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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	TIAA CREF Investment Management New York	$318M	+$27.9M	6	0.22%	Increased
52	William Blair & Company Chicago, Illinois	$313M	+$17.6M	5	0.51%	Increased
53	Russell Frank Company Seattle, Washington	$292M	-$11.4M	6	0.51%	Reduced
54	T. Rowe Price Associates Baltimore, Maryland	$292M	-$34.6M	8	0.06%	Reduced
55	Viking Global Investors Stamford, Connecticut	$292M	-$306M	1	1.27%	Reduced
56	SIG Senator Investment Group New York	$287M	-$27.5M	1	3.02%	Reduced
57	PCM Pennant Capital Management Summit, New Jersey	$281M	$0	1	5.04%	Maintained
58	Ninety One (UK) London, United Kingdom	$281M	-$37M	3	1.63%	Reduced
59	First Eagle Investment Management New York	$267M	+$107M	5	0.65%	Increased
60	Deutsche Bank Frankfurt Am Main Ge, Germany	$254M	-$29M	11	0.17%	Reduced
61	Markel Group Glen Allen, Virginia	$251M	+$2.31M	4	7.17%	Increased
62	WI WHV Investments San Francisco, California	$239M	-$15.1M	1	3.01%	Reduced
63	GTP Global Thematic Partners New York	$237M	-$31.6M	1	3.64%	Reduced
64	First Pacific Advisors El Segundo, California	$237M	+$803K	1	1.93%	Increased
65	Winton Group London, United Kingdom	$234M	+$216M	3	1.59%	New
66	Thornburg Investment Management Santa Fe, New Mexico	$232M	-$8.79M	2	0.92%	Reduced
67	Gabelli Funds Rye, New York	$230M	-$806K	7	1.14%	Reduced
68	First Trust Advisors Wheaton, Illinois	$228M	+$75.7M	7	0.95%	Increased
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$227M	+$32M	9	0.34%	Increased
70	VOYA Investment Management Atlanta, Georgia	$221M	+$162M	5	0.51%	Increased
71	Fayez Sarofim & Co Houston, Texas	$217M	+$57.2M	2	0.99%	Increased
72	BlackRock Advisors Wilmington, Delaware	$211M	+$41.3M	9	0.2%	Increased
73	CCM Cantillon Capital Management New York	$208M	+$221K	1	4.82%	Increased
74	GAMCO Investors Greenwich, Connecticut	$202M	-$1.5M	5	1.06%	Reduced
75	Credit Suisse Zurich, Switzerland	$198M	+$57M	8	0.16%	Increased