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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	TA Tiptree Advisors New York	$48.7M	-$19.5M	1	6.37%	Reduced
202	Winton Group London, United Kingdom	$48M	-$83.1M	2	0.44%	Reduced
203	Adage Capital Partners Boston, Massachusetts	$46.3M	+$24.4M	3	0.12%	Increased
204	Douglas C. Lane & Associates New York	$46.3M	+$2.77M	1	1.25%	Increased
205	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$45.6M	+$30.4M	4	0.33%	Increased
206	AIM Allen Investment Management New York	$45.5M	-$2.25M	4	4.32%	Reduced
207	Melvin Capital Management New York	$44.7M	+$23.6M	1	2.41%	Increased
208	Congress Asset Management Boston, Massachusetts	$44.1M	-$11M	1	1.27%	Reduced
209	Eagle Asset Management St Petersburg, Florida	$43.9M	+$1.74M	1	0.25%	Increased
210	ZDA Zweig-DiMenna Associates New York	$43.9M	-$30.3M	2	2.42%	Reduced
211	AGA Altrinsic Global Advisors Stamford, Connecticut	$43.6M	-$2.83M	2	0.89%	Reduced
212	BAPIM British Airways Pensions Investment Management London, United Kingdom	$43M	-$1.84M	2	1.33%	Reduced
213	Bartlett & Co Cincinnati, Ohio	$42.6M	+$1.98M	5	2.14%	Increased
214	Bradley Foster & Sargent Hartford, Connecticut	$42.3M	-$1.41M	4	1.93%	Reduced
215	USAA United Services Automobile Association San Antonio, Texas	$42.1M	-$5.12M	5	0.15%	Reduced
216	HM Payson & Co Portland, Maine	$41.9M	+$1.85M	3	2.09%	Increased
217	IIM Ivory Investment Management New York	$41.9M	+$43.6M	2	1.02%	New
218	Empyrean Capital Partners Los Angeles, California	$41.9M	+$3.72M	1	1.96%	Increased
219	Baillie Gifford & Co Edinburgh, United Kingdom	$40.4M	-$1.36M	2	0.07%	Reduced
220	Diamond Hill Capital Management Columbus, Ohio	$40.3M	+$5.86M	1	0.27%	Increased
221	Chevy Chase Trust Bethesda, Maryland	$40.1M	-$476K	4	0.24%	Reduced
222	State of Tennessee, Department of Treasury Nashville, Tennessee	$39.8M	-$3.02M	3	0.22%	Reduced
223	B BP London, United Kingdom	$39.7M	+$4.23M	3	1.49%	Increased
224	RNC Capital Management Los Angeles, California	$38.3M	-$501K	1	3.26%	Reduced
225	M&T Bank Buffalo, New York	$37.9M	-$2.65M	6	0.23%	Reduced