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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
Frontier Capital Management
Frontier Capital Management
Massachusetts
$58M -$2.39M 1 0.43% Reduced
177
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$57.9M +$1.18M 3 5.34% Increased
178
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$57.8M -$1.27M 4 0.18% Reduced
179
Samlyn Capital
Samlyn Capital
New York
$57.6M +$8.16M 2 1.31% Increased
180
GGHC
Gilder Gagnon Howe & Co
New York
$57.5M -$872K 1 0.76% Reduced
181
Raymond James & Associates
Raymond James & Associates
Florida
$56.7M +$7.47M 6 0.35% Increased
182
CCM
Cornerstone Capital Management
Minnesota
$56.4M -$24.7M 1 1.81% Reduced
183
MCMC
Matrix Capital Management Company
New Hampshire
$56M $0 1 3.07% Maintained
184
MTB
Mizuho Trust & Banking
Japan
$55.9M +$585K 4 0.2% Increased
185
Canada Life
Canada Life
Manitoba, Canada
$55.3M -$3.38M 6 0.18% Reduced
186
ARC
Absolute Return Capital
Massachusetts
$54.8M -$44.7M 3 0.64% Reduced
187
HT
HAP Trading
New York
$54.6M +$33.2M 2 2.02% Increased
188
Panagora Asset Management
Panagora Asset Management
Massachusetts
$53.2M +$19.4M 5 0.26% Increased
189
CIP
Champlain Investment Partners
Vermont
$52.8M +$1.95M 1 0.87% Increased
190
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$52.1M -$9.93M 2 1.07% Reduced
191
APG Asset Management
APG Asset Management
Netherlands
$51.9M +$16.6M 4 0.11% Increased
192
AIM
Allen Investment Management
New York
$51.3M +$20.9M 3 5.37% Increased
193
ZDA
Zweig-DiMenna Associates
New York
$51.2M +$9.38M 4 2.34% Increased
194
ACP
Ashfield Capital Partners
California
$50.8M -$11.9M 3 2.39% Reduced
195
Stifel Financial
Stifel Financial
Missouri
$49.3M +$1.51M 6 0.44% Increased
196
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$49.2M +$15.3M 4 0.28% Increased
197
Confluence Investment Management
Confluence Investment Management
Missouri
$48.9M +$4.43M 2 2.24% Increased
198
TA
Tiptree Advisors
New York
$48.5M +$8.25M 1 10.18% Increased
199
AC
Ascend Capital
California
$48.3M +$11.8M 2 1.61% Increased
200
MCM
McKinley Capital Management
Alaska
$48.2M -$8.46M 1 1.98% Reduced
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