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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
201	Pentwater Capital Management Naples, Florida	$46.9M	+$47.5M	1	0.35%	New
202	Korea Investment Corp Seoul, South Korea	$46.4M	+$7.3M	3	0.36%	Increased
203	Confluence Investment Management St. Louis, Missouri	$46M	+$3.8M	2	1.74%	Increased
204	TCM Tybourne Capital Management Hong Kong	$46M	+$49.8M	1	4.29%	New
205	Los Angeles Capital Management Los Angeles, California	$45.9M	+$42.1M	3	0.42%	Increased
206	NFA Nationwide Fund Advisors Columbus, Ohio	$45.8M	+$7.69M	7	0.18%	Increased
207	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$45.6M	+$22.2M	1	3.51%	Increased
208	Artisan Partners Milwaukee, Wisconsin	$45.4M	+$1.27M	1	0.08%	Increased
209	SAM Scopus Asset Management New York	$44.7M	+$32.3M	1	0.89%	Increased
210	Capital Fund Management (CFM) Paris, France	$44.7M	+$17.2M	2	0.61%	Increased
211	BAPIM British Airways Pensions Investment Management London, United Kingdom	$44.4M	-$7M	2	1.36%	Reduced
212	Bradley Foster & Sargent Hartford, Connecticut	$43.9M	-$130K	4	2%	Reduced
213	State of Tennessee, Department of Treasury Nashville, Tennessee	$43.1M	+$4.12M	3	0.23%	Increased
214	Comerica Bank Dallas, Texas	$42.8M	-$40.3M	7	0.36%	Reduced
215	Eagle Asset Management St Petersburg, Florida	$42.3M	-$12.5M	1	0.24%	Reduced
216	Citigroup New York	$42.1M	+$237K	11	0.04%	Increased
217	Baillie Gifford & Co Edinburgh, United Kingdom	$41.6M	+$1.76M	2	0.08%	Increased
218	Douglas C. Lane & Associates New York	$41.5M	+$7.63M	1	1.09%	Increased
219	RNC Capital Management Los Angeles, California	$41.3M	-$1.14M	1	3.47%	Reduced
220	Jane Street New York	$41.2M	+$21.9M	5	0.32%	Increased
221	AC Ascend Capital Orinda, California	$41M	-$43.3M	1	1.41%	Reduced
222	Empyrean Capital Partners Los Angeles, California	$40.9M	+$30.1M	1	2.04%	Increased
223	M&T Bank Buffalo, New York	$40M	+$3.87M	7	0.25%	Increased
224	UMA USA Mutuals Advisors Dallas, Texas	$39.9M	-$9.5M	7	18.61%	Reduced
225	Chevy Chase Trust Bethesda, Maryland	$39.8M	-$1.14M	4	0.24%	Reduced