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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	BP BBR Partners New York	$185M	-$19.6M	2	24.03%	Reduced
77	Third Point New York	$184M	-$118M	1	2.05%	Reduced
78	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$184M	-$4.71M	5	1.15%	Reduced
79	Teachers Advisors New York	$177M	-$24.1M	6	0.22%	Reduced
80	Russell Investments Group London, United Kingdom	$176M	+$26.3M	9	0.33%	Increased
81	New York State Common Retirement Fund Albany, New York	$175M	-$5.27M	7	0.23%	Reduced
82	California Public Employees Retirement System Sacramento, California	$171M	-$63.1M	7	0.21%	Reduced
83	HSBC Holdings London, United Kingdom	$169M	+$102M	7	0.31%	Increased
84	Putnam Investments Boston, Massachusetts	$167M	+$4.97M	4	0.39%	Increased
85	BNP Paribas Financial Markets Paris, France	$166M	+$9.3M	11	0.36%	Increased
86	Raymond James & Associates St Petersburg, Florida	$165M	+$22.4M	9	0.25%	Increased
87	SCCM Schafer Cullen Capital Management New York	$161M	-$6.53M	2	2.36%	Reduced
88	Citadel Advisors Miami, Florida	$158M	-$166M	9	0.08%	Reduced
89	GAMCO Investors Greenwich, Connecticut	$154M	-$4.94M	6	1.18%	Reduced
90	Stifel Financial St. Louis, Missouri	$153M	+$32.7M	7	0.43%	Increased
91	CCP Clarkston Capital Partners Rochester, Michigan	$153M	+$6.62M	3	5.07%	Increased
92	Citigroup New York	$152M	-$71.8M	11	0.15%	Reduced
93	Confluence Investment Management St. Louis, Missouri	$151M	-$5.07M	1	2.55%	Reduced
94	Barclays London, United Kingdom	$150M	+$33.7M	11	0.1%	Increased
95	Eaton Vance Management Boston, Massachusetts	$145M	+$6.92M	8	0.33%	Increased
96	Allianz Asset Management Munich, Germany	$143M	-$27.8M	5	0.14%	Reduced
97	STRS Ohio Columbus, Ohio	$138M	+$13.1M	4	0.63%	Increased
98	Arrowstreet Capital Boston, Massachusetts	$138M	-$43.7M	6	0.33%	Reduced
99	Neuberger Berman Group New York	$134M	-$23.3M	8	0.16%	Reduced
100	PNC Financial Services Group Pittsburgh, Pennsylvania	$132M	-$5.47M	11	0.13%	Reduced