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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
151	BlackRock Japan Tokyo, Japan	$73.2M	-$245K	3	0.24%	Reduced
152	State of Michigan Retirement System Lansing, Michigan	$72.1M	+$53.4M	5	0.57%	Increased
153	APG Asset Management Amsterdam, Netherlands	$72M	-$31.9M	3	0.14%	Reduced
154	MCM McKinley Capital Management Anchorage, Alaska	$71.4M	+$11.2M	2	2.81%	Increased
155	First Trust Advisors Wheaton, Illinois	$70.9M	-$41.7M	7	0.21%	Reduced
156	IIM Ivory Investment Management New York	$70.7M	-$11.2M	1	2.9%	Reduced
157	Fiera Capital (Canada) Montreal, Quebec, Canada	$70.4M	-$26M	2	0.39%	Reduced
158	Korea Investment Corp Seoul, South Korea	$70.3M	+$426K	3	0.34%	Increased
159	AGF Investments Inc Toronto, Ontario, Canada	$70M	+$30.3M	1	0.81%	Increased
160	STRS Ohio Columbus, Ohio	$67.5M	-$11.2M	4	0.3%	Reduced
161	Federated Hermes Pittsburgh, Pennsylvania	$67.1M	+$37.1M	7	0.2%	Increased
162	Cooke & Bieler Philadelphia, Pennsylvania	$66.8M	+$11M	1	1.33%	Increased
163	NI Nuance Investments Kansas City, Missouri	$66.6M	+$14.6M	1	5.58%	Increased
164	SJIC St. James Investment Company Southlake, Texas	$64.8M	+$12.6M	1	7.82%	Increased
165	Balyasny Asset Management Chicago, Illinois	$64.5M	-$14.5M	4	0.35%	Reduced
166	Marshall Wace London, United Kingdom	$64.2M	-$214M	3	0.42%	Reduced
167	Boston Partners Boston, Massachusetts	$61.7M	-$15.5M	2	0.08%	Reduced
168	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$61.1M	-$17.1M	2	0.91%	Reduced
169	Haverford Trust Company Radnor, Pennsylvania	$61M	-$3.49M	3	1.48%	Reduced
170	Lord, Abbett & Co Jersey City, New Jersey	$60.7M	-$17.8M	4	0.18%	Reduced
171	Janus Henderson Group London,	$60.6M	+$32.1M	5	0.45%	Increased
172	LT Lindsell Train London, United Kingdom	$60.1M	+$2.2M	1	2.95%	Increased
173	HSBC Holdings London, United Kingdom	$59.8M	+$8.51M	7	0.14%	Increased
174	State of Wisconsin Investment Board Madison, Wisconsin	$59.3M	+$17.3M	4	0.26%	Increased
175	Madison Investment Holdings Madison, Wisconsin	$58.9M	-$3.23M	2	1.14%	Reduced