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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	Asset Management One Tokyo, Japan	$29.3M	+$23.8K	4	0.13%	Increased
252	Arrowstreet Capital Boston, Massachusetts	$29M	-$19.7M	1	0.04%	Reduced
253	Comerica Bank Dallas, Texas	$28.9M	+$30M	8	0.15%	New
254	VanEck Associates New York	$28.8M	-$138M	5	0.06%	Reduced
255	Klingenstein Fields & Co New York	$28.8M	+$66.3K	1	1.4%	Increased
256	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$28.5M	$0	1	23.21%	Maintained
257	RAM RWC Asset Management London, United Kingdom	$28.2M	+$423K	1	1.84%	Increased
258	CGIM Capital Group Investment Management Raffles Quay, Singapore	$28M	-$10.7M	2	1.83%	Reduced
259	Connectus Wealth Cincinnati, Ohio	$28M	-$436K	2	0.62%	Reduced
260	Great Lakes Advisors Chicago, Illinois	$27.8M	-$347K	4	0.25%	Reduced
261	River Road Asset Management Louisville, Kentucky	$27.5M	-$4.93M	1	0.39%	Reduced
262	Brandes Investment Partners La Jolla, California	$27.4M	+$1.05M	3	0.53%	Increased
263	CIBC Private Wealth Group Atlanta, Georgia	$27.3M	+$2.54M	5	0.06%	Increased
264	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$27.2M	-$170	2	2.16%	Reduced
265	Brown Advisory Baltimore, Maryland	$26.9M	-$900K	4	0.04%	Reduced
266	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$26.9M	-$7.99M	1	0.1%	Reduced
267	GWI Grace & White Inc Ny, New York	$26.8M	$0	2	5%	Maintained
268	Capital International Inc Los Angeles, California	$26.7M	+$200K	2	0.51%	Increased
269	PE Point72 Europe London, United Kingdom	$26.6M	+$1.06M	1	1.63%	Increased
270	RC RBO & Co Saint Helena, California	$26.2M	-$361K	2	4.76%	Reduced
271	OFI Invest Asset Management Paris, France	$26.2M	+$11.7M	2	0.94%	Increased
272	Westwood Holdings Group Dallas, Texas	$26.1M	+$3.2M	1	0.24%	Increased
273	Border to Coast Pensions Partnership Leeds, United Kingdom	$26.1M	$0	1	0.69%	Maintained
274	Walleye Capital New York	$26M	+$12.8M	7	0.07%	Increased
275	MGCM Mane Global Capital Management New York	$25.9M	-$23M	1	2.31%	Reduced