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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
101	Stifel Financial St. Louis, Missouri	$160M	+$991K	8	0.24%	Increased
102	Citigroup New York	$160M	+$15.3M	13	0.1%	Increased
103	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$159M	+$1.93M	5	0.74%	Increased
104	AGF Investments Inc Toronto, Ontario, Canada	$154M	+$30.2M	1	1.15%	Increased
105	EMG ETF Managers Group Summit, New Jersey	$152M	+$58.7M	2	2.47%	Increased
106	Fayez Sarofim & Co Houston, Texas	$151M	-$628K	3	0.51%	Reduced
107	Russell Investments Group London, United Kingdom	$150M	+$26.6M	7	0.25%	Increased
108	Gates Capital Management New York	$145M	-$2.77M	1	4.19%	Reduced
109	RhumbLine Advisers Boston, Massachusetts	$144M	-$431K	8	0.19%	Reduced
110	Barclays London, United Kingdom	$143M	+$7.51M	11	0.07%	Increased
111	JP Morgan Private Wealth Advisors San Francisco, California	$141M	+$20.5M	9	0.36%	Increased
112	River Road Asset Management Louisville, Kentucky	$139M	-$27.5M	1	1.5%	Reduced
113	ProShare Advisors Bethesda, Maryland	$139M	+$12.5M	5	0.41%	Increased
114	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$138M	-$2.93M	7	0.17%	Reduced
115	PNC Financial Services Group Pittsburgh, Pennsylvania	$138M	-$1.05M	12	0.13%	Reduced
116	Eagle Asset Management St Petersburg, Florida	$138M	+$19.7M	1	0.59%	Increased
117	Victory Capital Management San Antonio, Texas	$136M	-$56.4M	6	0.13%	Reduced
118	Pictet Asset Management (UK) London, United Kingdom	$127M	+$55.5M	5	0.14%	Increased
119	Bank Julius Baer & Co Zurich, Switzerland	$124M	+$4.58M	4	0.79%	Increased
120	AQR Capital Management Greenwich, Connecticut	$124M	-$12.6M	7	0.21%	Reduced
121	Cullen Capital Management New York	$120M	-$7.62M	1	1.16%	Reduced
122	First Manhattan New York	$116M	+$5.72M	7	0.42%	Increased
123	Neuberger Berman Group New York	$114M	+$8.97M	8	0.1%	Increased
124	Vontobel Asset Management New York	$112M	-$76.7M	1	0.58%	Reduced
125	California Public Employees Retirement System Sacramento, California	$108M	-$60.5M	3	0.08%	Reduced