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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	Davis Selected Advisers Tucson, Arizona	$168M	-$38.3M	1	0.46%	Reduced
77	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$163M	-$4.77M	2	0.95%	Reduced
78	BlackRock Advisors Wilmington, Delaware	$161M	+$7.43M	9	0.16%	Increased
79	Hardman Johnston Global Advisors Stamford, Connecticut	$161M	+$9.11M	1	9.39%	Increased
80	SCCM Schafer Cullen Capital Management New York	$160M	-$3.67M	2	1.56%	Reduced
81	JHC JFB Holdings Corp Atlanta, Georgia	$160M	+$17.3M	1	5.02%	Increased
82	Aristotle Capital Management Los Angeles, California	$157M	+$12.4M	1	2.28%	Increased
83	Maverick Capital Dallas, Texas	$157M	-$56.1M	2	2.19%	Reduced
84	Eaton Vance Management Boston, Massachusetts	$156M	+$109M	6	0.46%	Increased
85	Sculptor Capital New York	$155M	-$36.4M	2	0.51%	Reduced
86	Fayez Sarofim & Co Houston, Texas	$154M	+$3.45M	1	0.73%	Increased
87	Mondrian Investment Partners London, United Kingdom	$153M	-$64.1M	2	2.25%	Reduced
88	SCM Sirios Capital Management Boston, Massachusetts	$153M	+$104M	1	4.98%	Increased
89	SCM Shapiro Capital Management Atlanta, Georgia	$153M	-$1.92M	2	4.04%	Reduced
90	HMP HS Management Partners New York	$152M	+$40.3M	2	6.85%	Increased
91	CCM Conatus Capital Management Greenwich, Connecticut	$151M	+$39.6M	1	6.67%	Increased
92	Parametric Portfolio Associates Seattle, Washington	$150M	+$5.37M	8	0.36%	Increased
93	CI Global Investments Oakland, California	$150M	-$21.4M	2	3.99%	Reduced
94	Royal Bank of Canada Toronto, Ontario, Canada	$147M	-$4.98M	10	0.11%	Reduced
95	California Public Employees Retirement System Sacramento, California	$146M	+$10.8M	8	0.21%	Increased
96	Legal & General Group London, United Kingdom	$143M	-$2.7M	5	0.17%	Reduced
97	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$141M	-$2.55M	6	0.56%	Reduced
98	FC Fairpointe Capital Chicago, Illinois	$140M	+$144K	1	1.91%	Increased
99	First Eagle Investment Management New York	$139M	+$134M	3	0.37%	Increased
100	Fisher Asset Management Camas, Washington	$135M	-$22.8M	4	0.3%	Reduced