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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	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$144M	-$341K	1	7.47%	Reduced
77	Nuveen Charlotte, North Carolina	$142M	-$40.6M	8	0.04%	Reduced
78	Amundi Paris, France	$142M	+$3.83M	6	0.05%	Increased
79	RhumbLine Advisers Boston, Massachusetts	$141M	-$58.3K	13	0.13%	Reduced
80	Perpetual Ltd Sydney, New South Wales, Australia	$140M	-$2.69M	4	1.52%	Reduced
81	Renaissance Technologies New York	$139M	+$15.9M	9	0.24%	Increased
82	Fayez Sarofim & Co Houston, Texas	$139M	+$37.7M	3	0.37%	Increased
83	Brown Brothers Harriman & Co New York	$135M	-$1.55M	7	1.02%	Reduced
84	LT Lindsell Train London, United Kingdom	$135M	$0	2	3.12%	Maintained
85	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$134M	-$1.95M	2	1.42%	Reduced
86	Davenport & Co Richmond, Virginia	$133M	-$788K	5	0.8%	Reduced
87	Principal Financial Group Des Moines, Iowa	$132M	-$68.5M	6	0.08%	Reduced
88	Millennium Management New York	$132M	-$53M	12	0.06%	Reduced
89	Hotchkis & Wiley Capital Management Los Angeles, California	$130M	+$98.8M	2	0.45%	Increased
90	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$130M	-$11.5M	1	5.37%	Reduced
91	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$129M	-$23.5M	4	0.1%	Reduced
92	Barclays London, United Kingdom	$128M	-$152M	11	0.04%	Reduced
93	Manning & Napier Advisors Fairport, New York	$127M	+$128M	3	1.44%	New
94	First Trust Advisors Wheaton, Illinois	$122M	-$13M	5	0.12%	Reduced
95	Lazard Asset Management New York	$121M	+$89.1M	6	0.15%	Increased
96	SEI Investments Oaks, Pennsylvania	$121M	+$6.11M	10	0.17%	Increased
97	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$118M	+$1.35M	6	0.12%	Increased
98	Natixis Advisors Boston, Massachusetts	$114M	-$41.3M	7	0.25%	Reduced
99	Westfield Capital Management Boston, Massachusetts	$113M	+$3.57M	1	0.56%	Increased
100	SCP Seafarer Capital Partners Larkspur, California	$113M	+$7.06M	2	38.7%	Increased