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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
251	TBC Tweedy, Browne Co Stamford, Connecticut	$36M	-$279K	1	1.01%	Reduced
252	MP Manikay Partners New York	$35.9M	+$34M	1	2.73%	New
253	Federated Hermes Pittsburgh, Pennsylvania	$35.9M	-$35.4M	8	0.1%	Reduced
254	RIG Raveneur Investment Group New York	$35.7M	+$2.09M	2	9.8%	Increased
255	CC Carlson Capital Dallas, Texas	$34.9M	+$16.9M	1	0.43%	Increased
256	MLICM Metropolitan Life Insurance Company (MetLife) New York	$34.6M	-$254K	6	0.26%	Reduced
257	HM Payson & Co Portland, Maine	$34.5M	-$1.55M	3	1.72%	Reduced
258	Rathbones Group Liverpool, United Kingdom	$34.4M	-$301K	5	1.9%	Reduced
259	State of Tennessee, Department of Treasury Nashville, Tennessee	$34.4M	-$15.1M	3	0.17%	Reduced
260	Huntington National Bank Columbus, Ohio	$34.1M	+$17.6M	8	0.85%	Increased
261	State of Wisconsin Investment Board Madison, Wisconsin	$34M	+$631K	4	0.14%	Increased
262	ANI American National Insurance Galveston, Texas	$33.8M	$0	5	1.98%	Maintained
263	AGF Investments Inc Toronto, Ontario, Canada	$33.5M	+$31.7M	1	0.37%	New
264	FCM Freshford Capital Management Rye Brook, New York	$31.7M	-$4.95M	1	9.29%	Reduced
265	Brown Advisory Baltimore, Maryland	$31.5M	+$4.48M	6	0.11%	Increased
266	SIC Schwartz Investment Counsel Plymouth, Michigan	$30.4M	$0	1	2.2%	Maintained
267	VOYA Investment Management Atlanta, Georgia	$30.3M	-$10.4M	6	0.07%	Reduced
268	South Texas Money Management San Antonio, Texas	$29.9M	+$1.23M	1	1.68%	Increased
269	WAM World Asset Management Detroit, Michigan	$29.8M	+$1.92M	7	1.14%	Increased
270	Virginia Retirement Systems Richmond, Virginia	$29.8M	+$28.2M	1	0.44%	New
271	DekaBank Deutsche Girozentrale Frankfurt, Germany	$29M	+$4.73M	4	0.33%	Increased
272	ArrowMark Colorado Holdings Denver, Colorado	$29M	+$317K	3	0.59%	Increased
273	British Columbia Investment Management Victoria, British Columbia, Canada	$28.9M	+$7.04M	3	0.25%	Increased
274	CCP Clarkston Capital Partners Rochester, Michigan	$28.7M	+$4.42M	2	1.5%	Increased
275	Macquarie Group Sydney, NSW 2000, Australia	$28.6M	+$1.24M	7	0.06%	Increased