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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
401
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$12.5M -$4.03M 2 0.83% Reduced
402
IRF
IBM Retirement Fund
New York
$12.5M +$302K 3 0.24% Increased
403
SW
SVB Wealth
Massachusetts
$12.4M -$1.19M 3 0.49% Reduced
404
SG Americas Securities
SG Americas Securities
New York
$12.4M -$31.3M 7 0.09% Reduced
405
LOAMU
Lombard Odier Asset Management (USA)
New York
$12.4M +$89.4K 1 1.2% Increased
406
Old Mission Capital
Old Mission Capital
Illinois
$12.2M +$4.65M 1 1.54% Increased
407
MIM
Manitou Investment Management
Ontario, Canada
$12.2M +$247K 1 4.88% Increased
408
HCMT
Highland Capital Management (Tennessee)
Tennessee
$12.2M -$1.35M 3 0.98% Reduced
409
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$12.1M -$939K 4 0.26% Reduced
410
Veritable
Veritable
Delaware
$12M +$1.18M 5 0.33% Increased
411
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$12M +$4.97M 4 0.05% Increased
412
Prudential plc
Prudential plc
United Kingdom
$12M -$2.11M 3 0.05% Reduced
413
SLCM
Seven Locks Capital Management
New York
$11.9M -$4.11M 1 3.63% Reduced
414
Asset Management One
Asset Management One
Japan
$11.9M -$20.9K 6 0.18% Reduced
415
Spot Trading
Spot Trading
Illinois
$11.8M -$18.3M 3 0.12% Reduced
416
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$11.8M +$11.4M 1 2.03% New
417
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.8M -$125K 4 0.26% Reduced
418
PointState Capital
PointState Capital
New York
$11.7M +$11.3M 1 0.3% New
419
BWP
Baldwin Wealth Partners
Massachusetts
$11.6M +$4.61M 1 1.88% Increased
420
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.5M -$222K 5 0.1% Reduced
421
BCM
Brookmont Capital Management
Texas
$11.5M -$872K 1 3.27% Reduced
422
Laurion Capital Management
Laurion Capital Management
New York
$11.4M -$17.7M 3 0.11% Reduced
423
GE
General Electric
Ohio
$11.4M -$5.34M 2 0.05% Reduced
424
TBA
Tower Bridge Advisors
Pennsylvania
$11.3M +$36.4K 1 1.48% Increased
425
SAM
Strategy Asset Managers
California
$11.2M +$399K 2 2.56% Increased