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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	Sit Investment Associates Minneapolis, Minnesota	$44.6M	+$4.18M	2	0.79%	Increased
177	Chevy Chase Trust Bethesda, Maryland	$44.4M	+$1.71M	5	0.32%	Increased
178	Pzena Investment Management New York	$44.4M	-$263K	1	0.26%	Reduced
179	T TOBAM Paris, France	$44.2M	-$7.38M	1	2.26%	Reduced
180	Barclays London, United Kingdom	$43.1M	-$21M	10	0.04%	Reduced
181	Hudson Bay Capital Management Stamford, Connecticut	$43M	-$421K	2	1.75%	Reduced
182	Axa Paris, France	$42.9M	+$30.9M	4	0.19%	Increased
183	MTB Mizuho Trust & Banking Tokyo, Japan	$42.7M	+$1.15M	3	0.16%	Increased
184	BNP Paribas Financial Markets Paris, France	$41.6M	+$18.5M	6	0.03%	Increased
185	Sustainable Growth Advisers Stamford, Connecticut	$41.4M	+$41.2M	1	0.9%	New
186	Confluence Investment Management St. Louis, Missouri	$41.3M	+$3.36M	2	2.29%	Increased
187	Raymond James & Associates St Petersburg, Florida	$40.5M	+$2.81M	5	0.3%	Increased
188	FFA First Foundation Advisors Irvine, California	$40.2M	+$2.41M	4	5.41%	Increased
189	Bartlett & Co Cincinnati, Ohio	$40.2M	+$594K	5	2.01%	Increased
190	ARC Absolute Return Capital Boston, Massachusetts	$40M	+$3.44M	2	0.44%	Increased
191	Swiss National Bank Zurich, Switzerland	$38.6M	-$153K	4	0.15%	Reduced
192	Eaton Vance Management Boston, Massachusetts	$38.3M	-$512K	5	0.11%	Reduced
193	Kornitzer Capital Management Shawnee Mission, Kansas	$38M	+$12.7M	5	0.41%	Increased
194	RHBC R.H. Bluestein & Co Birmingham, Michigan	$37.9M	+$2.27M	3	2.39%	Increased
195	Eagle Asset Management St Petersburg, Florida	$37.7M	+$2.38M	2	0.21%	Increased
196	NEAM New England Asset Management Farmington, Connecticut	$37.5M	-$1.65M	2	0.97%	Reduced
197	US Bancorp Minneapolis, Minnesota	$37.3M	+$319K	9	0.15%	Increased
198	UMA USA Mutuals Advisors Dallas, Texas	$36.6M	+$9.47M	7	17.53%	Increased
199	NFA Nationwide Fund Advisors Columbus, Ohio	$36.5M	+$1.19M	7	0.15%	Increased
200	Moore Capital Management New York	$36.4M	+$11.8M	2	0.57%	Increased