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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
TTWM
TCV Trust & Wealth Management
Virginia
$17.1M +$227K 3 2.05% Increased
327
SC
Sasco Capital
Connecticut
$16.8M -$2.2M 1 2.3% Reduced
328
IAM
Infusive Asset Management
New York
$16.7M -$430K 1 12.36% Reduced
329
Kestra Advisory Services
Kestra Advisory Services
Texas
$16.5M +$3.52M 9 0.17% Increased
330
INTECH Investment Management
INTECH Investment Management
Florida
$16.5M +$16.2M 3 0.09% New
331
HM Payson & Co
HM Payson & Co
Maine
$16.4M -$497K 5 0.42% Reduced
332
Braun Stacey Associates
Braun Stacey Associates
New York
$16.3M +$555K 1 0.93% Increased
333
Boston Trust Walden
Boston Trust Walden
Massachusetts
$16.2M -$228K 5 0.15% Reduced
334
EPAM
Euro Pacific Asset Management
Puerto Rico
$16.2M +$397K 3 3.84% Increased
335
SCM
Sirios Capital Management
Massachusetts
$16.2M -$5M 1 2.92% Reduced
336
WC
Whitney & Co
New York
$16.2M +$26.3K 1 2.94% Increased
337
Everett Harris & Co
Everett Harris & Co
California
$16.1M -$1.45M 3 0.28% Reduced
338
Los Angeles Capital Management
Los Angeles Capital Management
California
$16M +$6.25M 3 0.08% Increased
339
SFG
Sather Financial Group
Texas
$15.9M +$14.6K 3 1.64% Increased
340
LCS
Levin Capital Strategies
New York
$15.8M -$380K 1 1.87% Reduced
341
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.8M -$643K 10 0.09% Reduced
342
Marshall Wace
Marshall Wace
United Kingdom
$15.6M +$6.59M 5 0.03% Increased
343
Gofen & Glossberg
Gofen & Glossberg
Illinois
$15.5M -$2.38M 2 0.41% Reduced
344
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.4M +$5.24M 13 0.1% Increased
345
Vontobel Holding
Vontobel Holding
Switzerland
$15.4M -$11.3M 4 0.17% Reduced
346
Covington Capital Management
Covington Capital Management
California
$15.3M -$392K 5 0.62% Reduced
347
AustralianSuper
AustralianSuper
Australia
$15.1M -$7.79M 1 0.09% Reduced
348
PDM
Penn Davis McFarland
Texas
$15.1M -$170K 1 2.83% Reduced
349
AFIA
America First Investment Advisors
Nebraska
$15.1M +$67K 1 4.84% Increased
350
RHBC
R.H. Bluestein & Co
Michigan
$15M +$242K 5 0.92% Increased