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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
276	CBT Capital Bank & Trust Irvine, California	$21.5M	+$3.16M	2	0.29%	Increased
277	FC Fairpointe Capital Chicago, Illinois	$21.4M	+$434K	1	3.43%	Increased
278	Stephens Investment Management Group Houston, Texas	$21.4M	+$1.97M	2	0.38%	Increased
279	LCM Lakewood Capital Management New York	$21.2M	-$4.14M	1	1.02%	Reduced
280	Arizona State Retirement System Phoenix, Arizona	$21.2M	+$4.84M	5	0.21%	Increased
281	Cullen Capital Management New York	$20.1M	-$9.26M	1	1.17%	Reduced
282	Boston Partners Boston, Massachusetts	$20.1M	-$1.1M	2	0.04%	Reduced
283	Panagora Asset Management Boston, Massachusetts	$19.8M	-$588K	7	0.12%	Reduced
284	CP Cumberland Partners Toronto, Ontario, Canada	$19.5M	+$7.26M	2	2.04%	Increased
285	Bridgeway Capital Management Houston, Texas	$19.4M	-$12.6M	1	0.45%	Reduced
286	CQS Credential Qtrade Securities Vancouver,	$19.4M	+$499K	2	2.23%	Increased
287	Royal London Asset Management United Kingdom	$19.3M	+$93.1K	4	0.12%	Increased
288	Rockefeller Capital Management New York	$18.7M	+$3.95M	7	0.18%	Increased
289	Carillon Tower Advisers St. Petersburg, Florida	$18.7M	-$34.2M	2	0.25%	Reduced
290	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$18.6M	+$193K	1	0.77%	Increased
291	Pinnacle Associates New York	$18.5M	-$98.8K	2	0.44%	Reduced
292	RIG Roosevelt Investment Group New York	$18.1M	+$788K	1	1.47%	Increased
293	Maverick Capital Dallas, Texas	$18.1M	-$5.22M	5	0.34%	Reduced
294	MetLife Investment Management Whippany, New Jersey	$18M	-$808K	5	0.2%	Reduced
295	ACI AMP Capital Investors Sydney, Australia	$18M	-$4.31M	4	0.11%	Reduced
296	TPSF Texas Permanent School Fund Austin, Texas	$17.8M	+$1.4M	5	0.24%	Increased
297	Clark Capital Management Group Philadelphia, Pennsylvania	$17.8M	-$587K	1	0.34%	Reduced
298	William Blair & Company Chicago, Illinois	$17.7M	-$119K	5	0.07%	Reduced
299	Oppenheimer Asset Management New York	$17.5M	-$4.41M	5	0.34%	Reduced
300	SJIC St. James Investment Company Southlake, Texas	$17.5M	-$936K	1	2.43%	Reduced