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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	CIP Champlain Investment Partners Burlington, Vermont	$257M	-$22.7M	4	1.85%	Reduced
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$246M	-$22.3M	5	0.17%	Reduced
53	Swiss National Bank Zurich, Switzerland	$244M	+$5.2M	6	0.21%	Increased
54	CCP Clarkston Capital Partners Rochester, Michigan	$240M	+$1.3M	3	6.8%	Increased
55	Principal Financial Group Des Moines, Iowa	$232M	-$4.16M	8	0.2%	Reduced
56	PCM Palestra Capital Management New York	$224M	+$102M	1	5.61%	Increased
57	BP BBR Partners New York	$223M	$0	2	28.19%	Maintained
58	Nuveen Charlotte, North Carolina	$221M	-$2.28M	8	0.09%	Reduced
59	UBS AM Chicago, Illinois	$221M	+$12.1M	7	0.13%	Increased
60	Aberdeen Group Edinburgh, United Kingdom	$200M	-$28.1M	4	0.54%	Reduced
61	Deutsche Bank Frankfurt Am Main Ge, Germany	$197M	+$40.5M	10	0.15%	Increased
62	Durable Capital Partners Bethesda, Maryland	$197M	+$178M	1	2.45%	New
63	LSV Asset Management Chicago, Illinois	$195M	+$28.2M	1	0.4%	Increased
64	Raymond James Financial Services Advisors St. Petersburg, Florida	$195M	-$66K	8	0.62%	Reduced
65	Westwood Global Investments Boston, Massachusetts	$188M	+$55.5M	1	21.88%	Increased
66	Gabelli Funds Rye, New York	$185M	-$10.4M	8	1.51%	Reduced
67	Ameriprise Minneapolis, Minnesota	$173M	+$2.34M	9	0.07%	Increased
68	LT Lindsell Train London, United Kingdom	$172M	+$9.55M	2	2.86%	Increased
69	Bank of Montreal Toronto, Ontario, Canada	$170M	-$1.01M	13	0.15%	Reduced
70	California Public Employees Retirement System Sacramento, California	$160M	-$19.2M	7	0.16%	Reduced
71	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$158M	+$443K	5	0.99%	Increased
72	Baird Financial Group Milwaukee, Wisconsin	$157M	+$9.72M	6	0.59%	Increased
73	Raymond James & Associates St Petersburg, Florida	$152M	+$15.3M	9	0.2%	Increased
74	APG Asset Management Amsterdam, Netherlands	$147M	+$8.09M	3	0.27%	Increased
75	Davenport & Co Richmond, Virginia	$143M	+$33.1M	4	1.75%	Increased