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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	Frontier Capital Management Boston, Massachusetts	$60.1M	-$3.42M	1	0.43%	Reduced
177	Victory Capital Management San Antonio, Texas	$60.1M	-$25.7M	4	0.22%	Reduced
178	Federated Hermes Pittsburgh, Pennsylvania	$59.5M	-$3.91M	6	0.18%	Reduced
179	Aberdeen Asset Management Aberdeen, United Kingdom	$59.4M	+$39.4M	4	0.17%	Increased
180	MCM McKinley Capital Management Anchorage, Alaska	$58.8M	-$21M	2	2.52%	Reduced
181	Aperio Group Sausalito, California	$58.7M	+$4.25M	9	0.61%	Increased
182	Cooke & Bieler Philadelphia, Pennsylvania	$57M	+$18.1M	1	1.28%	Increased
183	Axiom Investors Greenwich, Connecticut	$56.7M	-$7.29M	1	1.63%	Reduced
184	BNP Paribas Asset Management Paris, France	$56.6M	-$3.62M	4	0.46%	Reduced
185	State Board of Administration of Florida Retirement System Tallahassee, Florida	$55.4M	-$2.31M	4	0.2%	Reduced
186	EC Eminence Capital New York	$54.9M	+$53.9M	1	0.78%	New
187	Barclays London, United Kingdom	$54.9M	-$10.7M	12	0.06%	Reduced
188	GA Glenhill Advisors New York	$53.2M	-$2.2M	1	3.75%	Reduced
189	Perkins Investment Management Chicago, Illinois	$52.9M	-$9.49M	1	0.6%	Reduced
190	1832 Asset Management Toronto, Ontario, Canada	$52.7M	+$469K	2	0.18%	Increased
191	BlackRock Japan Tokyo, Japan	$51.8M	+$733K	3	0.2%	Increased
192	Credit Agricole Montrouge Cedex, France	$51.8M	-$5.89M	7	0.24%	Reduced
193	Panagora Asset Management Boston, Massachusetts	$51.5M	+$2.31M	6	0.26%	Increased
194	Envestnet Asset Management Chicago, Illinois	$51.1M	+$2.64M	8	0.24%	Increased
195	JCI Jet Capital Investors New York	$50.8M	+$19M	1	2.24%	Increased
196	Caxton Associates (New York) New York	$50.1M	+$38.8M	1	2.27%	Increased
197	Haverford Trust Company Radnor, Pennsylvania	$49.7M	+$1.57M	2	1.37%	Increased
198	Confluence Investment Management St. Louis, Missouri	$49.5M	+$1.2M	2	1.8%	Increased
199	Los Angeles Capital Management Los Angeles, California	$49.3M	+$3.6M	3	0.46%	Increased
200	Artisan Partners Milwaukee, Wisconsin	$48.9M	+$833K	1	0.09%	Increased