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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
226
QI
QV Investors
Alberta, Canada
$32.5M +$6.45M 1 1% Increased
227
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$32.5M -$2.17M 6 0.26% Reduced
228
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$32.3M +$966K 2 0.27% Increased
229
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$31.4M -$7.14M 4 0.11% Reduced
230
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$31.4M +$6.67M 5 0.07% Increased
231
Nomura Holdings
Nomura Holdings
Japan
$30.8M +$9.06M 4 0.11% Increased
232
Prudential plc
Prudential plc
United Kingdom
$30.8M +$2.31M 2 0.12% Increased
233
Martingale Asset Management
Martingale Asset Management
Massachusetts
$29.7M +$1.24M 3 0.39% Increased
234
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$29.6M -$167K 2 0.6% Reduced
235
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.5M +$3.22M 1 3.35% Increased
236
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$29.5M -$3.39M 5 1.26% Reduced
237
Bartlett & Co
Bartlett & Co
Ohio
$29.5M -$3.39M 5 1.26% Reduced
238
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$29M -$722K 5 0.27% Reduced
239
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$28.9M +$4.11M 6 0.58% Increased
240
Cambiar Investors
Cambiar Investors
Colorado
$28.9M -$4.55M 1 0.65% Reduced
241
TimesSquare Capital Management
TimesSquare Capital Management
New York
$28.6M +$1.49M 1 0.25% Increased
242
1832 Asset Management
1832 Asset Management
Ontario, Canada
$28.6M -$3.08M 3 0.11% Reduced
243
SG Americas Securities
SG Americas Securities
New York
$28.4M +$12.4M 8 0.25% Increased
244
Natixis
Natixis
France
$28.3M -$53.7M 4 0.23% Reduced
245
ICP
Indus Capital Partners
New York
$28.3M +$3.92M 2 5.12% Increased
246
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$28.2M +$478K 4 0.21% Increased
247
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$27.9M +$9.45M 2 0.08% Increased
248
Första AP-fonden
Första AP-fonden
Sweden
$27.9M +$7.77M 1 1.32% Increased
249
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$27.5M $0 1 0.8% Maintained
250
GD
Grandfield & Dodd
New York
$27.1M +$9.56K 1 3.21% Increased
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