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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
Silvercrest Asset Management
Silvercrest Asset Management
New York
$36.2M +$37.7M 3 0.76% New
177
USAA
United Services Automobile Association
Texas
$36.1M +$37.9M 5 0.17% New
178
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$35.5M +$36.4M 3 0.54% New
179
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$34.5M +$36.3M 4 0.16% New
180
GAI
General American Investors
New York
$34.5M +$36.3M 1 3.14% New
181
HHC
Hutchin Hill Capital
New York
$34.4M +$33.3M 1 3.54% New
182
NEAM
New England Asset Management
Connecticut
$34.1M +$35.9M 2 1.02% New
183
ZDA
Zweig-DiMenna Associates
New York
$34.1M +$33.7M 2 1.38% New
184
Bartlett & Co
Bartlett & Co
Ohio
$33.9M +$35.7M 5 1.87% New
185
Eaton Vance Management
Eaton Vance Management
Massachusetts
$33.1M +$34.9M 5 0.1% New
186
Comerica Bank
Comerica Bank
Texas
$32.8M +$34.1M 7 0.27% New
187
Chevy Chase Trust
Chevy Chase Trust
Maryland
$32.8M +$34M 5 0.29% New
188
MGC
Merchants' Gate Capital
New York
$32.7M +$31.6M 1 1.57% New
189
MTB
Mizuho Trust & Banking
Japan
$32.5M +$33.2M 3 0.14% New
190
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$32.4M +$31.4M 2 0.16% New
191
London Company of Virginia
London Company of Virginia
Virginia
$31.8M +$33.1M 1 0.46% New
192
Swiss National Bank
Swiss National Bank
Switzerland
$31.4M +$32M 4 0.14% New
193
BPM
Bronson Point Management
Connecticut
$31.4M +$33.2M 1 2.85% New
194
FFA
First Foundation Advisors
California
$30.8M +$32.5M 3 6.04% New
195
RHBC
R.H. Bluestein & Co
Michigan
$30.8M +$32.2M 3 2.7% New
196
SCM
SeaStone Capital Management
New York
$30.7M +$29.7M 1 4.47% New
197
Jefferies Group
Jefferies Group
New York
$30.7M +$30.8M 5 0.33% New
198
APG Asset Management
APG Asset Management
Netherlands
$30.3M +$30.9M 3 0.09% New
199
Raymond James & Associates
Raymond James & Associates
Florida
$30.2M +$31.6M 5 0.28% New
200
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$30.2M +$31.7M 1 0.72% New