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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
National Pension Service
National Pension Service
South Korea
$68.4M +$1.1M 3 0.34% Increased
177
CBT
Capital Bank & Trust
California
$68.3M -$22M 3 0.93% Reduced
178
Marsico Capital Management
Marsico Capital Management
Colorado
$67.2M -$1.82M 1 2.69% Reduced
179
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.8M +$2.41M 6 0.56% Increased
180
SCM
Sirios Capital Management
Massachusetts
$65.7M +$412K 1 3.26% Increased
181
Wolverine Trading
Wolverine Trading
Illinois
$64.6M +$13.6M 6 0.23% Increased
182
Eagle Asset Management
Eagle Asset Management
Florida
$64.1M +$5.31M 2 0.35% Increased
183
FCM
Freshford Capital Management
New York
$63.9M +$6.62M 1 11.78% Increased
184
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$62.9M -$5.51M 1 2.42% Reduced
185
US Bancorp
US Bancorp
Minnesota
$62.3M +$3.25M 10 0.19% Increased
186
1832 Asset Management
1832 Asset Management
Ontario, Canada
$61M +$20.4M 4 0.2% Increased
187
Chevy Chase Trust
Chevy Chase Trust
Maryland
$61M -$305K 4 0.26% Reduced
188
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$60.9M -$1.05M 6 0.48% Reduced
189
TimesSquare Capital Management
TimesSquare Capital Management
New York
$60.9M -$7.9M 1 0.4% Reduced
190
Envestnet Asset Management
Envestnet Asset Management
Illinois
$60.3M -$3.56M 8 0.13% Reduced
191
3CP
3G Capital Partners
New York
$59.8M -$6.52M 1 3.41% Reduced
192
PPC
Park Presidio Capital
California
$59.4M $0 1 9.22% Maintained
193
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$59.3M -$13.3M 1 1.07% Reduced
194
NC
Northern Cross
Massachusetts
$59M -$640 1 0.77% Reduced
195
Balyasny Asset Management
Balyasny Asset Management
Illinois
$58.2M +$48.4M 6 0.18% Increased
196
Canada Life
Canada Life
Manitoba, Canada
$57.9M +$530K 6 0.14% Increased
197
DZ Bank
DZ Bank
Germany
$57.8M +$33.6M 2 0.22% Increased
198
BPGAM
BTG Pactual Global Asset Management
Bermuda
$56.5M -$10.3M 2 20.69% Reduced
199
CCP
Clarkston Capital Partners
Michigan
$54.9M -$1.12M 2 2.13% Reduced
200
T2I
Turim 21 Investimentos
Brazil
$54.3M -$28.9K 1 20.66% Reduced
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