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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
FFA
First Foundation Advisors
California
$57.8M +$6.04M 4 4.83% Increased
177
LCS
Levin Capital Strategies
New York
$57.6M -$13.9M 4 0.86% Reduced
178
Frontier Capital Management
Frontier Capital Management
Massachusetts
$57.5M -$729K 1 0.42% Reduced
179
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$57M -$9.53M 4 0.43% Reduced
180
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$56.9M -$6.13M 2 1.12% Reduced
181
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$56.7M -$5.74M 4 0.19% Reduced
182
Credit Agricole
Credit Agricole
France
$55.9M -$16.6M 7 0.25% Reduced
183
GA
Glenhill Advisors
New York
$55.5M -$652K 1 4.37% Reduced
184
LT
Lindsell Train
United Kingdom
$55.2M +$5.82M 1 4.55% Increased
185
Silvercrest Asset Management
Silvercrest Asset Management
New York
$55M -$351K 4 0.78% Reduced
186
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$55M -$18M 5 0.2% Reduced
187
Aperio Group
Aperio Group
California
$53.4M +$4.93M 9 0.6% Increased
188
1832 Asset Management
1832 Asset Management
Ontario, Canada
$52.9M +$52.3M 1 0.2% New
189
Panagora Asset Management
Panagora Asset Management
Massachusetts
$51M -$7.46M 6 0.26% Reduced
190
BlackRock Japan
BlackRock Japan
Japan
$50.6M -$838K 3 0.2% Reduced
191
Congress Asset Management
Congress Asset Management
Massachusetts
$50.2M -$3.02M 1 1.21% Reduced
192
HI
Honeywell International
North Carolina
$50M +$11.3M 1 1.18% Increased
193
AGA
Altrinsic Global Advisors
Connecticut
$49.2M -$3.62M 2 1.07% Reduced
194
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$48.7M +$2.26M 2 1.35% Increased
195
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.6M +$46.7M 6 0.25% Increased
196
Samlyn Capital
Samlyn Capital
New York
$48.5M -$49.1M 1 0.78% Reduced
197
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$48.4M -$14.3M 2 1.85% Reduced
198
AIM
Allen Investment Management
New York
$48.2M -$7.32M 3 3.53% Reduced
199
USAA
United Services Automobile Association
Texas
$47.6M +$1.81M 6 0.17% Increased
200
FCM
Freshford Capital Management
New York
$47.3M -$25.8M 1 8.12% Reduced
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