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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	QIM Quantitative Investment Management Charlottesville, Virginia	$50.6M	+$16.4M	4	0.58%	Increased
202	Acadian Asset Management Boston, Massachusetts	$49.7M	+$21.6M	6	0.22%	Increased
203	FCM Freshford Capital Management Rye Brook, New York	$49.7M	+$2.93M	1	10.29%	Increased
204	FI Focused Investors Los Angeles, California	$48.9M	-$1.86M	1	2.08%	Reduced
205	VFA Virtus Fund Advisers Hartford, Connecticut	$48.4M	-$12.8M	1	0.49%	Reduced
206	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$48.4M	-$39.1M	5	0.47%	Reduced
207	Mirae Asset Global Investments Seoul, South Korea	$46.9M	+$9.84M	5	0.85%	Increased
208	Two Sigma Investments New York	$46.8M	+$10.8M	4	0.17%	Increased
209	FFA First Foundation Advisors Irvine, California	$46.3M	+$1.04M	4	2.63%	Increased
210	Comerica Bank Dallas, Texas	$46.1M	+$25.4K	9	0.33%	Increased
211	SH SeaTown Holdings Singapore	$45.3M	+$35.8M	2	3.29%	Increased
212	Wolverine Trading Chicago, Illinois	$44.5M	+$2.14M	5	0.17%	Increased
213	Glenview Trust Louisville, Kentucky	$44.4M	+$1.64M	5	3.25%	Increased
214	Retirement Systems of Alabama Montgomery, Alabama	$44.1M	-$45.3M	4	0.23%	Reduced
215	Huntington National Bank Columbus, Ohio	$43.5M	+$1.01M	9	0.73%	Increased
216	Bartlett & Co Cincinnati, Ohio	$43.2M	-$211K	5	1.81%	Reduced
217	Axa Paris, France	$42.4M	+$2.78M	4	0.18%	Increased
218	Thrivent Financial for Lutherans Minneapolis, Minnesota	$42.1M	+$5.47M	7	0.15%	Increased
219	Natixis Advisors Boston, Massachusetts	$41.9M	+$1.2M	6	0.44%	Increased
220	MCM McKinley Capital Management Anchorage, Alaska	$41.8M	-$6.61M	4	1.71%	Reduced
221	ACM Atlanta Capital Management Atlanta, Georgia	$41.3M	-$57.8K	1	0.23%	Reduced
222	Stephens Investment Management Group Houston, Texas	$40.7M	-$5.04M	2	0.94%	Reduced
223	HSC Harbor Spring Capital New York	$40.7M	-$2.37M	1	5%	Reduced
224	TBC Tweedy, Browne Co Stamford, Connecticut	$40M	-$112K	1	1.09%	Reduced
225	KBC Group Brussels, Belgium	$39.5M	+$430K	4	0.36%	Increased