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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	Chilton Investment Company Stamford, Connecticut	$277M	+$9.26M	3	8.06%	Increased
52	Norges Bank Oslo, Norway	$271M	+$29.5M	5	0.16%	Increased
53	Ninety One (UK) London, United Kingdom	$268M	+$2.59M	2	1.87%	Increased
54	ESG Emerging Sovereign Group New York	$253M	+$28.3M	1	10.36%	Increased
55	Geode Capital Management Boston, Massachusetts	$250M	+$12.5M	7	0.17%	Increased
56	Markel Group Glen Allen, Virginia	$244M	-$300K	4	7.7%	Reduced
57	Deutsche Bank Frankfurt Am Main Ge, Germany	$239M	+$93.8M	10	0.17%	Increased
58	Thornburg Investment Management Santa Fe, New Mexico	$234M	+$163M	2	0.89%	Increased
59	TIAA CREF Investment Management New York	$231M	+$27.4M	5	0.17%	Increased
60	GTP Global Thematic Partners New York	$228M	+$227M	1	3.54%	New
61	PCM Pennant Capital Management Summit, New Jersey	$224M	-$6.56M	1	3.84%	Reduced
62	Mondrian Investment Partners London, United Kingdom	$220M	+$211M	2	3.08%	Increased
63	Davis Selected Advisers Tucson, Arizona	$219M	-$10.4M	1	0.54%	Reduced
64	D.E. Shaw & Co New York	$218M	+$19.6M	7	0.3%	Increased
65	First Pacific Advisors El Segundo, California	$218M	-$4.6M	1	2.05%	Reduced
66	Harding Loevner Bridgewater, New Jersey	$217M	+$11.1M	2	1.68%	Increased
67	Maverick Capital Dallas, Texas	$215M	+$108M	2	2.78%	Increased
68	Gabelli Funds Rye, New York	$209M	+$518K	7	1.11%	Increased
69	Sculptor Capital New York	$194M	-$268M	2	0.5%	Reduced
70	GAMCO Investors Greenwich, Connecticut	$192M	-$259K	5	1.03%	Reduced
71	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$185M	+$4.79M	9	0.29%	Increased
72	Perkins Investment Management Chicago, Illinois	$177M	+$898K	1	1.23%	Increased
73	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$174M	-$7.1M	2	0.98%	Reduced
74	CI Global Investments Oakland, California	$174M	+$68.4M	2	4.92%	Increased
75	SCCM Schafer Cullen Capital Management New York	$174M	+$6.47M	2	1.72%	Increased