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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
351
NC
Nitorum Capital
New York
$17.7M +$2.26M 1 8.46% Increased
352
BPGAM
BTG Pactual Global Asset Management
Bermuda
$17.7M +$6.62M 2 19.05% Increased
353
BIM
BRC Investment Management
Colorado
$17.2M -$3.85M 1 3% Reduced
354
TIAA CREF Trust
TIAA CREF Trust
Missouri
$17.2M +$69.3K 2 0.16% Increased
355
PWAG
Polaris Wealth Advisory Group
California
$17.1M +$2.37M 1 2.66% Increased
356
Advisors Asset Management
Advisors Asset Management
Colorado
$16.9M +$1.69M 8 0.27% Increased
357
WIM
Weitz Investment Management
Nebraska
$16.9M $0 2 0.62% Maintained
358
AHL Partners
AHL Partners
United Kingdom
$16.9M -$3.34M 2 0.91% Reduced
359
AAM
Aureus Asset Management
Massachusetts
$16.9M -$570K 1 3.64% Reduced
360
Suntrust Banks
Suntrust Banks
Georgia
$16.9M -$712K 7 0.1% Reduced
361
PP
Patten & Patten
Tennessee
$16.9M -$661K 2 2.33% Reduced
362
Oppenheimer & Co
Oppenheimer & Co
New York
$16.7M -$1.4M 6 0.5% Reduced
363
Daiwa Securities Group
Daiwa Securities Group
Japan
$16.7M -$203K 4 0.1% Reduced
364
PWLP
Prio Wealth Limited Partnership
Massachusetts
$16.7M -$26.3K 1 0.91% Reduced
365
FHAM
Folger Hill Asset Management
New York
$16.6M -$8.01M 1 1.3% Reduced
366
RC
RBO & Co
California
$16.5M -$25.1K 2 4.86% Reduced
367
Everett Harris & Co
Everett Harris & Co
California
$16.4M -$203K 3 0.59% Reduced
368
GD
Grandfield & Dodd
New York
$16.3M +$1.2M 2 2.28% Increased
369
Causeway Capital Management
Causeway Capital Management
California
$16.2M +$445K 2 0.34% Increased
370
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$16M +$9.89M 4 0.25% Increased
371
SG Americas Securities
SG Americas Securities
New York
$16M -$2.2M 7 0.11% Reduced
372
Societe Generale
Societe Generale
$16M +$15.3M 7 0.11% New
373
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16M -$8.39M 5 0.21% Reduced
374
CAM
Capstone Asset Management
Texas
$16M -$11.3M 6 0.48% Reduced
375
Hancock Whitney
Hancock Whitney
Mississippi
$16M -$517K 1 0.67% Reduced