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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
301	RC RBO & Co Saint Helena, California	$24.9M	-$18.1K	2	6.26%	Reduced
302	NC Nitorum Capital New York	$24.4M	+$1.78M	1	2.9%	Increased
303	AAM Aureus Asset Management Boston, Massachusetts	$23.4M	-$514K	3	3.62%	Reduced
304	M&T Bank Buffalo, New York	$23.4M	-$551K	6	0.12%	Reduced
305	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$23.3M	+$4.47M	3	0.15%	Increased
306	ACM Academy Capital Management Waco, Texas	$23.2M	-$231K	2	6.41%	Reduced
307	MetLife Investment Management Whippany, New Jersey	$23.2M	+$21.8M	5	0.26%	New
308	Chilton Investment Company Stamford, Connecticut	$23.1M	+$15.1M	3	0.89%	Increased
309	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$23M	-$1.19M	3	0.28%	Reduced
310	Scout Investments Kansas City, Missouri	$22.9M	-$1.34M	1	0.57%	Reduced
311	TGA Trilogy Global Advisors Winter Park, Florida	$22.7M	+$9.64M	1	1.44%	Increased
312	CIBC Private Wealth Group Atlanta, Georgia	$22.6M	+$2.53M	7	0.1%	Increased
313	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$22.5M	+$23.7M	1	15.93%	New
314	DCM Dupont Capital Management Wilmington, Delaware	$22.3M	-$163K	3	0.51%	Reduced
315	Fiera Capital (Canada) Montreal, Quebec, Canada	$22.2M	-$184K	3	0.11%	Reduced
316	NC Northcape Capital Sydney, Australia	$22M	-$14.5M	1	5.53%	Reduced
317	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$21.8M	+$2.23M	8	0.33%	Increased
318	PGGM Investments Zeist, Netherlands	$21.8M	+$20.1M	2	0.12%	New
319	CCMH Cornerstone Capital Management Holdings New York	$21.7M	-$3.33M	4	0.15%	Reduced
320	Robeco Institutional Asset Management Rotterdam, Netherlands	$21.6M	+$12.8M	4	0.11%	Increased
321	Oppenheimer Asset Management New York	$21.5M	-$298K	3	0.57%	Reduced
322	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$21M	+$22.6K	1	0.98%	Increased
323	Walleye Trading New York	$21M	+$15M	2	0.1%	Increased
324	WIM Weitz Investment Management Omaha, Nebraska	$20.9M	-$138K	2	0.87%	Reduced
325	Findlay Park Partners London, United Kingdom	$20.7M	+$2.24M	1	0.2%	Increased