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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
51	VOYA Investment Management Atlanta, Georgia	$306M	+$100M	6	0.63%	Increased
52	London Company of Virginia Richmond, Virginia	$305M	+$6.8M	2	2.35%	Increased
53	CIP Champlain Investment Partners Burlington, Vermont	$292M	-$30.9M	5	2.14%	Reduced
54	P Pitcairn Conshohocken, Pennsylvania	$288M	-$1.42M	5	26.64%	Reduced
55	Macquarie Group Sydney, NSW 2000, Australia	$288M	+$53.2M	7	0.41%	Increased
56	AQR Capital Management Greenwich, Connecticut	$282M	-$55.9M	6	0.32%	Reduced
57	Raymond James Financial Services Advisors St. Petersburg, Florida	$272M	+$7M	8	0.87%	Increased
58	Principal Financial Group Des Moines, Iowa	$268M	-$891K	8	0.22%	Reduced
59	Bank of Montreal Toronto, Ontario, Canada	$264M	+$30.6M	13	0.2%	Increased
60	LSV Asset Management Chicago, Illinois	$251M	+$4.72M	1	0.39%	Increased
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$246M	+$4.55M	5	0.19%	Increased
62	California Public Employees Retirement System Sacramento, California	$244M	+$1.2M	7	0.22%	Increased
63	BP BBR Partners New York	$243M	-$208K	3	26.61%	Reduced
64	Gabelli Funds Rye, New York	$243M	-$11.3M	8	1.57%	Reduced
65	Nuveen Charlotte, North Carolina	$241M	-$4.06M	6	0.09%	Reduced
66	Lazard Asset Management New York	$240M	-$166M	5	0.34%	Reduced
67	Deutsche Bank Frankfurt Am Main Ge, Germany	$238M	-$26.6M	11	0.15%	Reduced
68	Davenport & Co Richmond, Virginia	$228M	+$9.31M	4	2.43%	Increased
69	UBS AM Chicago, Illinois	$225M	+$8.31M	7	0.14%	Increased
70	AllianceBernstein Nashville, Tennessee	$225M	-$79.8M	7	0.13%	Reduced
71	Swiss National Bank Zurich, Switzerland	$218M	-$14.4M	6	0.22%	Reduced
72	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$218M	-$189K	5	1.15%	Reduced
73	First Eagle Investment Management New York	$207M	+$43.2M	1	0.57%	Increased
74	CCP Clarkston Capital Partners Rochester, Michigan	$204M	+$10.4M	3	6%	Increased
75	BNP Paribas Financial Markets Paris, France	$193M	+$35.2M	11	0.35%	Increased