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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
126	UBS AM Chicago, Illinois	$66.1M	+$67.6M	6	0.09%	New
127	PCM Pennant Capital Management Summit, New Jersey	$64.4M	+$62.3M	1	1.2%	New
128	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$64.2M	+$67.7M	1	16.98%	New
129	VCM Valiant Capital Management San Francisco, California	$63.1M	+$66.6M	1	7.56%	New
130	Northern Trust Company of Connecticut Stamford, Connecticut	$61.1M	+$63.1M	7	0.41%	New
131	Guggenheim Capital Chicago, Illinois	$60.3M	+$61.5M	7	0.25%	New
132	Cullen Capital Management New York	$59.1M	+$62.2M	1	1.8%	New
133	New York State Teachers Retirement System (NYSTRS) Albany, New York	$59M	+$59.9M	4	0.17%	New
134	HT HAP Trading New York	$58.5M	+$56.6M	2	1.98%	New
135	River Road Asset Management Louisville, Kentucky	$57.5M	+$60.8M	1	0.71%	New
136	Epoch Investment Partners New York	$57M	+$60M	2	0.28%	New
137	Teachers Advisors New York	$56.3M	+$56.7M	4	0.15%	New
138	WCMNY Westchester Capital Management (New York) Valhalla, New York	$55.2M	+$53.4M	1	1.03%	New
139	ACP Ashfield Capital Partners San Francisco, California	$54.9M	+$57.9M	2	2.96%	New
140	SJIC St. James Investment Company Southlake, Texas	$54.9M	+$58.1M	1	6.08%	New
141	BAMCO Inc New York	$54M	+$50.2M	1	0.28%	New
142	AllianceBernstein Nashville, Tennessee	$54M	+$54.8M	7	0.06%	New
143	DCM Dupont Capital Management Wilmington, Delaware	$53.4M	+$56.8M	2	1%	New
144	Prudential Financial Newark, New Jersey	$53.3M	+$54.4M	5	0.12%	New
145	Glenview Capital Management New York	$53.1M	+$51.4M	1	0.49%	New
146	TD Asset Management Toronto, Ontario, Canada	$50.6M	+$52.7M	5	0.11%	New
147	STRS Ohio Columbus, Ohio	$50.5M	+$53.2M	5	0.22%	New
148	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$49.8M	+$52.7M	1	0.68%	New
149	CI Global Investments Oakland, California	$49.6M	+$52.4M	1	2.27%	New
150	MVIP Mar Vista Investment Partners Los Angeles, California	$49.5M	+$52.2M	1	3.22%	New