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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
151	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$48.2M	-$3.99M	1	0.66%	Reduced
152	Vontobel Asset Management New York	$47.6M	-$1.38M	1	0.66%	Reduced
153	RhumbLine Advisers Boston, Massachusetts	$47.2M	-$1.8M	6	0.15%	Reduced
154	State Board of Administration of Florida Retirement System Tallahassee, Florida	$47.1M	+$82.4K	4	0.15%	Increased
155	BlackRock New York	$46M	+$4.63M	6	0.09%	Increased
156	Empyrean Capital Partners Los Angeles, California	$45.9M	-$87.1M	1	1.07%	Reduced
157	TimesSquare Capital Management New York	$44.9M	-$11.8M	1	0.25%	Reduced
158	Two Sigma Investments New York	$44.1M	-$45.2M	4	0.28%	Reduced
159	Madison Investment Holdings Madison, Wisconsin	$43.8M	-$2.37M	2	0.93%	Reduced
160	SCM Sandler Capital Management New York	$43.8M	-$26.1M	1	1.39%	Reduced
161	MCM McKinley Capital Management Anchorage, Alaska	$43.4M	-$474K	1	1.9%	Reduced
162	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$43.3M	-$27.8M	4	0.19%	Reduced
163	TBC Tweedy, Browne Co Stamford, Connecticut	$43.2M	-$135K	1	1.04%	Reduced
164	Frontier Capital Management Boston, Massachusetts	$42.6M	-$1.51M	1	0.33%	Reduced
165	Douglass Winthrop Advisors New York	$42.5M	+$1.04M	2	4.93%	Increased
166	T TOBAM Paris, France	$42.4M	+$9.06M	1	2.37%	Increased
167	USAA United Services Automobile Association San Antonio, Texas	$41.2M	+$1.86M	5	0.18%	Increased
168	Stifel Nicolaus & Co St Louis, Missouri	$40.4M	+$8.85M	5	0.67%	Increased
169	Pzena Investment Management New York	$39.9M	-$57.5M	1	0.26%	Reduced
170	1832 Asset Management Toronto, Ontario, Canada	$39.6M	+$38.1M	1	0.18%	New
171	Mackenzie Financial Toronto Ontario, Ontario, Canada	$39.3M	+$1.35M	3	0.2%	Increased
172	Chevy Chase Trust Bethesda, Maryland	$39.2M	+$4.32M	5	0.32%	Increased
173	Sit Investment Associates Minneapolis, Minnesota	$38.7M	-$1.56M	1	0.74%	Reduced
174	AC Ascend Capital Orinda, California	$38.6M	-$35.7M	1	1.44%	Reduced
175	Comerica Bank Dallas, Texas	$38.4M	+$2.3M	7	0.27%	Increased