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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	Aperio Group Sausalito, California	$59.9M	+$4.08M	9	0.61%	Increased
177	Confluence Investment Management St. Louis, Missouri	$59.8M	+$14.3M	2	2.18%	Increased
178	FI Focused Investors Los Angeles, California	$59.8M	-$1.2M	1	2.19%	Reduced
179	GA Glenhill Advisors New York	$59.6M	+$2.11M	1	4.67%	Increased
180	State Board of Administration of Florida Retirement System Tallahassee, Florida	$59.6M	+$737K	4	0.23%	Increased
181	ZDA Zweig-DiMenna Associates New York	$59.3M	+$14.9M	3	2.57%	Increased
182	Citigroup New York	$59.3M	-$22.8M	10	0.06%	Reduced
183	Madison Investment Holdings Madison, Wisconsin	$59M	-$1M	2	1.29%	Reduced
184	Fiera Capital (Canada) Montreal, Quebec, Canada	$58.9M	-$710K	3	0.49%	Reduced
185	Los Angeles Capital Management Los Angeles, California	$58.6M	+$5.45M	2	0.57%	Increased
186	Cullen Capital Management New York	$58.4M	+$1.63M	2	2.05%	Increased
187	Frontier Capital Management Boston, Massachusetts	$58.4M	+$255K	1	0.49%	Increased
188	TGA Trilogy Global Advisors Winter Park, Florida	$58.1M	-$14.9M	1	1.57%	Reduced
189	Thrivent Financial for Lutherans Minneapolis, Minnesota	$57.8M	+$15.6M	5	0.3%	Increased
190	BlackRock Japan Tokyo, Japan	$57.6M	+$1.78M	3	0.23%	Increased
191	Nomura Holdings Tokyo, Japan	$57.5M	+$22.2M	3	0.21%	Increased
192	CI Global Investments Oakland, California	$56.5M	+$52.6M	2	1.32%	Increased
193	Victory Capital Management San Antonio, Texas	$54.4M	-$2.25M	6	0.22%	Reduced
194	AA Antipodean Advisors New York	$53.6M	-$46.7M	1	6.11%	Reduced
195	GL GLG LLC New York	$53.3M	+$16M	2	1.33%	Increased
196	Mackenzie Financial Toronto Ontario, Ontario, Canada	$53.2M	-$11.3M	5	0.32%	Reduced
197	Korea Investment Corp Seoul, South Korea	$53.1M	+$14.8M	3	0.42%	Increased
198	Congress Asset Management Boston, Massachusetts	$53.1M	+$11M	1	1.37%	Increased
199	SJIC St. James Investment Company Southlake, Texas	$50.4M	+$38.2M	1	6.21%	Increased
200	EC Eminence Capital New York	$49.5M	-$1.62M	1	0.76%	Reduced