	1	0.03%	New
925	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.59M	+$31.7K	1	1.18%	Increased