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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	Epoch Investment Partners New York	$202M	+$192M	3	0.68%	Increased
77	Artisan Partners Milwaukee, Wisconsin	$201M	-$8.28M	1	0.37%	Reduced
78	P Pitcairn Conshohocken, Pennsylvania	$201M	-$41.6K	4	22.76%	Reduced
79	HCM Hoplite Capital Management New York	$197M	+$24.3M	2	12.52%	Increased
80	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$194M	-$3.25M	3	0.27%	Reduced
81	HMP HS Management Partners New York	$192M	-$14.3M	1	6.19%	Reduced
82	New York State Common Retirement Fund Albany, New York	$188M	-$1.19M	6	0.24%	Reduced
83	Viking Global Investors Stamford, Connecticut	$187M	+$184M	1	1.21%	New
84	BNP Paribas Financial Markets Paris, France	$187M	-$24.1M	9	0.46%	Reduced
85	Credit Suisse Zurich, Switzerland	$184M	-$79M	10	0.18%	Reduced
86	D.E. Shaw & Co New York	$183M	+$50.1M	7	0.28%	Increased
87	Marshall Wace North America New York	$183M	+$26.2M	4	1.16%	Increased
88	USS Investment Management London, United Kingdom	$183M	$0	2	1.41%	Maintained
89	Numeric Investors Boston, Massachusetts	$182M	+$35M	3	1.4%	Increased
90	TD Asset Management Toronto, Ontario, Canada	$181M	+$97M	7	0.27%	Increased
91	Sculptor Capital New York	$179M	+$140M	1	0.87%	Increased
92	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$178M	-$475K	6	1.07%	Reduced
93	PointState Capital New York	$177M	+$173M	1	1.5%	Increased
94	Point72 Asset Management Stamford, Connecticut	$176M	-$6.56M	1	0.79%	Reduced
95	UBS AM Chicago, Illinois	$175M	+$1.74M	8	0.16%	Increased
96	Cambiar Investors Denver, Colorado	$173M	+$53.4K	2	2.72%	Increased
97	Eaton Vance Management Boston, Massachusetts	$173M	-$4.21M	7	0.45%	Reduced
98	SCCM Schafer Cullen Capital Management New York	$171M	-$745K	2	2.06%	Reduced
99	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$171M	+$56.1M	5	11.66%	Increased
100	Westfield Capital Management Boston, Massachusetts	$171M	+$16.8M	1	1.31%	Increased