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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	Mondrian Investment Partners London, United Kingdom	$75.2M	-$4.75M	2	1.65%	Reduced
152	KCM Kingdon Capital Management New York	$74.7M	+$41.2M	2	3.63%	Increased
153	STRS Ohio Columbus, Ohio	$74.6M	+$3.52M	4	0.33%	Increased
154	Fiera Capital (Canada) Montreal, Quebec, Canada	$74.3M	+$5.7M	3	0.57%	Increased
155	Mawer Investment Management Calgary, Alberta, Canada	$74.2M	+$5.72M	2	0.95%	Increased
156	Haverford Trust Company Radnor, Pennsylvania	$74.1M	+$911K	2	1.99%	Increased
157	BAMCO Inc New York	$74M	-$206K	1	0.34%	Reduced
158	Davis Selected Advisers Tucson, Arizona	$72.7M	-$4.53M	1	0.3%	Reduced
159	MCM McKinley Capital Management Anchorage, Alaska	$72.7M	+$2.13M	4	3.37%	Increased
160	Prudential Financial Newark, New Jersey	$72.5M	+$6.32M	5	0.13%	Increased
161	Mackenzie Financial Toronto Ontario, Ontario, Canada	$71.4M	+$15.6M	5	0.44%	Increased
162	Melvin Capital Management New York	$71.2M	-$6.88M	1	3.37%	Reduced
163	TGA Trilogy Global Advisors Winter Park, Florida	$70.8M	+$19.6M	1	1.84%	Increased
164	AB Atlas Brown Louisville, Kentucky	$70.4M	-$62.8M	3	44.78%	Reduced
165	Stifel Financial St. Louis, Missouri	$69.7M	-$8.98M	6	0.36%	Reduced
166	CIP Champlain Investment Partners Burlington, Vermont	$69.7M	+$24.3M	3	1.19%	Increased
167	Los Angeles Capital Management Los Angeles, California	$69.6M	+$2.86M	3	0.64%	Increased
168	LT Lindsell Train London, United Kingdom	$68.8M	$0	1	4.12%	Maintained
169	Marsico Capital Management Denver, Colorado	$68.7M	-$47.7M	2	1.21%	Reduced
170	Allianz Asset Management Munich, Germany	$66M	-$37.4M	4	0.07%	Reduced
171	Susquehanna International Group Bala Cynwyd, Pennsylvania	$65.8M	-$196M	7	0.03%	Reduced
172	Thrivent Financial for Lutherans Minneapolis, Minnesota	$65.8M	+$1.47M	5	0.32%	Increased
173	Korea Investment Corp Seoul, South Korea	$65.6M	+$5.84M	3	0.46%	Increased
174	BlackRock Japan Tokyo, Japan	$65M	+$1.19M	3	0.24%	Increased
175	State Board of Administration of Florida Retirement System Tallahassee, Florida	$65M	-$411K	4	0.24%	Reduced