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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	Markel Group Glen Allen, Virginia	$308M	+$16.4K	3	4.26%	Increased
52	Westwood Global Investments Boston, Massachusetts	$306M	+$17.5M	1	19.8%	Increased
53	HSBC Holdings London, United Kingdom	$296M	+$131M	9	0.35%	Increased
54	P Pitcairn Conshohocken, Pennsylvania	$293M	-$32.2K	5	20.78%	Reduced
55	UBS AM Chicago, Illinois	$287M	-$9M	8	0.13%	Reduced
56	LSV Asset Management Chicago, Illinois	$283M	-$7.35M	2	0.48%	Reduced
57	Ruffer LLP London, United Kingdom	$279M	+$83.5M	3	8.52%	Increased
58	Macquarie Group Sydney, NSW 2000, Australia	$275M	+$10.9M	8	0.39%	Increased
59	Raymond James Financial Services Advisors St. Petersburg, Florida	$274M	+$12.7M	11	0.62%	Increased
60	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$273M	-$21.1M	3	2.49%	Reduced
61	BP BBR Partners New York	$269M	-$12.2M	2	22.12%	Reduced
62	CIP Champlain Investment Partners Burlington, Vermont	$255M	+$31.7M	2	1.33%	Increased
63	Artisan Partners Milwaukee, Wisconsin	$250M	+$49.1M	1	0.32%	Increased
64	Principal Financial Group Des Moines, Iowa	$245M	-$21.1M	8	0.17%	Reduced
65	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$236M	-$6.33M	6	0.15%	Reduced
66	Raymond James & Associates St Petersburg, Florida	$235M	+$34.9M	9	0.24%	Increased
67	Bank of Montreal Toronto, Ontario, Canada	$230M	+$30M	15	0.15%	Increased
68	Ameriprise Minneapolis, Minnesota	$227M	+$6.5M	10	0.08%	Increased
69	Credit Suisse Zurich, Switzerland	$226M	+$124K	11	0.12%	Increased
70	Eaton Vance Management Boston, Massachusetts	$223M	+$27.2M	8	0.33%	Increased
71	AKO Capital London, United Kingdom	$213M	+$122M	2	2.63%	Increased
72	D.E. Shaw & Co New York	$208M	-$2.95M	12	0.2%	Reduced
73	Davenport & Co Richmond, Virginia	$208M	+$21.9M	4	1.95%	Increased
74	Victory Capital Management San Antonio, Texas	$203M	-$5.42M	5	0.21%	Reduced
75	LT Lindsell Train London, United Kingdom	$201M	+$5.14M	2	2.84%	Increased