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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
376
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$16.8M +$86.5K 1 0.69% Increased
377
ELI
Empire Life Investments
Ontario, Canada
$16.7M +$4.05M 1 1.02% Increased
378
Private Management Group
Private Management Group
California
$16.6M -$1.38M 1 0.63% Reduced
379
BOK Financial
BOK Financial
Oklahoma
$16.6M +$3.15M 6 0.3% Increased
380
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$16.6M -$7.55M 6 0.25% Reduced
381
MIM
Monashee Investment Management
Massachusetts
$16.4M +$16.9M 1 1.94% New
382
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$16.3M +$14.9M 6 0.37% Increased
383
SCA
Stonebridge Capital Advisors
Minnesota
$16.3M +$282K 2 1.47% Increased
384
MCM
Mill Capital Management
North Carolina
$16.2M +$28.7K 1 1.36% Increased
385
CWM
Compass Wealth Management
Connecticut
$16.2M +$1.26M 3 4.06% Increased
386
Atria Investments
Atria Investments
North Carolina
$16.1M +$3.44M 3 0.22% Increased
387
KA
Kerrisdale Advisers
Florida
$16.1M +$94K 1 5.05% Increased
388
Amalgamated Bank
Amalgamated Bank
New York
$16.1M -$3.25M 7 0.14% Reduced
389
Sit Investment Associates
Sit Investment Associates
Minnesota
$15.6M -$142K 3 0.36% Reduced
390
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$15.5M +$1.12M 2 0.28% Increased
391
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$15.5M +$183K 5 0.17% Increased
392
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$15.5M +$183K 5 0.17% Increased
393
IFM Investors
IFM Investors
Australia
$15.3M +$824K 3 0.17% Increased
394
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.3M -$32.5K 5 0.1% Reduced
395
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.2M -$672K 8 0.06% Reduced
396
William Blair & Company
William Blair & Company
Illinois
$15.1M -$715K 6 0.05% Reduced
397
GIM
Genesis Investment Management
United Kingdom
$15.1M +$15.1M 1 3.15% New
398
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$15M +$1.53M 1 0.07% Increased
399
Ossiam
Ossiam
France
$14.8M +$11.3M 4 0.26% Increased
400
FM
Freemont Management
Switzerland
$14.6M +$13.6M 1 2.08% New