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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
Cullen Capital Management
Cullen Capital Management
New York
$65.7M -$22.9K 2 2.33% Reduced
177
Wolverine Trading
Wolverine Trading
Illinois
$64.4M +$302K 5 0.15% Increased
178
Douglas Lane & Associates
Douglas Lane & Associates
New York
$64M -$245K 1 1.39% Reduced
179
CBT
Capital Bank & Trust
California
$63.6M +$214K 3 0.86% Increased
180
1832 Asset Management
1832 Asset Management
Ontario, Canada
$63.3M +$3.95M 4 0.23% Increased
181
FCM
Freshford Capital Management
New York
$62.8M -$864K 1 10.43% Reduced
182
NI
Nuance Investments
Missouri
$62.5M -$4.6M 1 4.22% Reduced
183
DZ Bank
DZ Bank
Germany
$62.1M -$1.29M 3 0.24% Reduced
184
Driehaus Capital Management
Driehaus Capital Management
Illinois
$60.7M +$46.3M 2 2.15% Increased
185
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$60.7M +$1.27M 3 0.15% Increased
186
3CP
3G Capital Partners
New York
$60M +$270K 1 4.24% Increased
187
US Bancorp
US Bancorp
Minnesota
$59.9M -$2.37M 10 0.18% Reduced
188
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$59.9M +$1.86M 6 0.46% Increased
189
Chevy Chase Trust
Chevy Chase Trust
Maryland
$59.4M -$2.74M 4 0.26% Reduced
190
Marsico Capital Management
Marsico Capital Management
Colorado
$58.9M -$7.92M 1 2.21% Reduced
191
TimesSquare Capital Management
TimesSquare Capital Management
New York
$58.3M -$11.4M 1 0.4% Reduced
192
Canada Life
Canada Life
Manitoba, Canada
$56.4M -$2.96M 7 0.14% Reduced
193
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$56.3M +$14.6M 2 0.44% Increased
194
PointState Capital
PointState Capital
New York
$54.3M +$54.8M 1 0.59% New
195
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$53.6M -$23.7M 2 0.95% Reduced
196
KBC Group
KBC Group
Belgium
$53.4M +$1.78M 5 0.49% Increased
197
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$53.2M +$14.7M 9 0.36% Increased
198
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$53.1M -$1.95M 1 0.99% Reduced
199
CCP
Clarkston Capital Partners
Michigan
$52.6M +$292K 2 2.05% Increased
200
SCM
Sirios Capital Management
Massachusetts
$52M -$13.1M 1 2.56% Reduced