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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
Nordea Investment Management
Nordea Investment Management
Sweden
$5.98M +$274K 4 0.03% Increased
452
MSR
Main Street Research
Connecticut
$5.97M -$56.9K 1 1.61% Reduced
453
SAM
Scopus Asset Management
New York
$5.96M +$5.72M 1 0.15% New
454
MMCM
Marque Millennium Capital Management
New York
$5.94M $0 1 2.93% Maintained
455
Federated Hermes
Federated Hermes
Pennsylvania
$5.9M +$3.11M 4 0.02% Increased
456
RSVP
Ramsay Stattman Vela & Price
Colorado
$5.81M +$84.4K 1 3.35% Increased
457
PWM
Patriot Wealth Management
Texas
$5.79M +$5.7M 1 1.72% New
458
DCM
Decatur Capital Management
Georgia
$5.79M +$1.34M 1 1.22% Increased
459
DILH
Dai-ichi Life Holdings
Japan
$5.77M -$140K 3 0.2% Reduced
460
BPIM
Brant Point Investment Management
New York
$5.74M -$2.91M 1 0.65% Reduced
461
HHMI
Howard Hughes Medical Institute
Maryland
$5.74M +$4.92M 2 0.88% Increased
462
MUFG Americas
MUFG Americas
New York
$5.71M -$2.08M 5 0.2% Reduced
463
AAM
Aston Asset Management
Illinois
$5.69M -$177K 1 1.54% Reduced
464
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$5.68M +$3.29M 2 0.54% Increased
465
PEAK6 Group
PEAK6 Group
Illinois
$5.67M -$8.89M 3 0.04% Reduced
466
Montag & Associates
Montag & Associates
Georgia
$5.59M -$3.13K 1 1.04% Reduced
467
HA
Halsey Associates
Connecticut
$5.53M -$29.4K 1 1.34% Reduced
468
AAC
Asset Advisors Corp
Georgia
$5.4M -$7.05K 1 1.53% Reduced
469
WP
WMS Partners
Maryland
$5.39M +$2.75K 1 1.03% Increased
470
Palisade Capital Management
Palisade Capital Management
New Jersey
$5.33M +$789K 1 0.14% Increased
471
EP Wealth Advisors
EP Wealth Advisors
California
$5.32M +$175K 1 1.67% Increased
472
Profund Advisors
Profund Advisors
Maryland
$5.3M +$1.85M 6 0.28% Increased
473
TTWM
TCV Trust & Wealth Management
Virginia
$5.25M $0 2 1.02% Maintained
474
PL
Parthenon LLC
Kentucky
$5.24M +$126K 3 1.74% Increased
475
Jasper Ridge Partners
Jasper Ridge Partners
California
$5.21M -$3.08M 1 0.32% Reduced