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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
51	First Pacific Advisors El Segundo, California	$194M	+$205M	1	2.07%	New
52	Harding Loevner Bridgewater, New Jersey	$190M	+$199M	1	1.84%	New
53	LCS Levin Capital Strategies New York	$187M	+$197M	3	3.36%	New
54	T. Rowe Price Associates Baltimore, Maryland	$184M	+$183M	8	0.05%	New
55	Gabelli Funds Rye, New York	$182M	+$190M	7	1.11%	New
56	Geode Capital Management Boston, Massachusetts	$178M	+$182M	5	0.16%	New
57	GAMCO Investors Greenwich, Connecticut	$168M	+$174M	5	1.05%	New
58	TIAA CREF Investment Management New York	$158M	+$159M	4	0.13%	New
59	Massachusetts Financial Services Boston, Massachusetts	$158M	+$166M	2	0.11%	New
60	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$156M	+$165M	2	0.95%	New
61	Jennison Associates New York	$155M	+$163M	3	0.17%	New
62	SCCM Schafer Cullen Capital Management New York	$150M	+$158M	1	1.79%	New
63	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$141M	+$137M	1	3.31%	New
64	BlackRock Advisors Wilmington, Delaware	$140M	+$145M	8	0.15%	New
65	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$137M	+$144M	8	0.26%	New
66	Hardman Johnston Global Advisors Stamford, Connecticut	$137M	+$144M	1	9.36%	New
67	Perkins Investment Management Chicago, Illinois	$133M	+$141M	1	0.9%	New
68	P Pitcairn Conshohocken, Pennsylvania	$130M	+$137M	4	17.43%	New
69	Soros Fund Management New York	$127M	+$123M	1	1.38%	New
70	Empyrean Capital Partners Los Angeles, California	$125M	+$121M	1	2.9%	New
71	Fayez Sarofim & Co Houston, Texas	$124M	+$130M	1	0.62%	New
72	Deutsche Bank Frankfurt Am Main Ge, Germany	$120M	+$125M	9	0.1%	New
73	I.G. Investment Management Winnipeg, Manitoba, Canada	$120M	+$127M	2	0.48%	New
74	American Century Companies Kansas City, Missouri	$119M	+$122M	3	0.16%	New
75	SCM Shapiro Capital Management Atlanta, Georgia	$117M	+$124M	2	3.65%	New