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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
201	Jennison Associates New York	$48M	$0	1	0.04%	Maintained
202	Victory Capital Management San Antonio, Texas	$47.8M	-$36.3M	1	0.32%	Reduced
203	UMA USA Mutuals Advisors Dallas, Texas	$47.6M	-$4.66M	7	18.26%	Reduced
204	Swiss National Bank Zurich, Switzerland	$45.9M	+$354K	4	0.17%	Increased
205	FFA First Foundation Advisors Irvine, California	$45.6M	+$1.77M	4	4.97%	Increased
206	Barclays London, United Kingdom	$45.3M	-$6.71M	9	0.05%	Reduced
207	LT Lindsell Train London, United Kingdom	$44.9M	$0	1	5.34%	Maintained
208	Mirae Asset Global Investments Seoul, South Korea	$44.8M	+$19.2M	3	1%	Increased
209	PCM Palestra Capital Management New York	$44.6M	+$8.31M	1	3.68%	Increased
210	Chevy Chase Trust Bethesda, Maryland	$44.4M	-$5.72M	5	0.31%	Reduced
211	Wedge Capital Management Charlotte, North Carolina	$44.3M	+$38.5M	1	0.45%	New
212	Nomura Holdings Tokyo, Japan	$43.9M	+$11.9M	5	0.01%	Increased
213	Two Sigma Advisers New York	$43.2M	+$41.8M	4	0.34%	Increased
214	TBC Tweedy, Browne Co Stamford, Connecticut	$43M	-$37.6K	1	0.92%	Reduced
215	Bradley Foster & Sargent Hartford, Connecticut	$41.9M	+$251K	4	2.04%	Increased
216	GA Glenhill Advisors New York	$41.5M	$0	1	3.37%	Maintained
217	Bartlett & Co Cincinnati, Ohio	$41.4M	+$60.9K	5	1.99%	Increased
218	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$41.3M	$0	1	11.22%	Maintained
219	TimesSquare Capital Management New York	$40.9M	-$144K	1	0.22%	Reduced
220	State of New Jersey Common Pension Fund D Trenton, New Jersey	$40.9M	+$9.12M	2	0.16%	Increased
221	Eagle Asset Management St Petersburg, Florida	$40.8M	+$863K	2	0.22%	Increased
222	RNC Capital Management Los Angeles, California	$40.6M	-$551K	1	3.27%	Reduced
223	ROIC Route One Investment Company San Francisco, California	$40.1M	$0	1	8.84%	Maintained
224	HHC Hutchin Hill Capital New York	$40M	+$28.7M	3	1.82%	Increased
225	US Bancorp Minneapolis, Minnesota	$40M	+$161K	9	0.16%	Increased