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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
451
SIS
Sound Income Strategies
Florida
$4.98M -$204K 1 0.22% Reduced
452
BCM
Banyan Capital Management
Georgia
$4.97M -$260K 1 2.16% Reduced
453
NEOS Investment Management
NEOS Investment Management
Connecticut
$4.96M +$579K 3 0.02% Increased
454
Maven Securities
Maven Securities
Jersey
$4.95M +$4.75M 2 0.1% New
455
OFI Invest Asset Management
OFI Invest Asset Management
France
$4.95M -$385K 2 0.05% Reduced
456
AAM
Auxier Asset Management
Oregon
$4.93M -$113K 2 0.66% Reduced
457
Capula Management
Capula Management
Cayman Islands
$4.9M +$4.96M 2 0.02% New
458
GCA
Greenwood Capital Associates
South Carolina
$4.86M -$15.5K 3 0.48% Reduced
459
ALPS Advisors
ALPS Advisors
Colorado
$4.85M +$640K 2 0.02% Increased
460
GCM
Gibraltar Capital Management
Oklahoma
$4.81M +$152K 1 0.74% Increased
461
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.81M -$6.81M 3 0.01% Reduced
462
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.81M -$1.83M 11 0.01% Reduced
463
Korea Investment Corp
Korea Investment Corp
South Korea
$4.79M -$15M 1 0.01% Reduced
464
LSWM
Lorne Steinberg Wealth Management
Canada
$4.76M +$143K 1 0.98% Increased
465
Lido Advisors
Lido Advisors
California
$4.73M +$833K 5 0.01% Increased
466
Maverick Capital
Maverick Capital
Texas
$4.72M +$305K 2 0.04% Increased
467
Waverly Advisors
Waverly Advisors
Alabama
$4.71M -$1.28M 4 0.03% Reduced
468
ERIC
Eagle Rock Investment Company
Georgia
$4.7M +$69.4K 2 0.58% Increased
469
Merit Financial Group
Merit Financial Group
Georgia
$4.66M +$543K 5 0.03% Increased
470
Xponance
Xponance
Pennsylvania
$4.64M +$57.5K 5 0.03% Increased
471
MAI Capital Management
MAI Capital Management
Ohio
$4.6M -$219K 5 0.02% Reduced
472
TTWM
TCV Trust & Wealth Management
Virginia
$4.56M $0 2 0.35% Maintained
473
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$4.54M +$297K 2 0.02% Increased
474
IFM Investors
IFM Investors
Australia
$4.53M +$372K 1 0.03% Increased
475
Rakuten Investment Management
Rakuten Investment Management
Japan
$4.47M +$275K 3 0.01% Increased