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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	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$62.3M	$0	1	3.3%	Maintained
177	Axa Paris, France	$61.5M	+$1.51M	5	0.25%	Increased
178	Cullen Capital Management New York	$61.4M	+$411K	2	1.67%	Increased
179	Raymond James & Associates St Petersburg, Florida	$61.2M	+$5.26M	6	0.3%	Increased
180	RS Investment Management San Francisco, California	$59.8M	+$41M	2	0.53%	Increased
181	Panagora Asset Management Boston, Massachusetts	$58.6M	-$1.5M	5	0.3%	Reduced
182	Picton Mahoney Asset Management Toronto, Ontario, Canada	$58.5M	+$4.5M	2	2.79%	Increased
183	State Board of Administration of Florida Retirement System Tallahassee, Florida	$57.9M	-$833K	4	0.18%	Reduced
184	TA Tiptree Advisors New York	$57.4M	-$9.16M	1	10.05%	Reduced
185	Hotchkis & Wiley Capital Management Los Angeles, California	$57.2M	-$512K	1	0.2%	Reduced
186	Douglass Winthrop Advisors New York	$56.6M	+$2.19M	4	5.05%	Increased
187	Frontier Capital Management Boston, Massachusetts	$56.6M	+$2.7M	1	0.42%	Increased
188	MTB Mizuho Trust & Banking Tokyo, Japan	$56.3M	+$2.29M	4	0.2%	Increased
189	Nomura Holdings Tokyo, Japan	$55.8M	-$1.92M	4	0.15%	Reduced
190	Silvercrest Asset Management New York	$54.2M	-$3.43M	4	0.79%	Reduced
191	AGA Altrinsic Global Advisors Stamford, Connecticut	$52.9M	-$30.4M	2	1.09%	Reduced
192	AIM Allen Investment Management New York	$52.1M	+$6.24M	3	3.93%	Increased
193	Congress Asset Management Boston, Massachusetts	$51.8M	-$1.73M	1	1.32%	Reduced
194	FFA First Foundation Advisors Irvine, California	$50.7M	+$349K	4	4.47%	Increased
195	Eagle Asset Management St Petersburg, Florida	$49.2M	+$1.94M	2	0.28%	Increased
196	UMA USA Mutuals Advisors Dallas, Texas	$48.4M	+$1.26M	7	20.4%	Increased
197	Artisan Partners Milwaukee, Wisconsin	$47.7M	+$621K	1	0.08%	Increased
198	GA Glenhill Advisors New York	$47.4M	-$724K	1	3.72%	Reduced
199	BlackRock Japan Tokyo, Japan	$47.4M	+$4.01M	3	0.18%	Increased
200	LT Lindsell Train London, United Kingdom	$47.1M	+$4.53M	1	4.38%	Increased