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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
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$6.68M -$1.17M 1 0.19% Reduced
402
Amalgamated Bank
Amalgamated Bank
New York
$6.67M -$326K 6 0.05% Reduced
403
HEIP
Hudson Edge Investment Partners
New Jersey
$6.63M +$1.75M 1 0.98% Increased
404
CCIA
Campbell & Co Investment Adviser
Maryland
$6.63M +$5.68M 4 0.32% Increased
405
TM
Taproot Management
New York
$6.59M +$6.56M 1 1.07% New
406
IEQ Capital
IEQ Capital
California
$6.59M -$3.23M 4 0.02% Reduced
407
BC
Bridgefront Capital
Texas
$6.58M +$4.15M 2 1.65% Increased
408
Winton Group
Winton Group
United Kingdom
$6.52M +$503K 2 0.23% Increased
409
SCA
Sage Capital Advisors
South Dakota
$6.47M +$47.5K 1 1.54% Increased
410
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$6.45M -$858K 7 0.04% Reduced
411
Atria Investments
Atria Investments
North Carolina
$6.44M -$1.58M 5 0.07% Reduced
412
AI
Atom Investors
Texas
$6.43M +$782K 3 0.51% Increased
413
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$6.34M -$25.6M 3 0.11% Reduced
414
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.3M +$450K 14 0.02% Increased
415
MAA
Matrix Asset Advisors
New York
$6.27M +$896K 1 0.56% Increased
416
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$6.22M +$1.42M 8 0.19% Increased
417
SFCM
Savoir Faire Capital Management
Connecticut
$6.17M -$3.83M 2 2.92% Reduced
418
Private Advisor Group
Private Advisor Group
New Jersey
$6.15M +$6.79K 7 0.03% Increased
419
Erste Asset Management
Erste Asset Management
Austria
$6.08M $0 3 0.05% Maintained
420
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.06M -$17.6M 5 0.01% Reduced
421
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$6.03M -$472K 5 0.06% Reduced
422
Principal Securities
Principal Securities
Iowa
$6.01M -$452K 3 0.09% Reduced
423
TCM
Tieton Capital Management
Washington
$6M +$6.02M 1 2.05% New
424
GHC
Great Hill Capital
New York
$5.99M +$3.35M 1 0.6% Increased
425
AAM
Auxier Asset Management
Oregon
$5.97M -$116K 2 0.84% Reduced