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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	Tocqueville Asset Management New York	$76.6M	+$22.1M	4	0.92%	Increased
152	NI Nuance Investments Kansas City, Missouri	$75.2M	+$4.57M	1	5.62%	Increased
153	CBT Capital Bank & Trust Irvine, California	$74M	+$73.5M	2	0.97%	New
154	CI Investments Inc Toronto, Ontario, Canada	$73.7M	+$28.2M	2	0.8%	Increased
155	State of Wisconsin Investment Board Madison, Wisconsin	$73.2M	-$769K	4	0.24%	Reduced
156	Cooke & Bieler Philadelphia, Pennsylvania	$73M	-$1.96M	1	1.4%	Reduced
157	3CP 3G Capital Partners New York	$72.6M	-$6.16M	1	5.84%	Reduced
158	APG Asset Management Amsterdam, Netherlands	$72.2M	-$1.63M	2	0.13%	Reduced
159	Jane Street New York	$71.5M	+$42M	7	0.25%	Increased
160	Capital Research Global Investors Los Angeles, California	$71M	+$65.2M	1	0.02%	New
161	Baird Financial Group Milwaukee, Wisconsin	$70.7M	-$2.21M	6	0.55%	Reduced
162	Aperio Group Sausalito, California	$70.6M	+$6.37M	10	0.43%	Increased
163	ProShare Advisors Bethesda, Maryland	$70.3M	+$4.32M	3	0.7%	Increased
164	1832 Asset Management Toronto, Ontario, Canada	$69.8M	-$10.2M	4	0.32%	Reduced
165	LT Lindsell Train London, United Kingdom	$68.6M	+$533K	1	2.66%	Increased
166	Cullen Capital Management New York	$66.8M	+$1.85M	2	2.35%	Increased
167	VFA Virtus Fund Advisers Hartford, Connecticut	$63.7M	+$14.3M	1	0.63%	Increased
168	TimesSquare Capital Management New York	$63.2M	+$13.6M	1	0.41%	Increased
169	SEI Investments Oaks, Pennsylvania	$63.1M	+$7.31M	9	0.25%	Increased
170	SCM Sirios Capital Management Boston, Massachusetts	$63.1M	+$25.1M	1	3.14%	Increased
171	AIM Allen Investment Management New York	$61.8M	+$21.3M	3	2.97%	Increased
172	JP Morgan Private Wealth Advisors San Francisco, California	$59.9M	-$1.46M	7	0.45%	Reduced
173	Nomura Holdings Tokyo, Japan	$59.6M	+$41M	4	0.15%	Increased
174	Douglas Lane & Associates New York	$59.2M	+$1.32M	1	1.39%	Increased
175	SIC Schwartz Investment Counsel Plymouth, Michigan	$57.8M	+$3.43M	2	3.71%	Increased