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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	PEAK6 Group Chicago, Illinois	$46.4M	-$4.21M	6	0.27%	Reduced
202	Canada Life Winnipeg, Manitoba, Canada	$46.4M	-$4.23M	6	0.12%	Reduced
203	FI Focused Investors Los Angeles, California	$46.1M	-$10.2M	1	1.96%	Reduced
204	Pictet Asset Management (UK) London, United Kingdom	$46M	+$2M	3	0.14%	Increased
205	FCM Freshford Capital Management Rye Brook, New York	$45.4M	-$3.63M	1	13.71%	Reduced
206	Comerica Bank Dallas, Texas	$42.6M	-$1.7M	8	0.32%	Reduced
207	HSC Harbor Spring Capital New York	$41.8M	-$6.23M	1	5.05%	Reduced
208	FFA First Foundation Advisors Irvine, California	$41.6M	-$12.9M	4	2.45%	Reduced
209	SJIC St. James Investment Company Southlake, Texas	$41.4M	-$33.5M	2	5.12%	Reduced
210	Huntington National Bank Columbus, Ohio	$41.4M	+$502K	9	0.73%	Increased
211	Wolverine Trading Chicago, Illinois	$40.6M	+$18.2M	5	0.19%	Increased
212	Bartlett & Co Cincinnati, Ohio	$39.7M	-$559K	5	1.79%	Reduced
213	Stephens Investment Management Group Houston, Texas	$39.1M	-$4.46M	2	0.94%	Reduced
214	Glenview Trust Louisville, Kentucky	$38.9M	-$1.28M	5	3.02%	Reduced
215	Korea Investment Corp Seoul, South Korea	$38.4M	+$11.9M	3	0.18%	Increased
216	Conestoga Capital Advisors Wayne, Pennsylvania	$38.2M	+$3.02M	1	1.99%	Increased
217	Aviva London, United Kingdom	$38.1M	-$802K	5	0.21%	Reduced
218	KBC Group Brussels, Belgium	$38M	+$5.23M	4	0.37%	Increased
219	Kornitzer Capital Management Shawnee Mission, Kansas	$37.9M	-$2.5M	6	0.66%	Reduced
220	ACM Atlanta Capital Management Atlanta, Georgia	$37.5M	+$1.64M	1	0.22%	Increased
221	Axa Paris, France	$37.5M	+$10M	4	0.17%	Increased
222	HC Hillman Company Pittsburgh, Pennsylvania	$37.3M	+$1.64M	1	11.91%	Increased
223	Nordea Investment Management Stockholm, Sweden	$37.3M	+$1.55M	4	0.09%	Increased
224	Natixis Advisors Boston, Massachusetts	$37.1M	-$11.5M	6	0.4%	Reduced
225	British Columbia Investment Management Victoria, British Columbia, Canada	$36.9M	-$1.75M	3	0.29%	Reduced