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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	Perkins Investment Management Chicago, Illinois	$35.1M	+$7.42M	1	0.45%	Increased
227	Glenview Trust Louisville, Kentucky	$34.3M	+$35.4M	5	2.84%	New
228	Tocqueville Asset Management New York	$34.3M	-$7.52M	2	0.44%	Reduced
229	Macquarie Group Sydney, NSW 2000, Australia	$33.8M	+$7.11M	5	0.06%	Increased
230	Kornitzer Capital Management Shawnee Mission, Kansas	$33.4M	-$2.99M	6	0.63%	Reduced
231	Conestoga Capital Advisors Wayne, Pennsylvania	$33.3M	+$4.59M	1	2.22%	Increased
232	Huntington National Bank Columbus, Ohio	$33.2M	+$995K	9	0.6%	Increased
233	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$33M	-$11.1M	5	0.19%	Reduced
234	William Blair Investment Management Chicago, Illinois	$32.9M	-$101M	4	0.13%	Reduced
235	TBC Tweedy, Browne Co Stamford, Connecticut	$32.8M	-$186K	1	1.02%	Reduced
236	GI Gavea Investimentos Rj, Brazil	$32.7M	+$34.7M	1	35%	New
237	CCP Clarkston Capital Partners Rochester, Michigan	$32M	+$6.76M	2	1.52%	Increased
238	ZDA Zweig-DiMenna Associates New York	$32M	-$3.41M	2	2.3%	Reduced
239	OCM Osterweis Capital Management San Francisco, California	$31.8M	-$4.34M	1	2.29%	Reduced
240	BNP Paribas Financial Markets Paris, France	$31.2M	+$15.2M	9	0.15%	Increased
241	US Bancorp Minneapolis, Minnesota	$31.2M	-$3.46M	10	0.11%	Reduced
242	MLICM Metropolitan Life Insurance Company (MetLife) New York	$31.1M	-$697K	6	0.22%	Reduced
243	MC Maplelane Capital New York	$30.7M	+$15.9M	1	1.28%	Increased
244	MGM Miura Global Management New York	$30.7M	-$31.8M	1	6.7%	Reduced
245	TPI Tesco Pension Investment London, United Kingdom	$30.5M	+$33.5M	1	0.97%	New
246	ANI American National Insurance Galveston, Texas	$30.3M	$0	5	1.76%	Maintained
247	Frontier Capital Management Boston, Massachusetts	$30.3M	+$218K	1	0.23%	Increased
248	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$29.5M	+$29.3M	1	15.14%	Increased
249	Brown Advisory Baltimore, Maryland	$29.1M	-$7M	7	0.1%	Reduced
250	Fifth Third Bancorp Cincinnati, Ohio	$28.8M	-$1.97M	8	0.23%	Reduced