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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
226	Comerica Bank Dallas, Texas	$40.3M	-$45.1M	8	0.38%	Reduced
227	ACI AMP Capital Investors Sydney, Australia	$40.2M	+$13.7M	6	0.29%	Increased
228	HL Financial Services Louisville, Kentucky	$39.9M	+$2.84M	4	1.13%	Increased
229	AIM Allen Investment Management New York	$39.5M	-$1.89M	3	3.8%	Reduced
230	FCM Freshford Capital Management Rye Brook, New York	$39.1M	-$30.5M	1	8.42%	Reduced
231	Chevy Chase Trust Bethesda, Maryland	$39M	-$3.57M	4	0.24%	Reduced
232	Acadian Asset Management Boston, Massachusetts	$38.9M	+$32.4M	6	0.21%	Increased
233	Bartlett & Co Cincinnati, Ohio	$38.9M	+$268K	5	2.13%	Increased
234	RIG Raveneur Investment Group New York	$38M	+$7.49M	1	12.84%	Increased
235	Picton Mahoney Asset Management Toronto, Ontario, Canada	$37.9M	-$6.11M	2	2.2%	Reduced
236	Bradley Foster & Sargent Hartford, Connecticut	$37.7M	-$3.6M	3	1.86%	Reduced
237	HM Payson & Co Portland, Maine	$37.5M	-$1.34M	3	2.03%	Reduced
238	Baillie Gifford & Co Edinburgh, United Kingdom	$37.3M	-$900K	2	0.07%	Reduced
239	NI Nuance Investments Kansas City, Missouri	$37M	+$2.12M	1	4.04%	Increased
240	Pictet Asset Management (UK) London, United Kingdom	$35.6M	+$8.25M	4	0.16%	Increased
241	UBS O'Connor Chicago, Illinois	$35.6M	+$28.9M	2	0.33%	Increased
242	SEI Investments Oaks, Pennsylvania	$35.3M	+$2.01M	7	0.32%	Increased
243	Winton Group London, United Kingdom	$35.1M	-$16.6M	2	0.28%	Reduced
244	TBC Tweedy, Browne Co Stamford, Connecticut	$34.9M	-$259K	1	1.04%	Reduced
245	Analytic Investors Los Angeles, California	$34.6M	+$36.3M	1	0.46%	New
246	BAPIM British Airways Pensions Investment Management London, United Kingdom	$34.3M	-$10.5M	2	1.17%	Reduced
247	M&T Bank Buffalo, New York	$34.1M	-$364K	6	0.23%	Reduced
248	VOYA Investment Management Atlanta, Georgia	$33.9M	-$1.32M	6	0.09%	Reduced
249	US Bancorp Minneapolis, Minnesota	$33.5M	-$809K	9	0.14%	Reduced
250	CAM ClariVest Asset Management San Diego, California	$33.3M	+$1.05M	2	1%	Increased