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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	United Capital Financial Advisors Irving, Texas	$37.9M	+$3.14M	6	0.25%	Increased
202	SJIC St. James Investment Company Southlake, Texas	$37.5M	-$3.26M	1	3.6%	Reduced
203	Bahl & Gaynor Cincinnati, Ohio	$37.3M	-$7.5M	3	0.28%	Reduced
204	HM Payson & Co Portland, Maine	$37.3M	-$333K	7	1.34%	Reduced
205	Kornitzer Capital Management Shawnee Mission, Kansas	$37.2M	-$371K	5	0.66%	Reduced
206	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$36.5M	+$6.46M	3	0.26%	Increased
207	BNP Paribas Asset Management Paris, France	$36.1M	+$4.92M	5	0.29%	Increased
208	Cubist Systematic Strategies Stamford, Connecticut	$35.9M	+$28.2M	8	0.66%	Increased
209	Obermeyer Wealth Partners Aspen, Colorado	$35.9M	-$681K	2	3.23%	Reduced
210	DCM Dupont Capital Management Wilmington, Delaware	$35.8M	-$11.4M	4	0.82%	Reduced
211	Bartlett & Co Wealth Management Cincinnati, Ohio	$35.5M	-$378K	6	1.32%	Reduced
212	Bartlett & Co Cincinnati, Ohio	$35.5M	-$378K	6	1.32%	Reduced
213	Great Lakes Advisors Chicago, Illinois	$34.6M	+$1.09M	3	0.75%	Increased
214	Första AP-fonden Stockholm, Sweden	$34.4M	$0	1	1.55%	Maintained
215	DekaBank Deutsche Girozentrale Frankfurt, Germany	$34.2M	+$23.8M	5	0.17%	Increased
216	Bradley Foster & Sargent Hartford, Connecticut	$34.2M	-$582K	2	1.13%	Reduced
217	Gates Capital Management New York	$34.1M	-$54.8M	1	1.43%	Reduced
218	Asset Management One Tokyo, Japan	$34.1M	+$3.83M	5	0.17%	Increased
219	Boston Trust Walden Boston, Massachusetts	$33.4M	-$195K	4	0.43%	Reduced
220	GD Grandfield & Dodd New York	$33.2M	+$165K	2	3.28%	Increased
221	Jupiter Investment Management London, United Kingdom	$33M	-$35.3M	1	0.34%	Reduced
222	First Manhattan New York	$32.9M	-$2.35M	5	0.18%	Reduced
223	Squarepoint New York	$32.2M	+$18.3M	7	0.31%	Increased
224	LCM Landscape Capital Management Englewood, New Jersey	$32.1M	+$28.2M	4	2.56%	Increased
225	BB&T Securities Richmond, Virginia	$31.8M	-$4.26M	6	0.29%	Reduced