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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	William Blair Investment Management Chicago, Illinois	$200M	+$221M	2	0.41%	New
77	Westfield Capital Management Boston, Massachusetts	$199M	+$12.6M	1	1.41%	Increased
78	P Pitcairn Conshohocken, Pennsylvania	$196M	-$303K	4	25.98%	Reduced
79	Ninety One (UK) London, United Kingdom	$192M	+$15.3M	2	1.2%	Increased
80	Parametric Portfolio Associates Seattle, Washington	$191M	+$17.1M	9	0.37%	Increased
81	GAMCO Investors Greenwich, Connecticut	$186M	-$10M	5	1.22%	Reduced
82	HCM Hoplite Capital Management New York	$184M	+$20.9M	2	6.95%	Increased
83	Legal & General Group London, United Kingdom	$179M	+$4.54M	7	0.22%	Increased
84	Deutsche Bank Frankfurt Am Main Ge, Germany	$178M	-$77.9M	11	0.14%	Reduced
85	Renaissance Technologies New York	$175M	-$21.1M	12	0.42%	Reduced
86	Bank of Montreal Toronto, Ontario, Canada	$175M	-$50.5M	9	0.24%	Reduced
87	HMP HS Management Partners New York	$169M	+$31.7M	2	6.75%	Increased
88	Samlyn Capital New York	$166M	+$67.8M	1	3.04%	Increased
89	SCM Sirios Capital Management Boston, Massachusetts	$166M	-$44.4M	1	5.43%	Reduced
90	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$163M	+$16.2M	2	1.23%	Increased
91	CCI Columbus Circle Investors	$163M	+$964K	1	1.33%	Increased
92	HCM Highline Capital Management New York	$160M	+$14.5M	1	7.19%	Increased
93	GTP Global Thematic Partners New York	$152M	-$46.1M	1	2.56%	Reduced
94	Schroder Investment Management Group London, United Kingdom	$150M	+$1.02M	2	0.32%	Increased
95	Aristotle Capital Management Los Angeles, California	$148M	+$519K	1	1.85%	Increased
96	YCMGA York Capital Management Global Advisors New York	$145M	-$371M	1	1.93%	Reduced
97	Two Sigma Advisers New York	$145M	+$8.68M	3	0.91%	Increased
98	HT HAP Trading New York	$144M	+$79.2M	3	7.51%	Increased
99	Teachers Advisors New York	$143M	+$9.92M	6	0.29%	Increased
100	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$142M	+$14.2M	3	0.27%	Increased