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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	Thomaspartners Boston, Massachusetts	$134M	+$4.98M	1	2.16%	Increased
102	Fisher Asset Management Camas, Washington	$134M	-$787K	4	0.26%	Reduced
103	California Public Employees Retirement System Sacramento, California	$129M	-$56.5M	6	0.19%	Reduced
104	New York State Common Retirement Fund Albany, New York	$128M	-$18.1M	6	0.19%	Reduced
105	Principal Financial Group Des Moines, Iowa	$128M	+$14.3M	6	0.19%	Increased
106	Two Sigma Advisers New York	$125M	+$130M	4	0.93%	Increased
107	Allianz Asset Management Munich, Germany	$123M	-$20.2M	3	0.13%	Reduced
108	UBS AM Chicago, Illinois	$123M	-$781K	8	0.12%	Reduced
109	Amundi Asset Management US Boston, Massachusetts	$123M	+$2.14M	3	0.45%	Increased
110	Teachers Advisors New York	$123M	-$30.9M	6	0.23%	Reduced
111	AllianceBernstein Nashville, Tennessee	$122M	-$11.9M	7	0.1%	Reduced
112	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$118M	-$1.96M	3	0.21%	Reduced
113	Maverick Capital Dallas, Texas	$117M	+$4.31M	1	1.79%	Increased
114	Beck Mack & Oliver New York	$117M	-$3.77M	1	3.04%	Reduced
115	EA Euclid Advisors Hartford, Connecticut	$114M	+$108M	3	2.25%	Increased
116	Davenport & Co Richmond, Virginia	$111M	-$80.1K	3	1.72%	Reduced
117	USS Investment Management London, United Kingdom	$108M	+$657K	2	1.72%	Increased
118	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$104M	+$1.19M	5	0.24%	Increased
119	Mondrian Investment Partners London, United Kingdom	$103M	-$1.43M	2	1.75%	Reduced
120	First Eagle Investment Management New York	$103M	+$1.17M	3	0.25%	Increased
121	River Road Asset Management Louisville, Kentucky	$102M	-$2.05M	1	1.5%	Reduced
122	Davis Selected Advisers Tucson, Arizona	$100M	-$1.65M	1	0.35%	Reduced
123	AA Antipodean Advisors New York	$94.6M	+$11M	2	9.79%	Increased
124	Chilton Investment Company Stamford, Connecticut	$93.1M	+$3.89M	3	3.41%	Increased
125	SCM Suvretta Capital Management New York	$90.8M	+$13.2M	1	4.3%	Increased