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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	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$65.5M	+$5.93M	2	20.91%	Increased
177	SIC Schwartz Investment Counsel Plymouth, Michigan	$65.4M	+$1.27M	2	4.09%	Increased
178	ELI Empire Life Investments Toronto, Ontario, Canada	$64.9M	+$14.6M	2	5.24%	Increased
179	USAA United Services Automobile Association San Antonio, Texas	$64.8M	+$1.91M	4	0.19%	Increased
180	Douglas Lane & Associates New York	$63.5M	-$1.66M	1	1.46%	Reduced
181	Envestnet Asset Management Chicago, Illinois	$61.5M	+$4.47M	8	0.15%	Increased
182	Marsico Capital Management Denver, Colorado	$60.4M	+$12M	1	2.42%	Increased
183	NC Northern Cross Boston, Massachusetts	$60.1M	-$773K	1	0.77%	Reduced
184	Nomura Holdings Tokyo, Japan	$59.8M	-$2.56M	4	0.13%	Reduced
185	United Capital Financial Advisors Irving, Texas	$59.8M	+$6.7M	6	0.51%	Increased
186	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$59.1M	+$2.34M	3	0.33%	Increased
187	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$58.6M	+$57M	1	13.84%	New
188	3CP 3G Capital Partners New York	$58.2M	-$16.4M	1	5.37%	Reduced
189	US Bancorp Minneapolis, Minnesota	$57.1M	+$240K	10	0.18%	Increased
190	SCM Sirios Capital Management Boston, Massachusetts	$57M	-$7.99M	1	2.98%	Reduced
191	HL Financial Services Louisville, Kentucky	$56.4M	+$3.03M	5	1.09%	Increased
192	BNP Paribas Asset Management Paris, France	$56M	-$4.01M	6	0.47%	Reduced
193	TimesSquare Capital Management New York	$54.8M	-$19M	1	0.37%	Reduced
194	CCP Clarkston Capital Partners Rochester, Michigan	$54.6M	-$940K	2	2.25%	Reduced
195	Conestoga Capital Advisors Wayne, Pennsylvania	$54.3M	+$8.57M	1	2.4%	Increased
196	Chevy Chase Trust Bethesda, Maryland	$54.2M	+$1.27M	4	0.25%	Increased
197	PPC Park Presidio Capital San Francisco, California	$51.9M	$0	1	8.44%	Maintained
198	Eagle Asset Management St Petersburg, Florida	$51.5M	+$1.7M	2	0.3%	Increased
199	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$51.3M	+$35.8M	4	0.12%	Increased
200	Canada Life Winnipeg, Manitoba, Canada	$50.7M	+$2.96M	6	0.13%	Increased