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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	SRS Investment Management New York	$43.3M	+$41.9M	1	1.46%	New
227	Chevy Chase Trust Bethesda, Maryland	$43.3M	+$143K	5	0.25%	Increased
228	SI Squadra Investments Rio De Janeiro, Brazil	$43.2M	-$5.36M	1	37.95%	Reduced
229	Bradley Foster & Sargent Hartford, Connecticut	$43.1M	-$335K	3	1.97%	Reduced
230	Bartlett & Co Cincinnati, Ohio	$41.8M	-$578K	5	2.15%	Reduced
231	United Capital Financial Advisors Irving, Texas	$41.6M	-$5.26M	6	0.48%	Reduced
232	AT Alliance Trust Dundee, Scotland, United Kingdom	$41.3M	-$921K	1	1.93%	Reduced
233	AGA Altrinsic Global Advisors Stamford, Connecticut	$40.9M	-$10.4M	2	1.06%	Reduced
234	RIG Raveneur Investment Group New York	$40.5M	-$2.71M	2	14.55%	Reduced
235	NFA Nationwide Fund Advisors Columbus, Ohio	$39.8M	-$10.5M	6	0.17%	Reduced
236	B BP London, United Kingdom	$39.4M	-$2.73M	4	1.61%	Reduced
237	Federated Hermes Pittsburgh, Pennsylvania	$39.1M	-$7.55M	7	0.12%	Reduced
238	BAPIM British Airways Pensions Investment Management London, United Kingdom	$38.8M	$0	2	1.2%	Maintained
239	Glenview Trust Louisville, Kentucky	$38.7M	+$39.4M	5	4.02%	New
240	BNP Paribas Financial Markets Paris, France	$38.6M	+$6.36M	9	0.19%	Increased
241	Raymond James Financial Services Advisors St. Petersburg, Florida	$38.6M	+$774K	4	0.45%	Increased
242	CC Carlson Capital Dallas, Texas	$37.6M	+$4.7M	2	0.42%	Increased
243	M&T Bank Buffalo, New York	$37.3M	-$975K	6	0.25%	Reduced
244	CAM ClariVest Asset Management San Diego, California	$36.8M	-$742K	1	1.04%	Reduced
245	Citigroup New York	$36.8M	-$28.5M	10	0.04%	Reduced
246	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$36.8M	+$35.6M	3	0.48%	New
247	US Bancorp Minneapolis, Minnesota	$36.5M	-$109K	9	0.15%	Reduced
248	Axiom Investors Greenwich, Connecticut	$36M	-$31.4M	2	1.16%	Reduced
249	Barclays London, United Kingdom	$35.5M	-$69.6M	9	0.04%	Reduced
250	TBC Tweedy, Browne Co Stamford, Connecticut	$35.3M	-$18.1K	1	1.04%	Reduced