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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	Stephens Investment Management Group Houston, Texas	$45.6M	+$2.71M	2	1.12%	Increased
202	HL Financial Services Louisville, Kentucky	$45.5M	+$6.99M	4	0.93%	Increased
203	United Capital Financial Advisors Irving, Texas	$44.9M	-$524K	6	0.42%	Reduced
204	State of Tennessee, Department of Treasury Nashville, Tennessee	$44.4M	+$21.8M	4	0.21%	Increased
205	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$43M	+$28.1M	6	0.11%	Increased
206	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$42.7M	-$1.8M	1	1.73%	Reduced
207	Comerica Bank Dallas, Texas	$42.5M	+$8.78K	8	0.32%	Increased
208	BNP Paribas Asset Management Paris, France	$42.3M	-$1.5M	6	0.39%	Reduced
209	Pictet Asset Management (UK) London, United Kingdom	$41.6M	-$359K	3	0.14%	Reduced
210	Envestnet Asset Management Chicago, Illinois	$41.4M	-$822K	8	0.13%	Reduced
211	FCM Freshford Capital Management Rye Brook, New York	$41.3M	+$10.9M	1	15%	Increased
212	HSC Harbor Spring Capital New York	$40.7M	+$39.1M	1	5.84%	New
213	AIM Allen Investment Management New York	$40.1M	+$25.2M	3	2.07%	Increased
214	Kornitzer Capital Management Shawnee Mission, Kansas	$39.9M	+$3.58M	6	0.71%	Increased
215	Bartlett & Co Cincinnati, Ohio	$39.4M	-$226K	6	1.79%	Reduced
216	HHC Hutchin Hill Capital New York	$39.3M	+$34.4M	4	1.07%	Increased
217	CCM Clearfield Capital Management New York	$39M	$0	1	8.52%	Maintained
218	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$38.8M	+$21.7M	2	14.09%	Increased
219	Nordea Investment Management Stockholm, Sweden	$38.3M	+$19.1M	4	0.1%	Increased
220	AGA Altrinsic Global Advisors Stamford, Connecticut	$37.7M	+$12.9M	2	1.28%	Increased
221	Alyeska Investment Group Chicago, Illinois	$37.5M	-$72.8M	1	0.3%	Reduced
222	Conestoga Capital Advisors Wayne, Pennsylvania	$37.4M	+$1.09M	1	2.26%	Increased
223	Glenview Trust Louisville, Kentucky	$37.3M	+$2.11M	5	2.95%	Increased
224	Voloridge Investment Management Jupiter, Florida	$37.2M	+$30.3M	2	0.91%	Increased
225	SCM Stevens Capital Management Radnor, Pennsylvania	$36.8M	+$24.4M	2	1.4%	Increased