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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	Swiss National Bank Zurich, Switzerland	$44.4M	-$613K	4	0.17%	Reduced
202	TimesSquare Capital Management New York	$43.6M	+$2.98M	1	0.25%	Increased
203	LT Lindsell Train London, United Kingdom	$43.4M	$0	1	4.92%	Maintained
204	GA Glenhill Advisors New York	$42.8M	+$1.77M	1	3.17%	Increased
205	RNC Capital Management Los Angeles, California	$42.4M	+$1.62M	1	3.4%	Increased
206	Axiom Investors Greenwich, Connecticut	$41.8M	+$22.8M	1	1.04%	Increased
207	Aperio Group Sausalito, California	$41.6M	+$13.9M	8	0.56%	Increased
208	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$41.6M	+$23.2M	2	3.11%	Increased
209	BlackRock Japan Tokyo, Japan	$41.5M	+$4.85M	3	0.18%	Increased
210	Confluence Investment Management St. Louis, Missouri	$41.2M	-$3.48M	1	1.84%	Reduced
211	Wedge Capital Management Charlotte, North Carolina	$40.4M	-$4.06M	1	0.43%	Reduced
212	EA Euclid Advisors Hartford, Connecticut	$40.1M	+$4.36M	3	0.29%	Increased
213	Chevy Chase Trust Bethesda, Maryland	$39.9M	-$2.88M	6	0.26%	Reduced
214	Eagle Asset Management St Petersburg, Florida	$39.4M	-$986K	2	0.23%	Reduced
215	ROIC Route One Investment Company San Francisco, California	$39.3M	+$1.61M	1	9.08%	Increased
216	TBC Tweedy, Browne Co Stamford, Connecticut	$38.8M	-$188K	1	0.89%	Reduced
217	ARC Absolute Return Capital Boston, Massachusetts	$38.8M	-$14.6M	3	0.54%	Reduced
218	Bartlett & Co Cincinnati, Ohio	$38.7M	+$66.7K	5	1.87%	Increased
219	Two Sigma Advisers New York	$38M	-$5.15M	2	0.29%	Reduced
220	London Company of Virginia Richmond, Virginia	$37.8M	-$18.2M	1	0.42%	Reduced
221	US Bancorp Minneapolis, Minnesota	$37.6M	-$207K	8	0.15%	Reduced
222	Bradley Foster & Sargent Hartford, Connecticut	$36.4M	-$4.32M	4	1.73%	Reduced
223	State of New Jersey Common Pension Fund D Trenton, New Jersey	$35.8M	-$3.64M	2	0.14%	Reduced
224	Comerica Bank Dallas, Texas	$35.6M	-$1.53M	7	0.31%	Reduced
225	Sit Investment Associates Minneapolis, Minnesota	$35M	+$8.27M	3	0.61%	Increased