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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	Glenview Trust Louisville, Kentucky	$51.9M	-$2.35M	5	3.58%	Reduced
202	BNP Paribas Asset Management Paris, France	$51.9M	-$14.8M	5	0.44%	Reduced
203	OppenheimerFunds New York	$51.8M	-$162M	6	0.06%	Reduced
204	Huntington National Bank Columbus, Ohio	$51.7M	+$2.22M	9	0.86%	Increased
205	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$50.6M	-$17.9M	2	15.12%	Reduced
206	Waddell & Reed Financial Overland Park, Kansas	$50.4M	-$81.9M	3	0.11%	Reduced
207	FFA First Foundation Advisors Irvine, California	$49.1M	+$2.48M	5	2.74%	Increased
208	AKO Capital London, United Kingdom	$49M	+$9.37M	1	2.9%	Increased
209	Thrivent Financial for Lutherans Minneapolis, Minnesota	$48.8M	-$11.5M	5	0.17%	Reduced
210	Axa Paris, France	$48.7M	-$5.79M	4	0.19%	Reduced
211	Comerica Bank Dallas, Texas	$48.5M	+$1.91M	9	0.35%	Increased
212	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$48.2M	-$5.31M	1	16.76%	Reduced
213	Retirement Systems of Alabama Montgomery, Alabama	$47.8M	-$4.19M	4	0.24%	Reduced
214	Korea Investment Corp Seoul, South Korea	$47.4M	+$8.99M	3	0.22%	Increased
215	FI Focused Investors Los Angeles, California	$47.4M	-$1.53M	1	2.07%	Reduced
216	Two Sigma Advisers New York	$47M	-$135M	5	0.13%	Reduced
217	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$46.3M	-$8.09M	5	0.5%	Reduced
218	SCM Stevens Capital Management Radnor, Pennsylvania	$46.3M	+$17.4M	5	1.75%	Increased
219	Panagora Asset Management Boston, Massachusetts	$46.3M	+$10.4M	8	0.18%	Increased
220	CI Global Investments Oakland, California	$46.2M	-$3.57M	1	0.8%	Reduced
221	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$45.9M	+$876K	4	1.02%	Increased
222	AVC Arlington Value Capital Salt Lake City, Utah	$45.3M	+$48.1M	1	3.75%	New
223	Natixis Advisors Boston, Massachusetts	$45.3M	+$2.16M	6	0.45%	Increased
224	Banco Santander Madrid, Spain	$45.2M	+$44.1M	3	0.53%	New
225	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$45M	-$1M	5	0.23%	Reduced