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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	RhumbLine Advisers Boston, Massachusetts	$75M	+$5.81M	8	0.24%	Increased
152	PC Passport Capital San Francisco, California	$74.3M	-$9.91M	2	1.5%	Reduced
153	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$73.7M	$0	1	3.28%	Maintained
154	Scout Investments Kansas City, Missouri	$73M	-$3.22M	1	1.36%	Reduced
155	Mackenzie Financial Toronto Ontario, Ontario, Canada	$72M	+$784K	5	0.39%	Increased
156	Mawer Investment Management Calgary, Alberta, Canada	$69.9M	+$117K	2	0.89%	Increased
157	HT HAP Trading New York	$69.5M	+$63.7M	3	4.19%	Increased
158	USSCPF United States Steel & Carnegie Pension Fund New York	$68.9M	$0	1	1.44%	Maintained
159	MTB Mizuho Trust & Banking Tokyo, Japan	$68.2M	+$4.13M	4	0.23%	Increased
160	LT Lindsell Train London, United Kingdom	$68.2M	+$1.1M	1	4.78%	Increased
161	CCM Cornerstone Capital Management Edina, Minnesota	$68M	+$27.1M	1	2.23%	Increased
162	Fiera Capital (Canada) Montreal, Quebec, Canada	$67.5M	+$146K	2	0.42%	Increased
163	FCM Freshford Capital Management Rye Brook, New York	$65.9M	+$18.4M	2	10.46%	Increased
164	TCM Tybourne Capital Management Hong Kong	$65.8M	+$28.7M	1	5.59%	Increased
165	FI Focused Investors Los Angeles, California	$65.6M	-$558K	1	2.28%	Reduced
166	EGA Emerging Global Advisors New York	$65.6M	-$10.4M	1	30.44%	Reduced
167	Sculptor Capital New York	$64.6M	-$24.7M	2	0.19%	Reduced
168	STRS Ohio Columbus, Ohio	$64.3M	+$46.8M	4	0.28%	Increased
169	Madison Investment Holdings Madison, Wisconsin	$64.1M	+$3.8M	2	1.3%	Increased
170	HSBC Holdings London, United Kingdom	$62.4M	-$20.4M	7	0.13%	Reduced
171	Prudential Financial Newark, New Jersey	$62.3M	-$14.6M	4	0.11%	Reduced
172	APG Asset Management Amsterdam, Netherlands	$62.2M	-$9.89M	3	0.12%	Reduced
173	Douglass Winthrop Advisors New York	$61.9M	$0	4	4.81%	Maintained
174	Cullen Capital Management New York	$61.6M	$0	2	1.97%	Maintained
175	FFA First Foundation Advisors Irvine, California	$60.8M	+$1.69M	4	4.83%	Increased