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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	YCMGA York Capital Management Global Advisors New York	$191M	+$9.84M	1	1.93%	Increased
77	GAMCO Investors Greenwich, Connecticut	$191M	+$337K	5	1.03%	Increased
78	Chilton Investment Company Stamford, Connecticut	$180M	+$44.2M	4	6.03%	Increased
79	AB Atlas Brown Louisville, Kentucky	$176M	+$66.8M	3	65.42%	Increased
80	P Pitcairn Conshohocken, Pennsylvania	$174M	-$55K	4	19.51%	Reduced
81	Boston Partners Boston, Massachusetts	$173M	+$11.3M	2	0.28%	Increased
82	SCM Sirios Capital Management Boston, Massachusetts	$172M	-$16.1M	1	5.93%	Reduced
83	Corvex Management New York	$171M	+$109M	2	2.06%	Increased
84	Citadel Advisors Miami, Florida	$167M	-$1.41M	9	0.18%	Reduced
85	Royal Bank of Canada Toronto, Ontario, Canada	$166M	+$9.08M	9	0.11%	Increased
86	HMP HS Management Partners New York	$165M	+$397K	2	6.89%	Increased
87	California Public Employees Retirement System Sacramento, California	$161M	+$941K	9	0.22%	Increased
88	Aristotle Capital Management Los Angeles, California	$160M	-$2.38M	1	2.1%	Reduced
89	Guggenheim Capital Chicago, Illinois	$158M	+$13.7M	8	0.38%	Increased
90	Parametric Portfolio Associates Seattle, Washington	$157M	+$776K	8	0.35%	Increased
91	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$156M	-$646K	2	0.94%	Reduced
92	Renaissance Technologies New York	$152M	+$35.8M	10	0.41%	Increased
93	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$148M	+$71.4M	6	0.52%	Increased
94	Legal & General Group London, United Kingdom	$148M	-$4.15M	6	0.18%	Reduced
95	Principal Financial Group Des Moines, Iowa	$148M	-$28.5M	7	0.25%	Reduced
96	CI Global Investments Oakland, California	$146M	-$8.72M	1	3.32%	Reduced
97	AllianceBernstein Nashville, Tennessee	$144M	+$38.4M	7	0.12%	Increased
98	SCCM Schafer Cullen Capital Management New York	$141M	-$4.71M	2	1.35%	Reduced
99	Allianz Asset Management Munich, Germany	$141M	-$454M	4	0.17%	Reduced
100	Arrowstreet Capital Boston, Massachusetts	$140M	+$44.4M	3	0.75%	Increased