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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	Egerton Capital (UK) London, United Kingdom	$210M	+$34.3M	1	1.61%	Increased
77	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$209M	-$5.47M	4	0.24%	Reduced
78	D.E. Shaw & Co New York	$203M	-$147M	7	0.26%	Reduced
79	Credit Suisse Zurich, Switzerland	$200M	+$22.2M	9	0.2%	Increased
80	Citadel Advisors Miami, Florida	$197M	-$138M	7	0.1%	Reduced
81	California Public Employees Retirement System Sacramento, California	$188M	+$29.5M	6	0.26%	Increased
82	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$188M	+$6.37M	5	1.12%	Increased
83	New York State Common Retirement Fund Albany, New York	$183M	-$8.19M	6	0.23%	Reduced
84	First Eagle Investment Management New York	$182M	-$4.85M	1	0.45%	Reduced
85	Neuberger Berman Group New York	$181M	+$3.73M	8	0.2%	Increased
86	Putnam Investments Boston, Massachusetts	$176M	-$54.3M	2	0.4%	Reduced
87	Maverick Capital Dallas, Texas	$175M	-$16.9M	2	2.04%	Reduced
88	STRS Ohio Columbus, Ohio	$173M	+$19.6M	5	0.75%	Increased
89	Davenport & Co Richmond, Virginia	$173M	-$18.7M	5	2.13%	Reduced
90	Teachers Advisors New York	$171M	+$7.88M	6	0.21%	Increased
91	USS Investment Management London, United Kingdom	$170M	-$37.8M	2	1.86%	Reduced
92	BP BBR Partners New York	$169M	+$5.36M	2	28.45%	Increased
93	BNP Paribas Financial Markets Paris, France	$169M	+$22.7M	10	0.28%	Increased
94	SCCM Schafer Cullen Capital Management New York	$166M	-$7.89M	2	2.14%	Reduced
95	Eaton Vance Management Boston, Massachusetts	$161M	+$7.95M	8	0.38%	Increased
96	CIP Champlain Investment Partners Burlington, Vermont	$161M	-$13.8M	3	1.56%	Reduced
97	Manning & Napier Group Fairport, New York	$160M	+$5.36M	2	1.58%	Increased
98	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$160M	+$2.53M	4	2.67%	Increased
99	GAMCO Investors Greenwich, Connecticut	$159M	-$6.24M	7	1.08%	Reduced
100	Westfield Capital Management Boston, Massachusetts	$158M	-$1.58M	2	1.18%	Reduced