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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
76	SCM Shapiro Capital Management Atlanta, Georgia	$130M	+$7.32M	2	3.67%	Increased
77	P Pitcairn Conshohocken, Pennsylvania	$128M	-$216K	3	15.68%	Reduced
78	JHC JFB Holdings Corp Atlanta, Georgia	$121M	+$5.73M	1	4.77%	Increased
79	FC Fairpointe Capital Chicago, Illinois	$120M	+$14M	1	2.02%	Increased
80	EPCM Eton Park Capital Management New York	$120M	+$113M	1	2.65%	New
81	I.G. Investment Management Winnipeg, Manitoba, Canada	$119M	-$6.42M	3	0.45%	Reduced
82	Viking Global Investors Stamford, Connecticut	$119M	+$113M	1	0.66%	New
83	Royal Bank of Canada Toronto, Ontario, Canada	$118M	+$1.22M	8	0.09%	Increased
84	Aristotle Capital Management Los Angeles, California	$117M	+$28.5M	1	2.35%	Increased
85	Fisher Asset Management Camas, Washington	$116M	-$394K	3	0.29%	Reduced
86	Farallon Capital Management San Francisco, California	$115M	-$10.2M	1	2.35%	Reduced
87	HMP HS Management Partners New York	$112M	-$851K	2	6.19%	Reduced
88	Winton Capital Management London, United Kingdom	$112M	-$9.82M	3	1.35%	Reduced
89	Legal & General Group London, United Kingdom	$109M	-$995K	4	0.14%	Reduced
90	CCM Conatus Capital Management Greenwich, Connecticut	$105M	+$100M	1	4.45%	New
91	Baillie Gifford & Co Edinburgh, United Kingdom	$105M	+$28.4M	2	0.26%	Increased
92	Beck Mack & Oliver New York	$104M	-$110K	1	2.75%	Reduced
93	Parametric Portfolio Associates Seattle, Washington	$104M	+$947K	7	0.28%	Increased
94	MGC Merchants' Gate Capital New York	$102M	+$63M	1	4.12%	Increased
95	HSBC Holdings London, United Kingdom	$101M	+$72.9M	6	0.28%	Increased
96	Maverick Capital Dallas, Texas	$99.3M	+$6.4M	1	1.34%	Increased
97	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$96.8M	-$56M	1	2.43%	Reduced
98	CI Global Investments Oakland, California	$96M	+$39.7M	1	3.63%	Increased
99	CCM Cornerstone Capital Management Edina, Minnesota	$94.5M	-$5.51M	1	2.92%	Reduced
100	Victory Capital Management San Antonio, Texas	$90.9M	+$87.3M	3	0.65%	New