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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
326	ANI American National Insurance Galveston, Texas	$21.3M	-$33.5K	4	0.8%	Reduced
327	Carrhae Capital London, United Kingdom	$21.3M	+$21.5M	1	4.69%	New
328	CCM Coerente Capital Management Toronto, Ontario, Canada	$21.1M	+$154K	2	4.38%	Increased
329	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$20.8M	+$451K	3	5.08%	Increased
330	AMG National Trust Bank Greenwood Village, Colorado	$20.8M	-$639K	1	0.66%	Reduced
331	MN Services Vermogensbeheer The Hague, Netherlands	$20.7M	+$25.1M	2	0.16%	New
332	Oregon Public Employees Retirement Fund Tigard, Oregon	$20.5M	+$462K	5	0.23%	Increased
333	Jennison Associates New York	$20.4M	+$20.4M	2	0.01%	Increased
334	LCM Lakewood Capital Management New York	$20.4M	-$1.12M	1	0.84%	Reduced
335	Mutual of America Capital Management New York	$20.3M	-$127K	5	0.2%	Reduced
336	D.A. Davidson & Co Great Falls, Montana	$20.2M	+$1.17M	5	0.24%	Increased
337	CQS Credential Qtrade Securities Vancouver,	$20.2M	-$5.81M	2	1.59%	Reduced
338	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$20.1M	+$1.17M	2	1.34%	Increased
339	MetLife Investment Management Whippany, New Jersey	$20M	-$413K	6	0.18%	Reduced
340	CCT Country Club Trust Kansas City, Missouri	$20M	+$28.9K	3	1.75%	Increased
341	HM Payson & Co Portland, Maine	$20M	-$1.87M	6	0.49%	Reduced
342	Nordea Investment Management Stockholm, Sweden	$19.8M	-$1.14M	4	0.03%	Reduced
343	IAM Infusive Asset Management New York	$19.8M	+$106K	2	3.92%	Increased
344	PDM Penn Davis McFarland Dallas, Texas	$19.7M	+$37.8K	1	3.45%	Increased
345	Employees Retirement System of Texas Austin, Texas	$19.6M	+$1.46M	5	0.24%	Increased
346	2 2Xideas Kusnacht, Switzerland	$19.6M	+$2.07M	2	1.75%	Increased
347	Vaughan Nelson Investment Management Houston, Texas	$19.2M	-$9.91M	1	0.19%	Reduced
348	State of Michigan Retirement System Lansing, Michigan	$19.2M	-$1.37M	4	0.11%	Reduced
349	Squarepoint New York	$18.9M	-$22.3M	6	0.07%	Reduced
350	MAI Capital Management Independence, Ohio	$18.9M	-$409K	3	0.38%	Reduced