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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	FCM Freshford Capital Management Rye Brook, New York	$47.2M	+$58.1M	1	11.87%	New
152	Carillon Tower Advisers St. Petersburg, Florida	$45.6M	-$9.09M	2	0.45%	Reduced
153	Manning & Napier Group Fairport, New York	$44.6M	+$13.9M	4	0.53%	Increased
154	Glenview Trust Louisville, Kentucky	$44.2M	-$242K	5	3.06%	Reduced
155	Guggenheim Capital Chicago, Illinois	$44M	-$3.35M	9	0.44%	Reduced
156	STRS Ohio Columbus, Ohio	$42M	+$2.79M	5	0.22%	Increased
157	Point72 Asset Management Stamford, Connecticut	$41.3M	-$87M	2	0.34%	Reduced
158	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$41.1M	-$5.98M	8	0.13%	Reduced
159	Janney Montgomery Scott Philadelphia, Pennsylvania	$41M	+$1.09M	6	0.32%	Increased
160	TimesSquare Capital Management New York	$40.3M	+$13.7M	1	0.48%	Increased
161	SEI Investments Oaks, Pennsylvania	$40M	-$1.96M	8	0.15%	Reduced
162	Commonwealth Equity Services Waltham, Massachusetts	$39.4M	+$661K	10	0.18%	Increased
163	Chevy Chase Trust Bethesda, Maryland	$39.3M	+$33.5K	4	0.18%	Increased
164	FI Focused Investors Los Angeles, California	$39.1M	+$885K	1	1.95%	Increased
165	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$38.6M	+$60.7M	1	2.86%	New
166	LPL Financial San Diego, California	$38.4M	-$704K	9	0.08%	Reduced
167	AAM AMI Asset Management Los Angeles, California	$36.3M	-$3.6M	1	2.29%	Reduced
168	Truist Financial Charlotte, North Carolina	$35.7M	+$2.05M	8	0.09%	Increased
169	Waddell & Reed Financial Overland Park, Kansas	$35.1M	+$3.27M	1	0.11%	Increased
170	Robeco Institutional Asset Management Rotterdam, Netherlands	$34.8M	-$4.11M	3	0.14%	Reduced
171	AGA Altrinsic Global Advisors Stamford, Connecticut	$34.4M	-$26.5M	1	1.9%	Reduced
172	Natixis Advisors Boston, Massachusetts	$34.4M	-$2.54M	6	0.28%	Reduced
173	VanEck Associates New York	$34.2M	+$41.1M	3	0.17%	Increased
174	AAM Ardevora Asset Management London, United Kingdom	$34.1M	-$31.2M	1	0.91%	Reduced
175	Cullen Capital Management New York	$34M	-$11.4M	2	1.96%	Reduced