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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
126
Scharf Investments
Scharf Investments
California
$82.6M +$1.7M 1 2.61% Increased
127
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$82.4M +$37.4M 12 0.02% Increased
128
LPL Financial
LPL Financial
California
$80.9M -$3.93M 11 0.06% Reduced
129
APG Asset Management
APG Asset Management
Netherlands
$78.3M -$12.8M 4 0.17% Reduced
130
SAM
Southernsun Asset Management
Tennessee
$77.7M +$3.09M 2 8.87% Increased
131
KBC Group
KBC Group
Belgium
$76.4M -$3.17M 5 0.32% Reduced
132
Allspring Global Investments
Allspring Global Investments
North Carolina
$75.6M +$8.23M 9 0.13% Increased
133
Canada Life
Canada Life
Manitoba, Canada
$75.6M -$1.66M 7 0.19% Reduced
134
Evercore Wealth Management
Evercore Wealth Management
New York
$75.3M +$213K 2 1.5% Increased
135
Gates Capital Management
Gates Capital Management
New York
$74.4M -$11.6M 1 1.98% Reduced
136
Bessemer Group
Bessemer Group
New Jersey
$73.9M +$63.9K 8 0.18% Increased
137
Ossiam
Ossiam
France
$72.2M +$70.6M 4 1.5% Increased
138
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$72M +$1.55M 4 1.87% Increased
139
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$71.4M -$2.42M 6 0.17% Reduced
140
Cambiar Investors
Cambiar Investors
Colorado
$71.3M -$752K 2 3.07% Reduced
141
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$70.9M +$3.88M 8 0.29% Increased
142
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$69.1M -$1.73M 5 0.16% Reduced
143
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$68.3M -$168K 10 0.14% Reduced
144
First Manhattan
First Manhattan
New York
$66.5M +$3.01M 7 0.25% Increased
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$65.8M -$11M 7 0.2% Reduced
146
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$65.3M -$760K 4 0.19% Reduced
147
Prudential Financial
Prudential Financial
New Jersey
$65M -$36.8M 8 0.1% Reduced
148
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$61.5M -$336M 10 0.12% Reduced
149
US Bancorp
US Bancorp
Minnesota
$61.1M -$1.97M 13 0.1% Reduced
150
Wasatch Advisors
Wasatch Advisors
Utah
$60.7M -$1.38M 3 0.38% Reduced