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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	Manning & Napier Group Fairport, New York	$52.9M	+$30M	2	0.44%	Increased
177	Mackenzie Financial Toronto Ontario, Ontario, Canada	$52.7M	+$15.7M	5	0.07%	Increased
178	Jupiter Asset Management London, United Kingdom	$52.4M	+$9.3M	1	0.58%	Increased
179	SAM Southernsun Asset Management Memphis, Tennessee	$51.7M	+$3.68M	2	5.17%	Increased
180	Clark Capital Management Group Philadelphia, Pennsylvania	$51.5M	+$25M	2	0.63%	Increased
181	US Bancorp Minneapolis, Minnesota	$51.4M	+$1.68M	14	0.08%	Increased
182	HP Hound Partners New York	$50.7M	-$2.72M	1	2.85%	Reduced
183	PIM Paradice Investment Management Denver, Colorado	$48.7M	-$1.11M	1	2.13%	Reduced
184	Kornitzer Capital Management Shawnee Mission, Kansas	$48.4M	-$1.52M	3	0.72%	Reduced
185	1832 Asset Management Toronto, Ontario, Canada	$46.9M	-$750K	5	0.08%	Reduced
186	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$46.8M	-$867K	5	0.29%	Reduced
187	CIM Corda Investment Management Houston, Texas	$46.4M	-$498K	1	3.65%	Reduced
188	TFA Tobias Financial Advisors Plantation, Florida	$46.4M	+$43.2M	1	3.65%	New
189	AAM AMI Asset Management Los Angeles, California	$45.6M	-$581K	1	2.2%	Reduced
190	Truist Financial Charlotte, North Carolina	$45.4M	-$1.37M	8	0.07%	Reduced
191	National Bank of Canada Montreal, Quebec, Canada	$45.3M	+$44.8M	12	0.15%	New
192	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$45.3M	+$3.28M	1	1.64%	Increased
193	Fifth Third Bancorp Cincinnati, Ohio	$44.7M	+$4.11M	10	0.17%	Increased
194	Bank of Nova Scotia Toronto, Ontario, Canada	$44.5M	-$13.5M	4	0.06%	Reduced
195	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$43.6M	+$173K	6	0.15%	Increased
196	GD Grandfield & Dodd New York	$43.5M	+$201K	1	2.8%	Increased
197	DnB Asset Management Oslo, Norway	$43.5M	+$1.27M	3	0.26%	Increased
198	Osaic Holdings Scottsdale, Arizona	$43.2M	-$2.32M	15	0.08%	Reduced
199	Axa Paris, France	$42.9M	+$6.09M	4	0.11%	Increased
200	Private Management Group Irvine, California	$42.8M	+$8.76M	1	1.72%	Increased