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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	Bartlett & Co Cincinnati, Ohio	$52.7M	+$17.2M	7	1.38%	Increased
177	Fidelity International Hamilton, Bermuda	$52.3M	-$33.6M	2	0.08%	Reduced
178	MP Manikay Partners New York	$51.4M	-$190K	1	5.36%	Reduced
179	Janney Montgomery Scott Philadelphia, Pennsylvania	$51.3M	+$1.42M	6	0.37%	Increased
180	FI Focused Investors Los Angeles, California	$51M	-$251K	1	2.24%	Reduced
181	Chevy Chase Trust Bethesda, Maryland	$50M	+$1M	5	0.21%	Increased
182	NC Nitorum Capital New York	$49M	$0	1	2.85%	Maintained
183	Robeco Institutional Asset Management Rotterdam, Netherlands	$47.2M	-$1.18M	4	0.17%	Reduced
184	Victory Capital Management San Antonio, Texas	$45.2M	+$31.6M	7	0.06%	Increased
185	Scotia Capital Toronto, Ontario, Canada	$44.6M	-$324K	5	0.53%	Reduced
186	Comerica Bank Dallas, Texas	$43.8M	+$339K	9	0.35%	Increased
187	Tocqueville Asset Management New York	$43M	-$10.8M	3	0.58%	Reduced
188	NEAM New England Asset Management Farmington, Connecticut	$43M	+$4.4M	3	0.79%	Increased
189	Vaughan Nelson Investment Management Houston, Texas	$40.8M	+$10.8M	1	0.55%	Increased
190	SJIC St. James Investment Company Southlake, Texas	$39.7M	-$603K	1	3.65%	Reduced
191	Bahl & Gaynor Cincinnati, Ohio	$38.8M	-$295K	3	0.28%	Reduced
192	Voloridge Investment Management Jupiter, Florida	$38.7M	+$32.9M	6	0.67%	Increased
193	CGM Capital Growth Management Boston, Massachusetts	$38.6M	+$29.5M	1	2.95%	Increased
194	BGI BlueDrive Global Investors London, United Kingdom	$38.3M	-$5.76M	1	11.44%	Reduced
195	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$38.2M	+$3.34M	2	0.26%	Increased
196	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$38M	-$17.8M	4	0.08%	Reduced
197	TBC Tweedy, Browne Co Stamford, Connecticut	$37.9M	-$131K	1	1.34%	Reduced
198	State of Tennessee, Department of Treasury Nashville, Tennessee	$36.3M	+$6.42M	5	0.17%	Increased
199	Första AP-fonden Stockholm, Sweden	$36.2M	$0	1	1.51%	Maintained
200	Great Lakes Advisors Chicago, Illinois	$36M	-$1.19M	3	0.79%	Reduced