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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	Calamos Advisors Naperville, Illinois	$34.5M	-$2.28M	2	0.22%	Reduced
202	Loomis, Sayles & Company Boston, Massachusetts	$33.9M	-$2.69M	1	0.05%	Reduced
203	CIBC World Market Toronto, Ontario, Canada	$33.3M	+$1.71M	7	0.14%	Increased
204	Robeco Institutional Asset Management Rotterdam, Netherlands	$33M	+$933K	3	0.1%	Increased
205	Lazard Asset Management New York	$32.8M	+$763K	2	0.05%	Increased
206	EMG ETF Managers Group Summit, New Jersey	$32.5M	+$19.9M	3	1.03%	Increased
207	Vaughan Nelson Investment Management Houston, Texas	$32.3M	-$1.7M	1	0.45%	Reduced
208	SCP Seafarer Capital Partners Larkspur, California	$32.1M	+$35.7M	1	23.29%	New
209	AIG American International Group New York	$32.1M	-$1.7M	6	0.15%	Reduced
210	Asset Management One Tokyo, Japan	$31.8M	-$724K	4	0.15%	Reduced
211	Birch Hill Investment Advisors Boston, Massachusetts	$31.6M	+$7.59M	1	2.1%	Increased
212	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$31.1M	+$1.04M	5	0.17%	Increased
213	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$30.8M	+$5.15M	6	0.2%	Increased
214	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$30.7M	-$9.76M	1	29.74%	Reduced
215	SCM Sirios Capital Management Boston, Massachusetts	$30.6M	-$2.87M	1	2.5%	Reduced
216	CIM Corda Investment Management Houston, Texas	$30.6M	+$362K	1	3.33%	Increased
217	Madison Asset Management Madison, Wisconsin	$30.5M	-$3.49M	3	0.51%	Reduced
218	6CM 683 Capital Management New York	$30M	+$3.86M	1	2.2%	Increased
219	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$29.9M	-$190K	2	1.55%	Reduced
220	TD Asset Management Toronto, Ontario, Canada	$29.8M	-$16.6M	5	0.04%	Reduced
221	TBC Tweedy, Browne Co Stamford, Connecticut	$29.8M	-$643K	1	1.16%	Reduced
222	KBC Group Brussels, Belgium	$29.8M	+$11.4M	5	0.18%	Increased
223	NC Nitorum Capital New York	$29.7M	+$377K	1	1.32%	Increased
224	HighTower Advisors Chicago, Illinois	$29.6M	+$4.84M	8	0.14%	Increased
225	Pendal Group Sydney, Australia	$29.2M	+$117M	2	0.36%	Increased