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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	FTCM Fir Tree Capital Management New York	$125M	+$28.8M	1	5.37%	Increased
127	First Trust Advisors Wheaton, Illinois	$123M	+$12.6M	6	0.37%	Increased
128	HMP HS Management Partners New York	$121M	-$22.2M	1	4.99%	Reduced
129	USS Investment Management London, United Kingdom	$121M	+$12.4M	2	1.85%	Increased
130	APG Asset Management Amsterdam, Netherlands	$115M	+$20.7M	3	0.2%	Increased
131	Raymond James & Associates St Petersburg, Florida	$107M	+$2.27M	9	0.29%	Increased
132	Cambiar Investors Denver, Colorado	$107M	+$105M	1	1.55%	New
133	TGA Trilogy Global Advisors Winter Park, Florida	$106M	+$3.32M	1	3.51%	Increased
134	New York State Teachers Retirement System (NYSTRS) Albany, New York	$106M	-$4.81M	4	0.28%	Reduced
135	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$106M	$0	1	4.44%	Maintained
136	Fiera Capital (Canada) Montreal, Quebec, Canada	$105M	+$24.3M	3	0.58%	Increased
137	TD Asset Management Toronto, Ontario, Canada	$104M	+$2.5M	5	0.18%	Increased
138	MTB Mizuho Trust & Banking Tokyo, Japan	$103M	-$597K	4	0.31%	Reduced
139	PC Passport Capital San Francisco, California	$102M	-$151M	2	2.12%	Reduced
140	Beck Mack & Oliver New York	$101M	-$4.59M	1	3.64%	Reduced
141	RhumbLine Advisers Boston, Massachusetts	$100M	+$706K	6	0.28%	Increased
142	Melvin Capital Management New York	$99.9M	+$33M	1	2.63%	Increased
143	D.E. Shaw & Co New York	$98.9M	-$4.42M	7	0.17%	Reduced
144	Pictet Asset Management (UK) London, United Kingdom	$95.5M	+$47.3M	3	0.36%	Increased
145	CIP Champlain Investment Partners Burlington, Vermont	$95.1M	+$5.29M	3	1.44%	Increased
146	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$93.4M	+$89.8M	1	43.95%	New
147	1832 Asset Management Toronto, Ontario, Canada	$93.1M	+$20.6M	3	0.35%	Increased
148	IIM Ivory Investment Management New York	$90.2M	+$9.35M	2	2.58%	Increased
149	CC Carlson Capital Dallas, Texas	$89.9M	+$48.2M	1	1.14%	Increased
150	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$88.4M	+$76.7M	2	1.36%	Increased