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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
126	SAM Southernsun Asset Management Memphis, Tennessee	$92.3M	+$20.3M	2	10.28%	Increased
127	Qube Research & Technologies (QRT) London, United Kingdom	$91.9M	-$141M	7	0.15%	Reduced
128	TCIM TOMS Capital Investment Management New York	$91.6M	-$27.8M	1	3.83%	Reduced
129	Assenagon Asset Management Senningerberg, Luxembourg	$88.8M	+$39.7M	6	0.21%	Increased
130	Epoch Investment Partners New York	$88.8M	+$18M	2	0.39%	Increased
131	Cullen Capital Management New York	$88.3M	+$27.5M	1	0.98%	Increased
132	D.E. Shaw & Co New York	$87.8M	+$18.4M	11	0.08%	Increased
133	Mitsubishi UFJ Asset Management Tokyo, Japan	$86.7M	+$12.6M	4	0.12%	Increased
134	Wealth Enhancement Advisory Services Plymouth, Minnesota	$86.6M	+$2.81M	8	0.22%	Increased
135	Douglass Winthrop Advisors New York	$86.6M	+$22.5M	5	1.78%	Increased
136	BNP Paribas Financial Markets Paris, France	$85.6M	+$45.4M	11	0.08%	Increased
137	HighTower Advisors Chicago, Illinois	$85.3M	+$163K	10	0.14%	Increased
138	Susquehanna International Group Bala Cynwyd, Pennsylvania	$84.8M	-$18M	15	0.01%	Reduced
139	National Bank of Canada Montreal, Quebec, Canada	$84.8M	+$17.3M	12	0.13%	Increased
140	Corient Private Wealth Miami, Florida	$83.7M	+$1.61M	7	0.15%	Increased
141	Truist Financial Charlotte, North Carolina	$82.7M	+$16.9M	7	0.13%	Increased
142	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$82.6M	$0	1	0.47%	Maintained
143	LPL Financial San Diego, California	$81.4M	+$6.8M	13	0.04%	Increased
144	Glenview Trust Louisville, Kentucky	$80.6M	+$6.13M	5	1.73%	Increased
145	Huntington National Bank Columbus, Ohio	$79.9M	-$1.84M	9	0.64%	Reduced
146	Capital Group Private Client Services Los Angeles, California	$77.5M	+$9.75M	3	0.79%	Increased
147	Select Equity Group New York	$76.8M	-$1.44M	1	0.27%	Reduced
148	MIS Morningstar Investment Services Chicago, Illinois	$75.8M	+$62M	3	0.83%	Increased
149	Cerity Partners New York	$75.4M	+$13.7M	11	0.2%	Increased
150	Canada Life Winnipeg, Manitoba, Canada	$75.3M	-$7.74M	7	0.15%	Reduced