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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
176	London Company of Virginia Richmond, Virginia	$38.3M	+$6.51M	1	0.52%	Increased
177	Canada Life Winnipeg, Manitoba, Canada	$37.9M	+$17.3M	5	0.15%	Increased
178	Glenview Capital Management New York	$37.6M	-$19.8M	1	0.32%	Reduced
179	Bartlett & Co Cincinnati, Ohio	$37.5M	+$180K	5	2.03%	Increased
180	NEAM New England Asset Management Farmington, Connecticut	$37.4M	-$238K	2	1.09%	Reduced
181	Putnam Investments Boston, Massachusetts	$36.4M	+$30.2M	4	0.1%	Increased
182	Confluence Investment Management St. Louis, Missouri	$36.1M	+$3.25M	2	2.24%	Increased
183	Alpha Wave Global New York	$36M	+$3M	1	3.54%	Increased
184	Hudson Bay Capital Management Stamford, Connecticut	$35.7M	+$17.5M	1	1.32%	Increased
185	FFA First Foundation Advisors Irvine, California	$35.7M	+$1.68M	3	5.55%	Increased
186	Eaton Vance Management Boston, Massachusetts	$35.6M	+$202K	5	0.11%	Increased
187	SCM Sirios Capital Management Boston, Massachusetts	$35.4M	+$4.76M	1	3.84%	Increased
188	US Bancorp Minneapolis, Minnesota	$34.5M	+$1.74M	8	0.15%	Increased
189	RHBC R.H. Bluestein & Co Birmingham, Michigan	$34.2M	+$414K	1	2.42%	Increased
190	Swiss National Bank Zurich, Switzerland	$34M	+$673K	4	0.14%	Increased
191	Raymond James & Associates St Petersburg, Florida	$34M	+$1.27M	4	0.29%	Increased
192	Susquehanna International Group Bala Cynwyd, Pennsylvania	$33.6M	-$18.5M	7	0.02%	Reduced
193	Bank of Montreal Toronto, Ontario, Canada	$33.4M	+$4M	6	0.05%	Increased
194	GAI General American Investors New York	$33.3M	-$4.7M	1	2.9%	Reduced
195	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$33.3M	-$17.5M	1	15.48%	Reduced
196	STRS Ohio Columbus, Ohio	$32.8M	-$20M	3	0.14%	Reduced
197	Citigroup New York	$32.8M	-$10.5M	7	0.03%	Reduced
198	Eagle Asset Management St Petersburg, Florida	$32.8M	+$10.1M	2	0.16%	Increased
199	ARC Absolute Return Capital Boston, Massachusetts	$32.8M	+$32.9M	2	0.46%	New
200	MTB Mizuho Trust & Banking Tokyo, Japan	$32.5M	$0	3	0.14%	Maintained