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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
326
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$12.2M -$4.95M 4 0.23% Reduced
327
RRCP
Rip Road Capital Partners
Massachusetts
$12M +$9.28M 2 7.95% Increased
328
Scout Investments
Scout Investments
Missouri
$11.9M +$565K 1 0.35% Increased
329
SFG
Sather Financial Group
Texas
$11.8M -$327K 2 2.3% Reduced
330
CIM
Contrarius Investment Management
Jersey
$11.8M -$2.49M 1 1.51% Reduced
331
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11.7M +$8.29M 8 0.15% Increased
332
Ancora Advisors
Ancora Advisors
Ohio
$11.7M +$2.24M 6 0.54% Increased
333
AFIA
America First Investment Advisors
Nebraska
$11.6M -$276K 1 4.22% Reduced
334
TBA
Tower Bridge Advisors
Pennsylvania
$11.6M +$2.07M 2 1.53% Increased
335
MSL
Mackay Shields LLC
New York
$11.5M -$436K 4 0.11% Reduced
336
UMB Bank
UMB Bank
Missouri
$11.5M -$1.86M 2 0.41% Reduced
337
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.4M +$529K 3 0.53% Increased
338
AssetMark Inc
AssetMark Inc
California
$11.4M -$803K 5 0.1% Reduced
339
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.4M +$1.08M 10 0.04% Increased
340
VCM
Vigilant Capital Management
Maine
$11.4M +$543K 1 1.66% Increased
341
MUFG Americas
MUFG Americas
New York
$11.4M -$199K 3 0.38% Reduced
342
Everett Harris & Co
Everett Harris & Co
California
$11.4M +$274K 2 0.29% Increased
343
PP
PDT Partners
New York
$11.3M +$6.74M 2 0.89% Increased
344
WesBanco Bank
WesBanco Bank
West Virginia
$11.2M -$127K 2 0.65% Reduced
345
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$11.2M +$1.41M 2 0.22% Increased
346
WP
WealthPLAN Partners
Nebraska
$11.2M +$7.95M 2 1.45% Increased
347
Brinker Capital
Brinker Capital
Pennsylvania
$11.2M +$2.88M 5 0.45% Increased
348
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$11.2M +$99.6K 4 0.22% Increased
349
TIA
Tandem Investment Advisors
South Carolina
$11.2M +$1.88M 1 1.66% Increased
350
Silvercrest Asset Management
Silvercrest Asset Management
New York
$11.2M -$1.16M 5 0.12% Reduced