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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	RAM RWC Asset Management London, United Kingdom	$80.5M	+$4.41M	2	4.15%	Increased
102	Canada Life Winnipeg, Manitoba, Canada	$77.7M	+$3.26M	7	0.14%	Increased
103	Artisan Partners Milwaukee, Wisconsin	$77.3M	+$6.56M	1	0.12%	Increased
104	Squarepoint New York	$75.7M	-$59.8M	10	0.09%	Reduced
105	Causeway Capital Management Los Angeles, California	$74.7M	+$7.78M	2	1.56%	Increased
106	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$73.5M	+$1.15M	1	3.98%	Increased
107	Madison Asset Management Madison, Wisconsin	$72M	+$8.27M	2	0.8%	Increased
108	Russell Investments Group London, United Kingdom	$71.2M	+$13M	9	0.1%	Increased
109	Thompson Siegel & Walmsley Richmond, Virginia	$70.4M	+$5.45M	2	1.18%	Increased
110	Cerity Partners New York	$69.5M	+$6.12M	8	0.14%	Increased
111	CCPM Cooper Creek Partners Management New York	$69.5M	+$50.5M	1	2.12%	Increased
112	Fayez Sarofim & Co Houston, Texas	$68.1M	-$18.2M	3	0.17%	Reduced
113	PNC Financial Services Group Pittsburgh, Pennsylvania	$68M	-$2.25M	11	0.04%	Reduced
114	Vontobel Holding Zurich, Switzerland	$67M	-$15.6M	6	0.24%	Reduced
115	Fort Washington Investment Advisors Cincinnati, Ohio	$66.4M	+$1.29M	2	0.41%	Increased
116	Susquehanna International Group Bala Cynwyd, Pennsylvania	$65.4M	+$15.2M	11	0.01%	Increased
117	National Bank of Canada Montreal, Quebec, Canada	$65.3M	-$40.5M	11	0.07%	Reduced
118	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$64.9M	-$2.33M	4	0.41%	Reduced
119	Wealth Enhancement Advisory Services Plymouth, Minnesota	$64.5M	-$10.1M	9	0.12%	Reduced
120	Aviva London, United Kingdom	$64.3M	+$38.9M	3	0.16%	Increased
121	Principal Financial Group Des Moines, Iowa	$60.6M	+$1.13M	5	0.03%	Increased
122	Private Management Group Irvine, California	$59.2M	+$120K	2	2.11%	Increased
123	First Manhattan New York	$59.2M	+$8.01M	3	0.17%	Increased
124	Loomis, Sayles & Company Boston, Massachusetts	$58.6M	+$330K	3	0.08%	Increased
125	Nomura Asset Management Tokyo, Japan	$56.7M	+$9.24M	6	0.17%	Increased