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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
76	Ameriprise Minneapolis, Minnesota	$191M	-$18.6M	8	0.08%	Reduced
77	SCCM Schafer Cullen Capital Management New York	$191M	-$8.24M	2	2.24%	Reduced
78	Baird Financial Group Milwaukee, Wisconsin	$189M	+$3.99M	6	0.68%	Increased
79	AKO Capital London, United Kingdom	$182M	+$19.4M	1	3.92%	Increased
80	Ninety One (UK) London, United Kingdom	$180M	+$44.7M	2	0.6%	Increased
81	Raymond James & Associates St Petersburg, Florida	$177M	-$10.4M	8	0.23%	Reduced
82	Russell Investments Group London, United Kingdom	$177M	+$28.5M	9	0.33%	Increased
83	LT Lindsell Train London, United Kingdom	$175M	+$9.88M	2	2.81%	Increased
84	Amundi Asset Management US Boston, Massachusetts	$174M	+$385K	7	0.2%	Increased
85	Stifel Financial St. Louis, Missouri	$174M	+$7.23M	7	0.36%	Increased
86	Schroder Investment Management Group London, United Kingdom	$172M	-$12.7M	5	0.28%	Reduced
87	Fayez Sarofim & Co Houston, Texas	$171M	-$25.8M	3	0.82%	Reduced
88	First Trust Advisors Wheaton, Illinois	$168M	+$55.5M	7	0.29%	Increased
89	New York State Common Retirement Fund Albany, New York	$167M	-$20.5M	6	0.2%	Reduced
90	Confluence Investment Management St. Louis, Missouri	$157M	+$1.06M	1	2.5%	Increased
91	Barclays London, United Kingdom	$154M	+$25.4M	10	0.09%	Increased
92	Millennium Management New York	$151M	+$16.7M	9	0.19%	Increased
93	Citigroup New York	$151M	+$21.9M	11	0.11%	Increased
94	GAMCO Investors Greenwich, Connecticut	$151M	-$5.64M	7	1.2%	Reduced
95	Allianz Asset Management Munich, Germany	$150M	-$6.75M	7	0.14%	Reduced
96	Point72 Asset Management Stamford, Connecticut	$146M	+$146M	2	0.77%	Increased
97	HMP HS Management Partners New York	$143M	+$36.6M	1	4.57%	Increased
98	Mackenzie Financial Toronto Ontario, Ontario, Canada	$139M	+$2.12M	6	0.34%	Increased
99	M&G Investment Management London, United Kingdom	$138M	+$137M	3	1.22%	New
100	PNC Financial Services Group Pittsburgh, Pennsylvania	$136M	-$5.34M	11	0.13%	Reduced