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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
BPBT
Boston Private Bank & Trust
Massachusetts
$8.22M +$193K 6 0.4% Increased
452
BLM
Bennett Lawrence Management
New York
$8.22M -$2.21M 1 1.87% Reduced
453
Martingale Asset Management
Martingale Asset Management
Massachusetts
$8.17M -$2.41M 4 0.25% Reduced
454
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.13M -$595K 4 0.12% Reduced
455
TI
Turner Investments
Pennsylvania
$8.11M -$1.17M 4 0.49% Reduced
456
Caxton Associates (New York)
Caxton Associates (New York)
New York
$8.06M -$3.98M 1 0.27% Reduced
457
NCM
Nelson Capital Management
California
$8.04M +$192K 1 3.03% Increased
458
1919 Investment Counsel
1919 Investment Counsel
Maryland
$7.96M -$303K 6 0.16% Reduced
459
LPT
Legacy Private Trust
Wisconsin
$7.92M -$292K 1 1.21% Reduced
460
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.88M +$910K 3 0.06% Increased
461
Marshall Wace
Marshall Wace
United Kingdom
$7.81M +$5.89M 2 0.11% Increased
462
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$7.69M -$27.4K 3 0.19% Reduced
463
Mutual of America Capital Management
Mutual of America Capital Management
New York
$7.51M +$15.7K 4 0.18% Increased
464
AAM
Aston Asset Management
Illinois
$7.46M -$667K 1 1.76% Reduced
465
AFIA
America First Investment Advisors
Nebraska
$7.42M +$60.3K 1 3.34% Increased
466
PWPCM
Perella Weinberg Partners Capital Management
New York
$7.42M +$3.86M 1 0.83% Increased
467
HA
Halsey Associates
Connecticut
$7.32M +$295K 1 1.65% Increased
468
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$7.31M -$1.19M 3 0.31% Reduced
469
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$7.26M +$710K 1 0.78% Increased
470
FCE
Fiera Capital (Europe)
Cayman Islands
$7.25M -$1.55M 1 5.23% Reduced
471
AC
Amici Capital
New York
$7.19M -$1.71M 1 0.24% Reduced
472
DCM
Dupont Capital Management
Delaware
$7.1M -$2.54M 1 0.12% Reduced
473
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$7.05M -$896K 4 0.21% Reduced
474
TTWM
TCV Trust & Wealth Management
Virginia
$6.99M $0 2 1.18% Maintained
475
JMFC
J.M. Forbes & Co
Massachusetts
$6.98M -$35.8K 1 1.76% Reduced