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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	FI Focused Investors Los Angeles, California	$75.8M	-$340K	1	2.84%	Reduced
152	USSCPF United States Steel & Carnegie Pension Fund New York	$75.6M	+$50.7M	1	1.68%	Increased
153	Mackenzie Financial Toronto Ontario, Ontario, Canada	$75.2M	-$1.67M	4	0.35%	Reduced
154	MP Manikay Partners New York	$74.9M	$0	1	4.17%	Maintained
155	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$74.2M	+$1.39M	4	0.19%	Increased
156	Congress Asset Management Boston, Massachusetts	$74M	-$3.69M	1	1.88%	Reduced
157	BAMCO Inc New York	$73.8M	$0	1	0.29%	Maintained
158	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$71.5M	-$46.7M	5	0.96%	Reduced
159	LCS Levin Capital Strategies New York	$71.1M	-$12.7M	2	1.1%	Reduced
160	Susquehanna International Group Bala Cynwyd, Pennsylvania	$68.6M	+$36.4M	7	0.03%	Increased
161	Fiera Capital (Canada) Montreal, Quebec, Canada	$68.4M	-$2.18M	2	0.35%	Reduced
162	HSBC Holdings London, United Kingdom	$68.3M	+$12.1M	7	0.15%	Increased
163	BNP Paribas Asset Management Paris, France	$67.9M	+$4.43M	5	0.53%	Increased
164	Axa Paris, France	$67.5M	+$29.1M	5	0.28%	Increased
165	BlackRock New York	$67.3M	-$7.72M	7	0.1%	Reduced
166	Cullen Capital Management New York	$66.6M	-$329K	2	1.73%	Reduced
167	FCM Freshford Capital Management Rye Brook, New York	$65.9M	-$19.7M	1	8.63%	Reduced
168	RhumbLine Advisers Boston, Massachusetts	$64.7M	-$321K	7	0.19%	Reduced
169	Corvex Management New York	$64.6M	+$12.2M	1	0.77%	Increased
170	USAA United Services Automobile Association San Antonio, Texas	$61.7M	-$2.8M	6	0.23%	Reduced
171	Silvercrest Asset Management New York	$60.6M	-$276K	5	0.91%	Reduced
172	SAM Scopus Asset Management New York	$60.5M	+$17.7M	1	1.38%	Increased
173	Hotchkis & Wiley Capital Management Los Angeles, California	$59.4M	-$151M	1	0.21%	Reduced
174	Jane Street New York	$59M	+$52.5M	3	0.75%	Increased
175	London Company of Virginia Richmond, Virginia	$58.1M	-$9.01M	1	0.63%	Reduced