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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
251	State of Wisconsin Investment Board Madison, Wisconsin	$33M	+$15.4M	5	0.13%	Increased
252	Empyrean Capital Partners Los Angeles, California	$32.1M	-$15.4M	1	1.58%	Reduced
253	Numeric Investors Boston, Massachusetts	$31.7M	+$20.4M	2	0.37%	Increased
254	Tocqueville Asset Management New York	$31.2M	+$11.4M	3	0.42%	Increased
255	Moore Capital Management New York	$30.7M	+$12.8M	2	1.43%	Increased
256	Perkins Investment Management Chicago, Illinois	$30.3M	-$28.4M	1	0.44%	Reduced
257	BNP Paribas Financial Markets Paris, France	$30M	+$2M	10	0.08%	Increased
258	Retirement Systems of Alabama Montgomery, Alabama	$29.8M	-$3.34M	4	0.18%	Reduced
259	Flossbach Von Storch Cologne, Germany	$29.4M	-$827K	1	0.51%	Reduced
260	Zurich Cantonal Bank Zurich, Switzerland	$29.3M	+$657K	5	0.41%	Increased
261	Axa Paris, France	$29.1M	+$5.81M	6	0.12%	Increased
262	CC Carlson Capital Dallas, Texas	$29M	-$1.46M	1	0.33%	Reduced
263	SG Americas Securities New York	$28.9M	+$17.8M	6	0.17%	Increased
264	MLICM Metropolitan Life Insurance Company (MetLife) New York	$28.8M	-$2.89M	5	0.21%	Reduced
265	London Company of Virginia Richmond, Virginia	$28.8M	+$1.5M	1	0.27%	Increased
266	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$28.7M	+$29.6M	1	0.39%	New
267	SIC Schwartz Investment Counsel Plymouth, Michigan	$28.2M	+$444K	1	2.19%	Increased
268	UMA USA Mutuals Advisors Dallas, Texas	$28.2M	-$3.88M	7	17.08%	Reduced
269	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$27.9M	+$2.1M	3	0.35%	Increased
270	South Texas Money Management San Antonio, Texas	$27.9M	+$832K	1	1.68%	Increased
271	Virginia Retirement Systems Richmond, Virginia	$27.8M	+$5.63M	4	0.43%	Increased
272	Macquarie Group Sydney, NSW 2000, Australia	$27.8M	-$3.88M	7	0.06%	Reduced
273	Fifth Third Bancorp Cincinnati, Ohio	$27.7M	+$2.38M	8	0.26%	Increased
274	KCM Kingdon Capital Management New York	$27.7M	+$5.89M	2	1.34%	Increased
275	Putnam Investments Boston, Massachusetts	$27.7M	+$14.2M	5	0.06%	Increased