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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
301	JP Morgan Private Wealth Advisors San Francisco, California	$21.6M	-$2.45M	5	0.25%	Reduced
302	Melvin Capital Management New York	$21.5M	+$20.8M	1	1.39%	New
303	ProShare Advisors Bethesda, Maryland	$21.5M	+$3.08M	4	0.25%	Increased
304	Mirae Asset Global Investments Seoul, South Korea	$21.5M	-$1.18M	3	0.73%	Reduced
305	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$21.3M	-$275K	1	3.28%	Reduced
306	TBC Three Bays Capital Boston, Massachusetts	$21.1M	+$21.3M	1	0.89%	New
307	Virginia Retirement Systems Richmond, Virginia	$21M	-$2.45M	3	0.32%	Reduced
308	Nordea Investment Management Stockholm, Sweden	$20.9M	-$6.51M	5	0.07%	Reduced
309	Nomura Holdings Tokyo, Japan	$20.7M	-$35.3M	4	0.07%	Reduced
310	CAM Cacti Asset Management Atlanta, Georgia	$20.7M	$0	1	2.19%	Maintained
311	TIAA CREF Trust St Louis, Missouri	$20.7M	+$342K	2	0.24%	Increased
312	DCM Decatur Capital Management Decatur, Georgia	$20.7M	+$4.67M	1	2.56%	Increased
313	Tocqueville Asset Management New York	$20.6M	+$3.94M	3	0.24%	Increased
314	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$20.5M	+$5.55M	3	0.3%	Increased
315	Hudson Bay Capital Management Stamford, Connecticut	$20.5M	+$20.7M	1	0.54%	New
316	State of Wisconsin Investment Board Madison, Wisconsin	$20.4M	+$1.44M	2	0.07%	Increased
317	Veritable Wilmington, Delaware	$20.3M	-$209K	6	0.42%	Reduced
318	Prudential plc London, England, United Kingdom	$20.1M	-$638K	2	0.09%	Reduced
319	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$20.1M	-$1.94M	3	0.06%	Reduced
320	HCM Hitchwood Capital Management New York	$20.1M	-$22.6M	1	1.07%	Reduced
321	KCM Kingdon Capital Management New York	$20M	+$3.94M	2	0.85%	Increased
322	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$20M	-$327K	1	0.1%	Reduced
323	RIG Roosevelt Investment Group New York	$20M	-$1.17M	1	1.09%	Reduced
324	Capital Guardian Trust Los Angeles, California	$20M	+$5.74M	4	0.15%	Increased
325	AAM Auxier Asset Management Aurora, Oregon	$20M	-$1.07M	2	4.04%	Reduced