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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	FCM Freshford Capital Management Rye Brook, New York	$41.4M	-$564K	1	5.77%	Reduced
202	State of Tennessee, Department of Treasury Nashville, Tennessee	$40.9M	+$6.89M	4	0.17%	Increased
203	Fifth Third Bancorp Cincinnati, Ohio	$40.8M	-$1.57M	8	0.19%	Reduced
204	AIG American International Group New York	$40.8M	+$1.3M	6	0.14%	Increased
205	Robeco Institutional Asset Management Rotterdam, Netherlands	$40.7M	-$3.77M	4	0.1%	Reduced
206	Artemis Investment Management Edinburgh, United Kingdom	$40.1M	+$39.7M	1	0.38%	New
207	OP Omni Partners London, United Kingdom	$39.6M	+$40M	1	1.95%	New
208	Clark Capital Management Group Philadelphia, Pennsylvania	$39.6M	-$7.57M	1	0.6%	Reduced
209	Birch Hill Investment Advisors Boston, Massachusetts	$39.3M	+$905K	2	2.24%	Increased
210	Manning & Napier Group Fairport, New York	$38.8M	+$1.15M	2	0.33%	Increased
211	Point72 Asset Management Stamford, Connecticut	$38.5M	-$17.2M	4	0.18%	Reduced
212	Vontobel Holding Zurich, Switzerland	$37.8M	-$534K	6	0.28%	Reduced
213	HP Hound Partners New York	$37.3M	+$36.9M	1	1.76%	New
214	Calamos Advisors Naperville, Illinois	$36.4M	+$784K	2	0.2%	Increased
215	CIBC Private Wealth Group Atlanta, Georgia	$36.4M	+$2.25M	5	0.09%	Increased
216	HighTower Advisors Chicago, Illinois	$36.3M	+$1.03M	11	0.11%	Increased
217	CIM Corda Investment Management Houston, Texas	$35.9M	-$226K	1	3.26%	Reduced
218	CIBC World Market Toronto, Ontario, Canada	$35.5M	-$2.22M	8	0.1%	Reduced
219	Atreides Management Boston, Massachusetts	$35.1M	-$6.5M	1	0.79%	Reduced
220	Scout Investments Kansas City, Missouri	$34.6M	+$2.02M	2	0.52%	Increased
221	NN Investment Partners Holdings The Hague, Netherlands	$34.6M	-$217K	3	0.2%	Reduced
222	Crestwood Advisors Group Boston, Massachusetts	$34.5M	+$1.86M	1	1.09%	Increased
223	Asset Management One Tokyo, Japan	$33.8M	-$1.29M	4	0.13%	Reduced
224	Advisors Capital Management Ridgewood, New Jersey	$33.5M	+$2.01M	3	1.17%	Increased
225	Scotia Capital Toronto, Ontario, Canada	$33.5M	+$2.02M	7	0.27%	Increased