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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	Lord, Abbett & Co Jersey City, New Jersey	$44.9M	-$7.04M	4	0.12%	Reduced
202	Commonwealth Equity Services Waltham, Massachusetts	$44.8M	+$3.71M	10	0.21%	Increased
203	NI Nuance Investments Kansas City, Missouri	$44.8M	-$10.6M	2	2.68%	Reduced
204	SEI Investments Oaks, Pennsylvania	$44.1M	-$18.8M	8	0.16%	Reduced
205	Brown Advisory Baltimore, Maryland	$43.5M	+$2.25M	7	0.12%	Increased
206	IAM Impala Asset Management Palm Beach, Florida	$43M	+$38M	1	1.42%	Increased
207	SCM Sirios Capital Management Boston, Massachusetts	$42.7M	-$5.61M	1	2.2%	Reduced
208	Comerica Bank Dallas, Texas	$42.6M	-$2.66M	9	0.34%	Reduced
209	NM Nokota Management New York	$42.2M	+$33.9M	1	0.66%	Increased
210	Stephens Investment Management Group Houston, Texas	$41.8M	+$4.9M	2	0.77%	Increased
211	Virginia Retirement Systems Richmond, Virginia	$41.8M	-$3.38M	2	0.48%	Reduced
212	ACM Atlanta Capital Management Atlanta, Georgia	$41.7M	-$75.9K	1	0.19%	Reduced
213	AKO Capital London, United Kingdom	$41.3M	+$7.97M	1	2.11%	Increased
214	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$41M	-$1.48M	5	0.39%	Reduced
215	Provida Pension Fund Administrator Las Condes, Santiago, Chile	$40.9M	$0	1	1.98%	Maintained
216	DCM Dupont Capital Management Wilmington, Delaware	$38.8M	+$18.3M	4	0.86%	Increased
217	Robeco Institutional Asset Management Rotterdam, Netherlands	$38.5M	+$7.47M	4	0.15%	Increased
218	Janney Montgomery Scott Philadelphia, Pennsylvania	$38.5M	+$1.26M	7	0.33%	Increased
219	1832 Asset Management Toronto, Ontario, Canada	$38.4M	-$3.88M	3	0.13%	Reduced
220	Scotia Capital Toronto, Ontario, Canada	$38.2M	+$6.6M	3	0.48%	Increased
221	CC Carbonado Capital New York	$38.1M	+$2.53M	1	13.06%	Increased
222	United Capital Financial Advisors Irving, Texas	$37.9M	-$13.9M	6	0.27%	Reduced
223	RHBC R.H. Bluestein & Co Birmingham, Michigan	$37.9M	+$2.78M	5	1.82%	Increased
224	TimesSquare Capital Management New York	$37.8M	+$2.39M	1	0.25%	Increased
225	Martingale Asset Management Boston, Massachusetts	$37.7M	-$11.5M	2	0.44%	Reduced