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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
201	Bradley Foster & Sargent Hartford, Connecticut	$31.9M	+$9.58M	3	1.86%	Increased
202	Millennium Management New York	$31.9M	+$1.55M	7	0.1%	Increased
203	Cooke & Bieler Philadelphia, Pennsylvania	$31.6M	-$1.7M	1	0.75%	Reduced
204	SCM SeaStone Capital Management New York	$31.6M	-$2.15M	1	3.99%	Reduced
205	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$31.3M	-$9.31M	2	0.15%	Reduced
206	Suntrust Banks Atlanta, Georgia	$31.3M	+$22.3M	6	0.12%	Increased
207	NFA Nationwide Fund Advisors Columbus, Ohio	$30.8M	+$81.3K	6	0.14%	Increased
208	CIP Champlain Investment Partners Burlington, Vermont	$30.8M	+$2.04M	1	0.58%	Increased
209	Jane Street New York	$30.3M	+$27M	6	0.36%	Increased
210	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$29.8M	+$13.8M	1	1.87%	Increased
211	Boston Trust Walden Boston, Massachusetts	$29.7M	-$900K	3	0.45%	Reduced
212	BlackRock Japan Tokyo, Japan	$29.6M	+$317K	3	0.14%	Increased
213	DCM Dupont Capital Management Wilmington, Delaware	$29.3M	-$21.8M	2	0.54%	Reduced
214	LT Lindsell Train London, United Kingdom	$29.1M	+$1.72M	1	5.81%	Increased
215	SEI Trust Company Oaks, Pennsylvania	$28.2M	-$18.1M	5	0.31%	Reduced
216	HCM Highfields Capital Management Boston, Massachusetts	$28M	+$26.9M	1	0.22%	New
217	Credit Agricole Montrouge Cedex, France	$27.9M	+$28.5M	4	0.12%	New
218	RNC Capital Management Los Angeles, California	$27.5M	+$1.03M	1	2.77%	Increased
219	JP Morgan Private Wealth Advisors San Francisco, California	$27.5M	+$1.99M	4	0.62%	Increased
220	RG Renaissance Group Covington, Kentucky	$27.3M	-$269K	3	1.16%	Reduced
221	WAM World Asset Management Detroit, Michigan	$27.2M	-$4M	7	0.68%	Reduced
222	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$26.7M	-$531K	5	0.24%	Reduced
223	Cohen & Steers New York	$26.4M	-$827K	1	0.09%	Reduced
224	Loews Corp New York	$26.2M	+$1.36M	1	0.15%	Increased
225	APG Asset Management Amsterdam, Netherlands	$26M	-$5.71M	4	0.08%	Reduced