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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	Stephens Investment Management Group Houston, Texas	$44.5M	-$3M	2	0.96%	Reduced
227	HC Hillman Company Pittsburgh, Pennsylvania	$43.9M	$0	1	13.38%	Maintained
228	GQG Partners Ft. Lauderdale, Florida	$42.9M	+$40.6M	2	1.11%	New
229	Macquarie Group Sydney, NSW 2000, Australia	$42.7M	+$1.07M	7	0.08%	Increased
230	CAM ClariVest Asset Management San Diego, California	$41.9M	-$1.16M	2	0.72%	Reduced
231	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$41.9M	+$7.08M	6	0.09%	Increased
232	ACM Atlanta Capital Management Atlanta, Georgia	$41.7M	-$428K	1	0.22%	Reduced
233	Commonwealth Equity Services Waltham, Massachusetts	$41.6M	-$895K	9	0.23%	Reduced
234	Oaktree Capital Management Los Angeles, California	$41M	+$933K	1	0.65%	Increased
235	Bartlett & Co Wealth Management Cincinnati, Ohio	$40.8M	+$41M	5	1.68%	New
236	Bartlett & Co Cincinnati, Ohio	$40.5M	-$1.33M	5	1.67%	Reduced
237	ACI AMP Capital Investors Sydney, Australia	$40.3M	-$446K	4	0.23%	Reduced
238	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$40.2M	+$22.8M	1	26.99%	Increased
239	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$40.1M	+$21.2M	2	0.37%	Increased
240	AR Advisory Research Chicago, Illinois	$39.3M	+$452K	3	0.71%	Increased
241	TCG Tremblant Capital Group West Palm Beach, Florida	$38.6M	-$3.74M	1	2.45%	Reduced
242	Mackenzie Financial Toronto Ontario, Ontario, Canada	$38.3M	+$21M	7	0.1%	Increased
243	Squarepoint New York	$37.9M	-$536K	6	0.6%	Reduced
244	TBC Tweedy, Browne Co Stamford, Connecticut	$37.7M	-$2.16M	1	1.16%	Reduced
245	Janney Montgomery Scott Philadelphia, Pennsylvania	$37.6M	+$2.1M	6	0.38%	Increased
246	CC Carbonado Capital New York	$37.6M	$0	1	9.1%	Maintained
247	Moore Capital Management New York	$37M	+$21.5M	1	0.74%	Increased
248	British Columbia Investment Management Victoria, British Columbia, Canada	$37M	-$9.5M	3	0.28%	Reduced
249	LPL Financial San Diego, California	$36.1M	+$3.58M	10	0.1%	Increased
250	Bahl & Gaynor Cincinnati, Ohio	$35.7M	-$329K	4	0.39%	Reduced