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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
176	Balyasny Asset Management Chicago, Illinois	$61.6M	-$99.4M	4	0.37%	Reduced
177	CCM Cantillon Capital Management New York	$61.4M	-$2.23M	1	1.07%	Reduced
178	Diamond Hill Capital Management Columbus, Ohio	$60.7M	+$8.83M	1	0.39%	Increased
179	EA Euclid Advisors Hartford, Connecticut	$60.4M	-$40.7M	3	2.29%	Reduced
180	HSBC Holdings London, United Kingdom	$60M	-$21.7M	6	0.17%	Reduced
181	SJIC St. James Investment Company Southlake, Texas	$59.8M	+$8.79M	1	7.74%	Increased
182	Cooke & Bieler Philadelphia, Pennsylvania	$58.3M	-$3.06M	1	1.3%	Reduced
183	Cullen Capital Management New York	$57.6M	-$926K	2	2.04%	Reduced
184	Capital Guardian Trust Los Angeles, California	$56.6M	+$10.3M	3	0.44%	Increased
185	NC Northern Cross Boston, Massachusetts	$55.9M	+$46M	1	0.82%	New
186	SI Squadra Investments Rio De Janeiro, Brazil	$54.9M	+$11.3M	1	66.22%	Increased
187	Kornitzer Capital Management Shawnee Mission, Kansas	$54M	-$3.61M	6	0.93%	Reduced
188	Credit Agricole Montrouge Cedex, France	$53.8M	+$4.33M	5	0.25%	Increased
189	Winton Group London, United Kingdom	$53.7M	+$23.6M	3	0.58%	Increased
190	Envestnet Asset Management Chicago, Illinois	$53.7M	+$4.76M	8	0.23%	Increased
191	FI Focused Investors Los Angeles, California	$53.6M	-$1.72M	1	2.06%	Reduced
192	SEI Investments Oaks, Pennsylvania	$53.3M	-$10.7M	7	0.33%	Reduced
193	ACI AMP Capital Investors Sydney, Australia	$53.1M	-$7.39M	7	0.36%	Reduced
194	USAA United Services Automobile Association San Antonio, Texas	$52.8M	+$3.85M	5	0.19%	Increased
195	BNP Paribas Financial Markets Paris, France	$51.4M	+$10.7M	5	0.22%	Increased
196	FFA First Foundation Advisors Irvine, California	$51M	+$974K	4	3.7%	Increased
197	Axa Paris, France	$50.8M	+$17.8M	6	0.23%	Increased
198	Comerica Bank Dallas, Texas	$50.8M	+$2.24M	8	0.45%	Increased
199	Davidson Kempner Capital Management New York	$50.1M	+$28.7M	2	1.06%	Increased
200	GTP Global Thematic Partners New York	$49.8M	-$74.5M	1	1.06%	Reduced