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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	American Century Companies Kansas City, Missouri	$202M	+$75.2M	3	0.25%	Increased
52	T. Rowe Price Associates Baltimore, Maryland	$201M	-$10.7M	7	0.05%	Reduced
53	Gabelli Funds Rye, New York	$194M	-$940K	7	1.11%	Reduced
54	Harding Loevner Bridgewater, New Jersey	$193M	-$13.6M	1	1.72%	Reduced
55	PCM Pennant Capital Management Summit, New Jersey	$189M	+$112M	1	3.38%	Increased
56	GAMCO Investors Greenwich, Connecticut	$181M	-$1.92M	5	1.06%	Reduced
57	Corvex Management New York	$180M	-$48.6M	1	3.35%	Reduced
58	Massachusetts Financial Services Boston, Massachusetts	$176M	+$2.41M	2	0.11%	Increased
59	TIAA CREF Investment Management New York	$174M	+$4.03M	4	0.14%	Increased
60	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$172M	-$472K	2	1.01%	Reduced
61	Renaissance Technologies New York	$171M	+$71.9M	9	0.41%	Increased
62	D.E. Shaw & Co New York	$165M	+$78.5M	5	0.26%	Increased
63	Jennison Associates New York	$165M	-$4.35M	3	0.17%	Reduced
64	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$165M	+$14M	9	0.27%	Increased
65	LCS Levin Capital Strategies New York	$164M	-$32.7M	3	2.8%	Reduced
66	SCCM Schafer Cullen Capital Management New York	$161M	-$4.83M	1	1.77%	Reduced
67	Third Point New York	$158M	+$68M	1	3.86%	Increased
68	Perkins Investment Management Chicago, Illinois	$157M	+$18.3M	1	1.08%	Increased
69	Hardman Johnston Global Advisors Stamford, Connecticut	$154M	+$3.33M	1	10.33%	Increased
70	Sarofim Fayez Houston, Texas	$153M	+$150M	1	0.75%	New
71	Fidelity International Hamilton, Bermuda	$150M	+$45M	2	0.72%	Increased
72	BlackRock Advisors Wilmington, Delaware	$145M	-$8.76M	8	0.15%	Reduced
73	Hotchkis & Wiley Capital Management Los Angeles, California	$141M	+$65.7M	1	0.65%	Increased
74	SIG Senator Investment Group New York	$135M	-$98M	1	1.95%	Reduced
75	Deutsche Bank Frankfurt Am Main Ge, Germany	$131M	+$2.66M	9	0.1%	Increased