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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	Stifel Financial St. Louis, Missouri	$99.3M	+$2.43M	7	0.1%	Increased
77	RhumbLine Advisers Boston, Massachusetts	$97.7M	+$8.5M	11	0.08%	Increased
78	Capital Research Global Investors Los Angeles, California	$97.3M	-$224M	1	0.02%	Reduced
79	Federated Hermes Pittsburgh, Pennsylvania	$96.6M	+$19.1M	7	0.18%	Increased
80	Marshall Wace London, United Kingdom	$96M	+$68M	9	0.11%	Increased
81	Gabelli Funds Rye, New York	$94.3M	+$314K	7	0.67%	Increased
82	Jane Street New York	$93.4M	+$3.38M	11	0.02%	Increased
83	American Century Companies Kansas City, Missouri	$93M	-$162M	10	0.05%	Reduced
84	Schroder Investment Management Group London, United Kingdom	$92.9M	-$11.2M	3	0.08%	Reduced
85	Natixis Advisors Boston, Massachusetts	$90.7M	-$48.2M	7	0.14%	Reduced
86	Equity Investment Corp Atlanta, Georgia	$90.1M	+$107M	1	1.97%	New
87	River Road Asset Management Louisville, Kentucky	$90M	+$5.91M	3	1.14%	Increased
88	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$89.7M	+$2M	3	0.06%	Increased
89	Victory Capital Management San Antonio, Texas	$89.5M	+$53.3M	6	0.06%	Increased
90	Causeway Capital Management Los Angeles, California	$87.9M	+$10.5M	2	1.39%	Increased
91	Nuveen Charlotte, North Carolina	$87.2M	-$73.9M	7	0.02%	Reduced
92	HSBC Holdings London, United Kingdom	$85.4M	-$6.72M	7	0.05%	Reduced
93	WorldQuant Millennium Advisors New York	$83.8M	+$79.9M	3	0.42%	Increased
94	Thompson Siegel & Walmsley Richmond, Virginia	$83.8M	+$27.6M	2	1.39%	Increased
95	Cambiar Investors Denver, Colorado	$81.2M	+$3.85M	2	3.41%	Increased
96	RAM RWC Asset Management London, United Kingdom	$78.9M	+$9.6M	2	4.16%	Increased
97	Cullen Capital Management New York	$78.8M	-$282K	1	0.9%	Reduced
98	Mitsubishi UFJ Asset Management Tokyo, Japan	$78M	+$3.97M	4	0.06%	Increased
99	D.E. Shaw & Co New York	$77.3M	-$72.2M	8	0.05%	Reduced
100	Two Sigma Advisers New York	$73.1M	-$15.2M	8	0.15%	Reduced