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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 Sirios Capital Management Boston, Massachusetts	$190M	+$29.3M	1	6.5%	Increased
77	YCMGA York Capital Management Global Advisors New York	$188M	+$54.5M	1	1.87%	Increased
78	Eaton Vance Management Boston, Massachusetts	$187M	+$19.8M	6	0.55%	Increased
79	Principal Financial Group Des Moines, Iowa	$183M	+$7.08M	7	0.31%	Increased
80	SCM Shapiro Capital Management Atlanta, Georgia	$182M	-$9.2M	2	4.39%	Reduced
81	P Pitcairn Conshohocken, Pennsylvania	$181M	+$217K	4	20.02%	Increased
82	Aristotle Capital Management Los Angeles, California	$178M	+$16.5M	2	2.37%	Increased
83	Citadel Advisors Miami, Florida	$169M	+$68.5M	8	0.19%	Increased
84	HMP HS Management Partners New York	$169M	+$20.4M	2	6.89%	Increased
85	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$169M	-$2.11M	2	0.94%	Reduced
86	Bank of Montreal Toronto, Ontario, Canada	$167M	+$39.4M	8	0.19%	Increased
87	Royal Bank of Canada Toronto, Ontario, Canada	$167M	+$10.7M	9	0.11%	Increased
88	California Public Employees Retirement System Sacramento, California	$164M	+$7.1M	9	0.22%	Increased
89	Boston Partners Boston, Massachusetts	$164M	-$10.3M	2	0.27%	Reduced
90	Parametric Portfolio Associates Seattle, Washington	$163M	+$5.76M	9	0.37%	Increased
91	CI Global Investments Oakland, California	$161M	-$3.24M	2	4.1%	Reduced
92	SCCM Schafer Cullen Capital Management New York	$160M	-$3.02M	2	1.48%	Reduced
93	EPCM Eton Park Capital Management New York	$158M	-$37.3M	1	2.35%	Reduced
94	LCG Luxor Capital Group New York	$157M	+$147M	1	3.13%	New
95	Legal & General Group London, United Kingdom	$155M	-$1.7M	5	0.18%	Reduced
96	Hardman Johnston Global Advisors Stamford, Connecticut	$154M	-$9.61M	1	8.25%	Reduced
97	HCM Hoplite Capital Management New York	$149M	+$139M	1	3.84%	New
98	Guggenheim Capital Chicago, Illinois	$148M	+$10.6M	8	0.37%	Increased
99	Baillie Gifford & Co Edinburgh, United Kingdom	$146M	+$5.79M	2	0.32%	Increased
100	Chilton Investment Company Stamford, Connecticut	$145M	-$143M	3	5.83%	Reduced