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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	ZDA Zweig-DiMenna Associates New York	$40.1M	+$9.41M	1	2.37%	Increased
202	SAM Scopus Asset Management New York	$40.1M	+$37.5M	1	1.09%	New
203	CIP Champlain Investment Partners Burlington, Vermont	$40.1M	+$2.38M	1	0.69%	Increased
204	GA Glenhill Advisors New York	$40M	+$451K	1	3.62%	Increased
205	Bartlett & Co Cincinnati, Ohio	$39.4M	+$546K	5	1.96%	Increased
206	Bradley Foster & Sargent Hartford, Connecticut	$39.2M	+$5.95K	3	2.03%	Increased
207	Adage Capital Partners Boston, Massachusetts	$38.6M	+$5.98M	3	0.11%	Increased
208	ROIC Route One Investment Company San Francisco, California	$38.3M	+$35.1M	1	6.51%	Increased
209	TA Tiptree Advisors New York	$38.2M	+$8.33M	1	10.07%	Increased
210	Jennison Associates New York	$38.1M	-$115M	1	0.04%	Reduced
211	Moore Capital Management New York	$37.9M	-$1.34M	2	0.78%	Reduced
212	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$37.9M	+$2.3M	1	14.15%	Increased
213	US Bancorp Minneapolis, Minnesota	$37.8M	+$623K	10	0.16%	Increased
214	USS Investment Management London, United Kingdom	$37.7M	$0	1	0.68%	Maintained
215	Axa Paris, France	$36.6M	-$8.91M	5	0.16%	Reduced
216	B BP London, United Kingdom	$36.5M	+$31.7M	3	1.22%	Increased
217	NEAM New England Asset Management Farmington, Connecticut	$35.6M	-$10.1K	2	0.89%	Reduced
218	ING Group Amsterdam, Netherlands	$35.1M	+$4.43M	3	0.19%	Increased
219	PCM Palestra Capital Management New York	$34.5M	+$4.06M	1	4.42%	Increased
220	RHBC R.H. Bluestein & Co Birmingham, Michigan	$33.7M	-$2.08M	3	2.23%	Reduced
221	JP Morgan Private Wealth Advisors San Francisco, California	$33.3M	+$3.03M	5	0.61%	Increased
222	State of New Jersey Common Pension Fund D Trenton, New Jersey	$33.3M	+$1.49M	1	1.05%	Increased
223	HL Financial Services Louisville, Kentucky	$33M	+$304K	4	1%	Increased
224	AC Ascend Capital Orinda, California	$32.9M	+$2.07M	1	0.86%	Increased
225	LCM LG Capital Management Owings Mills, Maryland	$32.8M	+$16.4M	2	10.42%	Increased