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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
101	Two Sigma Investments New York	$84M	+$84.9M	5	0.59%	New
102	Principal Financial Group Des Moines, Iowa	$83.7M	+$86.2M	6	0.19%	New
103	Credit Suisse Zurich, Switzerland	$82.7M	+$85.3M	7	0.08%	New
104	PC Passport Capital San Francisco, California	$81.6M	+$86.1M	1	2.69%	New
105	Aristotle Capital Management Los Angeles, California	$79.9M	+$84.1M	1	2.19%	New
106	AGA Altrinsic Global Advisors Stamford, Connecticut	$78.4M	+$82.9M	1	1.35%	New
107	Third Point New York	$78.2M	+$75.6M	1	1.77%	New
108	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$77.4M	+$79.6M	4	0.22%	New
109	SCM Scout Capital Management New York	$76.7M	+$81M	1	1.25%	New
110	Baillie Gifford & Co Edinburgh, United Kingdom	$76.6M	+$79.7M	1	0.23%	New
111	California Public Employees Retirement System Sacramento, California	$75.7M	+$77.2M	8	0.15%	New
112	OCM Osterweis Capital Management San Francisco, California	$75.7M	+$79.6M	1	2.83%	New
113	Scout Investments Kansas City, Missouri	$73.6M	+$77.4M	1	0.85%	New
114	D.E. Shaw & Co New York	$72.4M	+$71.1M	7	0.14%	New
115	Hotchkis & Wiley Capital Management Los Angeles, California	$72.2M	+$76.4M	1	0.36%	New
116	Davenport & Co Richmond, Virginia	$71.7M	+$75.6M	2	1.58%	New
117	SCM Sandler Capital Management New York	$70.4M	+$69.7M	2	2.65%	New
118	Charles Schwab San Francisco, California	$70.1M	+$71.1M	4	0.16%	New
119	AC Ascend Capital Orinda, California	$69.3M	+$67M	1	2.95%	New
120	FCM Freshford Capital Management Rye Brook, New York	$68.7M	+$66.5M	1	10.18%	New
121	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$68.4M	+$69.9M	3	0.16%	New
122	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$68.2M	+$69.8M	4	0.34%	New
123	FI Focused Investors Los Angeles, California	$67.8M	+$71.3M	1	2.94%	New
124	MP Manikay Partners New York	$67.8M	+$65.5M	1	6.12%	New
125	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$66.6M	+$70.7M	5	0.5%	New