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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	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$50M	+$11.8M	1	31.51%	Increased
177	Beck Mack & Oliver New York	$49.5M	+$1.96M	1	1.98%	Increased
178	Gotham Asset Management New York	$48.4M	+$33.1M	2	0.75%	Increased
179	FI Focused Investors Los Angeles, California	$47.8M	-$2.18M	1	2.19%	Reduced
180	Mirae Asset Global Investments Seoul, South Korea	$47.2M	-$7.28M	7	0.43%	Reduced
181	Canada Life Winnipeg, Manitoba, Canada	$46.8M	+$1.49M	7	0.13%	Increased
182	Guggenheim Capital Chicago, Illinois	$46.8M	-$3.51M	7	0.4%	Reduced
183	USAA United Services Automobile Association San Antonio, Texas	$46.1M	-$12.6M	6	0.13%	Reduced
184	Brown Advisory Baltimore, Maryland	$45.8M	+$6.18M	7	0.15%	Increased
185	DCM Dupont Capital Management Wilmington, Delaware	$45.2M	+$14M	4	1.11%	Increased
186	Schonfeld Strategic Advisors New York	$44.9M	+$20.2M	5	1.73%	Increased
187	US Bancorp Minneapolis, Minnesota	$44.8M	-$1.57M	12	0.14%	Reduced
188	CIM Contrarius Investment Management St. Helier, Jersey	$44.2M	-$15.1M	1	2.68%	Reduced
189	Cooke & Bieler Philadelphia, Pennsylvania	$43.8M	-$1.95M	1	0.89%	Reduced
190	SEI Investments Oaks, Pennsylvania	$43.6M	+$718K	8	0.16%	Increased
191	EMG ETF Managers Group Summit, New Jersey	$43.1M	+$58.1M	2	2.03%	Increased
192	NI Nuance Investments Kansas City, Missouri	$42.8M	-$1.59M	2	2.88%	Reduced
193	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$42.2M	+$5.94M	7	0.07%	Increased
194	Glenview Trust Louisville, Kentucky	$41.8M	-$1.04M	5	3.09%	Reduced
195	Fifth Third Bancorp Cincinnati, Ohio	$41.7M	-$1.23M	9	0.3%	Reduced
196	Commonwealth Equity Services Waltham, Massachusetts	$41.3M	+$3.8M	9	0.22%	Increased
197	Huntington National Bank Columbus, Ohio	$40.4M	-$127K	9	0.72%	Reduced
198	MUFG Securities EMEA London, United Kingdom	$40.2M	+$41.3M	1	0.41%	Increased
199	Comerica Bank Dallas, Texas	$40M	+$182K	9	0.34%	Increased
200	CGM Capital Growth Management Boston, Massachusetts	$40M	+$43.5M	1	2.51%	New