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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	NEAM New England Asset Management Farmington, Connecticut	$33.8M	+$320K	3	0.81%	Increased
177	Federated Hermes Pittsburgh, Pennsylvania	$33.5M	+$1.31M	6	0.1%	Increased
178	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$33.4M	-$429K	1	29.82%	Reduced
179	Bridgeway Capital Management Houston, Texas	$33.3M	-$4.45M	1	0.76%	Reduced
180	US Bancorp Minneapolis, Minnesota	$32.8M	-$12.5M	11	0.1%	Reduced
181	DZ Bank Frankfurt Am Main, Germany	$32.5M	-$2.64M	3	0.11%	Reduced
182	ACM Academy Capital Management Waco, Texas	$32.3M	+$29.2M	1	8.95%	Increased
183	State of New Jersey Common Pension Fund D Trenton, New Jersey	$32M	+$1.59M	3	0.16%	Increased
184	Lord, Abbett & Co Jersey City, New Jersey	$30.4M	-$16.9M	2	0.13%	Reduced
185	Osaic Holdings Scottsdale, Arizona	$30.1M	+$75.4M	14	0.12%	New
186	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$29.6M	-$2.79M	5	0.08%	Reduced
187	Two Sigma Advisers New York	$29.6M	-$14.6M	7	0.11%	Reduced
188	Amundi Asset Management US Boston, Massachusetts	$29.4M	-$107M	7	0.05%	Reduced
189	AustralianSuper Melbourne, Australia	$28.9M	+$2.51M	1	0.37%	Increased
190	NC Nitorum Capital New York	$28.8M	+$3.71M	1	2.23%	Increased
191	TBC Tweedy, Browne Co Stamford, Connecticut	$28.6M	-$267K	1	1.33%	Reduced
192	SCM Sirios Capital Management Boston, Massachusetts	$28.5M	+$21.4M	1	2.52%	Increased
193	Comerica Bank Dallas, Texas	$28M	-$2.52M	8	0.26%	Reduced
194	CIM Corda Investment Management Houston, Texas	$27.8M	+$6.3M	1	3.48%	Increased
195	Parallax Volatility Advisers San Francisco, California	$27.8M	+$21.8M	5	0.04%	Increased
196	Fifth Third Bancorp Cincinnati, Ohio	$27.7M	-$7.39M	10	0.2%	Reduced
197	LCM Lakewood Capital Management New York	$27.6M	-$6.79M	1	1.26%	Reduced
198	Calamos Advisors Naperville, Illinois	$27.6M	+$11.1M	3	0.22%	Increased
199	Bartlett & Co Wealth Management Cincinnati, Ohio	$27.4M	-$12.2M	8	0.83%	Reduced
200	Panagora Asset Management Boston, Massachusetts	$27.2M	-$26.7M	5	0.19%	Reduced