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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	CCI Columbus Circle Investors	$210M	+$14.5M	2	1.87%	Increased
77	SCM Suvretta Capital Management New York	$199M	+$57.3M	1	7.54%	Increased
78	Neuberger Berman Group New York	$198M	-$10.6M	6	0.27%	Reduced
79	VM Valinor Management New York	$197M	+$38.1M	1	5.68%	Increased
80	P Pitcairn Conshohocken, Pennsylvania	$196M	+$1.08M	5	24.8%	Increased
81	Markel Group Glen Allen, Virginia	$194M	+$233K	3	5.21%	Increased
82	Two Sigma Advisers New York	$189M	+$54.3M	6	1.06%	Increased
83	Allianz Asset Management Munich, Germany	$185M	+$109M	3	0.21%	Increased
84	Samlyn Capital New York	$185M	+$2.02M	1	3.97%	Increased
85	HCM Hitchwood Capital Management New York	$183M	-$8.92M	1	4.95%	Reduced
86	First Trust Advisors Wheaton, Illinois	$180M	-$15.8M	6	0.58%	Reduced
87	AQR Capital Management Greenwich, Connecticut	$178M	-$1.08M	7	0.32%	Reduced
88	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$175M	+$14.8M	3	0.31%	Increased
89	GAMCO Investors Greenwich, Connecticut	$173M	-$6.49M	5	1.14%	Reduced
90	Putnam Investments Boston, Massachusetts	$172M	+$51.5M	4	0.41%	Increased
91	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$171M	-$1.41M	2	1.2%	Reduced
92	Charles Schwab San Francisco, California	$170M	+$12.5M	7	0.22%	Increased
93	Amundi Asset Management US Boston, Massachusetts	$169M	+$3.79M	2	0.63%	Increased
94	SCCM Schafer Cullen Capital Management New York	$169M	+$53.1M	2	2.07%	Increased
95	Deutsche Bank Frankfurt Am Main Ge, Germany	$169M	-$65.8M	10	0.13%	Reduced
96	Two Sigma Investments New York	$164M	+$11.6M	7	0.78%	Increased
97	Aristotle Capital Management Los Angeles, California	$160M	+$7.37M	1	1.85%	Increased
98	UBS AM Chicago, Illinois	$156M	+$1.3M	8	0.18%	Increased
99	Boston Partners Boston, Massachusetts	$155M	-$45M	2	0.23%	Reduced
100	New York State Common Retirement Fund Albany, New York	$155M	+$13.2M	6	0.24%	Increased