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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
201
Rockefeller Capital Management
Rockefeller Capital Management
New York
$41.5M -$3.2M 4 0.11% Reduced
202
Guggenheim Capital
Guggenheim Capital
Illinois
$41.3M +$3.53M 8 0.29% Increased
203
PineBridge Investments
PineBridge Investments
New York
$41.2M +$10.8M 6 0.31% Increased
204
Congress Asset Management
Congress Asset Management
Massachusetts
$40.8M +$6.35M 1 0.28% Increased
205
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$40.6M -$6.5M 7 0.12% Reduced
206
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$39.6M +$475K 1 1.86% Increased
207
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.5M -$62.7M 2 0.03% Reduced
208
Gotham Asset Management
Gotham Asset Management
New York
$38.1M +$15.1M 6 0.39% Increased
209
Calamos Advisors
Calamos Advisors
Illinois
$38M +$7.01M 2 0.16% Increased
210
HBK Investments
HBK Investments
Texas
$37.9M -$13.2M 1 0.42% Reduced
211
Osaic Holdings
Osaic Holdings
Arizona
$37.9M +$1.07M 14 0.09% Increased
212
Artemis Investment Management
Artemis Investment Management
United Kingdom
$37.8M -$876K 1 0.58% Reduced
213
CIBC World Market
CIBC World Market
Ontario, Canada
$37.2M +$3.93M 6 0.08% Increased
214
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$37.1M -$1.15M 3 0.08% Reduced
215
Vaughan David Investments
Vaughan David Investments
Illinois
$36.7M +$708K 1 0.84% Increased
216
Tidal Investments
Tidal Investments
Wisconsin
$36.5M -$2.7M 7 0.39% Reduced
217
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.5M -$17.1M 8 0.06% Reduced
218
SG Americas Securities
SG Americas Securities
New York
$35.7M +$15.2M 9 0.13% Increased
219
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$34.7M +$122K 1 0.66% Increased
220
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$34.2M -$3.11M 4 1.1% Reduced
221
Aviso Financial
Aviso Financial
Ontario, Canada
$34M +$912K 3 1.69% Increased
222
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$33.7M +$322K 8 0.41% Increased
223
GD
Grandfield & Dodd
New York
$33.7M +$710K 1 2% Increased
224
Chevy Chase Trust
Chevy Chase Trust
Maryland
$33.6M -$1.28M 5 0.1% Reduced
225
Pathstone Holdings
Pathstone Holdings
New Jersey
$33.4M -$211K 9 0.15% Reduced