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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	BAMCO Inc New York	$77.4M	-$317K	1	0.35%	Reduced
152	RhumbLine Advisers Boston, Massachusetts	$77.3M	-$1.36M	8	0.26%	Reduced
153	Davis Selected Advisers Tucson, Arizona	$76.2M	-$17.5M	1	0.32%	Reduced
154	MTB Mizuho Trust & Banking Tokyo, Japan	$74.4M	+$2.59M	4	0.26%	Increased
155	Balyasny Asset Management Chicago, Illinois	$73.2M	+$64M	3	0.54%	Increased
156	APG Asset Management Amsterdam, Netherlands	$72.8M	+$4.78M	3	0.17%	Increased
157	Scout Investments Kansas City, Missouri	$71.9M	+$1.09M	2	1.68%	Increased
158	Stifel Financial St. Louis, Missouri	$71.5M	+$325K	6	0.4%	Increased
159	Melvin Capital Management New York	$68.9M	+$20.4M	1	3.85%	Increased
160	Adage Capital Partners Boston, Massachusetts	$67.8M	+$13.9M	3	0.19%	Increased
161	LT Lindsell Train London, United Kingdom	$66.9M	+$1.46M	1	4.57%	Increased
162	Mawer Investment Management Calgary, Alberta, Canada	$66.5M	+$2.13M	2	0.91%	Increased
163	USSCPF United States Steel & Carnegie Pension Fund New York	$64M	$0	1	1.42%	Maintained
164	Douglass Winthrop Advisors New York	$64M	+$813K	5	5.04%	Increased
165	STRS Ohio Columbus, Ohio	$63.3M	-$5.25M	4	0.3%	Reduced
166	MCM McKinley Capital Management Anchorage, Alaska	$63M	-$3.04M	3	3.07%	Reduced
167	Kornitzer Capital Management Shawnee Mission, Kansas	$62.7M	-$16.1M	5	1%	Reduced
168	Cooke & Bieler Philadelphia, Pennsylvania	$62.5M	+$9.79M	1	1.46%	Increased
169	Haverford Trust Company Radnor, Pennsylvania	$62.3M	+$20.2M	2	1.81%	Increased
170	Lord, Abbett & Co Jersey City, New Jersey	$62.2M	+$32.2M	3	0.19%	Increased
171	HSBC Holdings London, United Kingdom	$61.9M	-$2.13M	6	0.16%	Reduced
172	BNP Paribas Asset Management Paris, France	$60.9M	+$3.73M	5	0.53%	Increased
173	Prudential Financial Newark, New Jersey	$60.7M	-$5.64M	5	0.12%	Reduced
174	CCM Cantillon Capital Management New York	$60.3M	-$87.7M	1	1.28%	Reduced
175	Axiom Investors Greenwich, Connecticut	$60.2M	-$993K	1	1.9%	Reduced