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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
301
CAM
Capco Asset Management
Florida
$25.5M +$3.62M 1 6.12% Increased
302
Artemis Investment Management
Artemis Investment Management
United Kingdom
$25.1M +$23.3M 1 0.32% New
303
KP
Kiltearn Partners
United Kingdom
$24.6M +$11.2M 1 2.27% Increased
304
RC
RBO & Co
California
$24.5M +$357K 2 4.09% Increased
305
CCM
Coerente Capital Management
Ontario, Canada
$24.4M +$66.2K 2 4.62% Increased
306
Prudential plc
Prudential plc
United Kingdom
$24.3M +$15.4M 3 0.18% Increased
307
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$24.1M +$18.5M 2 1.1% Increased
308
GWI
Grace & White Inc
New York
$24.1M $0 2 4.34% Maintained
309
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$23.9M +$436K 2 0.18% Increased
310
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$23.8M -$751K 6 0.16% Reduced
311
Resona Asset Management
Resona Asset Management
Japan
$23.8M +$23M 3 0.14% New
312
AFCM
Applied Finance Capital Management
Puerto Rico
$23.6M +$2.96M 1 1.66% Increased
313
AWM
Absher Wealth Management
North Carolina
$23.6M +$2.87M 2 3.27% Increased
314
Tocqueville Asset Management
Tocqueville Asset Management
New York
$23.2M +$101K 2 0.38% Increased
315
R.M. Davis Inc
R.M. Davis Inc
Maine
$23.1M -$739K 2 0.48% Reduced
316
Brown Advisory
Brown Advisory
Maryland
$23.1M -$1.09M 4 0.03% Reduced
317
PC
Prevatt Capital
Bahamas
$23.1M +$22.7M 1 7.77% New
318
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$22.7M -$1.53M 9 0.17% Reduced
319
Arizona State Retirement System
Arizona State Retirement System
Arizona
$22.7M +$191K 7 0.16% Increased
320
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$22.7M +$1.64M 5 0.35% Increased
321
Welch & Forbes
Welch & Forbes
Massachusetts
$22.5M +$48.4K 2 0.31% Increased
322
DIA
Davidson Investment Advisors
Montana
$22.5M +$590K 1 1.17% Increased
323
ACGDR
Atmos Capital Gestao de Recursos
Brazil
$22.5M +$11.4M 1 2.74% Increased
324
Whittier Trust
Whittier Trust
California
$22.3M -$118K 5 0.33% Reduced
325
Vontobel Holding
Vontobel Holding
Switzerland
$22.2M +$507K 6 0.18% Increased