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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	Renaissance Technologies New York	$204M	+$81.1M	10	0.46%	Increased
77	Citadel Advisors Miami, Florida	$200M	+$28.1M	7	0.17%	Increased
78	Credit Suisse Zurich, Switzerland	$200M	+$23M	9	0.19%	Increased
79	Royal Bank of Canada Toronto, Ontario, Canada	$196M	+$31M	10	0.14%	Increased
80	SCM Sirios Capital Management Boston, Massachusetts	$195M	+$10.2M	1	6.45%	Increased
81	Schroder Investment Management Group London, United Kingdom	$185M	-$11.7M	2	0.36%	Reduced
82	Parametric Portfolio Associates Seattle, Washington	$182M	+$6.32M	9	0.35%	Increased
83	Boston Partners Boston, Massachusetts	$181M	-$20.1M	2	0.26%	Reduced
84	Jennison Associates New York	$180M	-$24.4M	2	0.16%	Reduced
85	CCM Cantillon Capital Management New York	$174M	-$4.82M	1	3.47%	Reduced
86	Westfield Capital Management Boston, Massachusetts	$172M	+$1.03M	1	1.05%	Increased
87	Two Sigma Investments New York	$166M	+$164M	7	0.78%	Increased
88	Legal & General Group London, United Kingdom	$163M	+$2.63M	6	0.19%	Increased
89	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$163M	+$3M	2	1.11%	Increased
90	Aristotle Capital Management Los Angeles, California	$159M	-$2.51M	1	1.87%	Reduced
91	Millennium Management New York	$157M	+$19M	9	0.3%	Increased
92	WI WHV Investments San Francisco, California	$152M	-$20.9M	1	3.41%	Reduced
93	HMP HS Management Partners New York	$152M	+$10.1M	2	5.81%	Increased
94	CCI Columbus Circle Investors	$150M	-$20.6M	1	1.06%	Reduced
95	AB Atlas Brown Louisville, Kentucky	$149M	-$168M	3	58.06%	Reduced
96	HCM Hoplite Capital Management New York	$147M	+$16.8M	1	3.94%	Increased
97	TimesSquare Capital Management New York	$146M	-$90.8K	2	0.8%	Reduced
98	SCCM Schafer Cullen Capital Management New York	$137M	-$5.7M	2	1.42%	Reduced
99	Charles Schwab San Francisco, California	$136M	+$3.97M	6	0.19%	Increased
100	HCM Highline Capital Management New York	$134M	+$4.1M	1	4.7%	Increased