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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	Cambiar Investors Denver, Colorado	$69.4M	-$1.55M	3	2.73%	Reduced
152	Mitsubishi UFJ Asset Management Tokyo, Japan	$69.1M	+$4.56M	4	0.12%	Increased
153	Douglass Winthrop Advisors New York	$68.9M	+$2.07M	4	1.54%	Increased
154	D.E. Shaw & Co New York	$68M	-$22.5M	7	0.06%	Reduced
155	National Bank of Canada Montreal, Quebec, Canada	$67.9M	+$5.1M	13	0.11%	Increased
156	Bessemer Group Woodbridge, New Jersey	$67.2M	-$526K	9	0.13%	Reduced
157	Janney Montgomery Scott Philadelphia, Pennsylvania	$65.7M	+$22.9M	8	0.21%	Increased
158	Aberdeen Group Edinburgh, United Kingdom	$65.7M	+$13.6M	3	0.14%	Increased
159	Bradley Foster & Sargent Hartford, Connecticut	$65.7M	+$915K	2	1.28%	Increased
160	New York State Teachers Retirement System (NYSTRS) Albany, New York	$65.6M	-$1.44M	5	0.15%	Reduced
161	Two Sigma Advisers New York	$65.2M	-$20.5M	7	0.15%	Reduced
162	Nicholas Company Milwaukee, Wisconsin	$64.7M	-$2.38K	1	1.14%	Reduced
163	Prudential Financial Newark, New Jersey	$64.6M	+$3.31M	8	0.1%	Increased
164	Commonwealth Equity Services Waltham, Massachusetts	$63.9M	+$56K	11	0.12%	Increased
165	Capital Group Private Client Services Los Angeles, California	$62.8M	+$12.3M	3	0.65%	Increased
166	Epoch Investment Partners New York	$62.6M	+$20.6M	2	0.28%	Increased
167	Cerity Partners New York	$62M	+$5.74M	9	0.2%	Increased
168	Truist Financial Charlotte, North Carolina	$61.9M	+$4.79M	7	0.1%	Increased
169	Korea Investment Corp Seoul, South Korea	$61.9M	+$13.5M	3	0.16%	Increased
170	APG Asset Management Amsterdam, Netherlands	$59.9M	-$4.3M	4	0.12%	Reduced
171	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$59.2M	+$18M	12	0.07%	Increased
172	Cullen Capital Management New York	$59.1M	-$24.1M	1	0.88%	Reduced
173	Raymond James Financial Services Advisors St. Petersburg, Florida	$58.9M	-$505K	9	0.1%	Reduced
174	Cubist Systematic Strategies Stamford, Connecticut	$57.1M	-$18.7M	10	0.37%	Reduced
175	First Manhattan New York	$56.9M	+$1.53M	7	0.2%	Increased