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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	SFM Systematic Financial Management Teaneck, New Jersey	$105M	+$23.1M	1	0.76%	Increased
127	Maverick Capital Dallas, Texas	$104M	+$7.95M	1	1.51%	Increased
128	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$101M	+$1.17M	3	0.2%	Increased
129	EGA Emerging Global Advisors New York	$95.5M	+$3.16M	1	32.55%	Increased
130	Mondrian Investment Partners London, United Kingdom	$92.2M	+$3.65M	2	1.28%	Increased
131	OCM Osterweis Capital Management San Francisco, California	$89.4M	-$290K	1	2.75%	Reduced
132	Millennium Management New York	$89M	-$17.3M	7	0.23%	Reduced
133	HSBC Holdings London, United Kingdom	$88.3M	+$21.2M	7	0.18%	Increased
134	New York State Teachers Retirement System (NYSTRS) Albany, New York	$87.6M	+$803K	4	0.23%	Increased
135	Davenport & Co Richmond, Virginia	$87.5M	+$1.45M	2	1.53%	Increased
136	Epoch Investment Partners New York	$86.6M	+$1.74M	3	0.34%	Increased
137	Hardman Johnston Global Advisors Stamford, Connecticut	$86.2M	-$56.5M	1	4.77%	Reduced
138	Scout Investments Kansas City, Missouri	$83.4M	-$6.05M	4	1.12%	Reduced
139	AGA Altrinsic Global Advisors Stamford, Connecticut	$83.4M	-$19.2M	2	1.58%	Reduced
140	Marsico Capital Management Denver, Colorado	$82.9M	-$6.61M	1	0.65%	Reduced
141	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$82.8M	+$15.7M	5	1.07%	Increased
142	Susquehanna International Group Bala Cynwyd, Pennsylvania	$81.9M	+$15M	8	0.03%	Increased
143	Fred Alger Management New York	$81.6M	-$4.79M	4	0.4%	Reduced
144	Credit Agricole Montrouge Cedex, France	$80.4M	+$6.44M	6	0.34%	Increased
145	FC Fairpointe Capital Chicago, Illinois	$80.4M	-$29.1M	1	1.07%	Reduced
146	Prudential Financial Newark, New Jersey	$79.9M	-$5.72M	4	0.15%	Reduced
147	Citigroup New York	$78.7M	-$6.66M	7	0.07%	Reduced
148	VCM Valiant Capital Management San Francisco, California	$77.5M	$0	1	9.16%	Maintained
149	TD Asset Management Toronto, Ontario, Canada	$75M	-$883K	6	0.13%	Reduced
150	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$74.2M	+$1.33M	4	0.18%	Increased