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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
1001	HPCM High Pointe Capital Management Chicago, Illinois	$817K	+$14.9K	1	0.38%	Increased
1002	PCM Price Capital Management Lafayette, Louisiana	$817K	+$805K	1	1.01%	New
1003	SI SII Investments Appleton, Wisconsin	$815K	-$205K	1	0.09%	Reduced
1004	PAM PartnerRe Asset Management Greenwich, Connecticut	$813K	-$86.1K	3	0.14%	Reduced
1005	VFS VSR Financial Services Overland Park, Kansas	$810K	-$958	2	0.09%	Reduced
1006	Thornburg Investment Management Santa Fe, New Mexico	$808K	-$19M	1	0.01%	Reduced
1007	HCM Highlander Capital Management Short Hills, New Jersey	$786K	+$50.7K	3	0.74%	Increased
1008	QS Investors New York	$781K	-$31.3K	3	0.01%	Reduced
1009	NAM Needelman Asset Management Ladera Ranch, California	$766K	+$30.5K	1	2.52%	Increased
1010	OAM Occidental Asset Management Burlingame, California	$761K	-$25K	1	1.07%	Reduced
1011	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$757K	-$1M	1	0.37%	Reduced
1012	RIL Rothschild Investment LLC Chicago, Illinois	$747K	$0	2	0.1%	Maintained
1013	CCG Cypress Capital Group Palm Beach, Florida	$743K	-$22.2K	2	0.18%	Reduced
1014	BO BRR OpCo Columbus, Ohio	$733K	-$16.4K	1	0.31%	Reduced
1015	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$731K	-$29K	1	0.1%	Reduced
1016	FPCM Financial Partners Capital Management New York	$730K	$0	1	0.18%	Maintained
1017	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$729K	+$448K	1	0.13%	Increased
1018	CEP Chicago Equity Partners Chicago, Illinois	$709K	+$200K	1	0.02%	Increased
1019	OMERS Administration Corp Toronto, Ontario, Canada	$707K	+$743K	1	0.02%	New
1020	ESCM Echo Street Capital Management New York	$694K	+$729K	1	0.03%	New
1021	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$691K	$0	1	0.26%	Maintained
1022	CA Cornerstone Advisors Asheville, North Carolina	$689K	+$679K	1	0.16%	New
1023	Bridgewater Associates Westport, Connecticut	$687K	+$722K	1	0.01%	New
1024	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$685K	+$7.89K	1	0.19%	Increased
1025	Global X Management Company New York	$682K	-$67.2K	6	0.05%	Reduced