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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
476
Daiwa Securities Group
Daiwa Securities Group
Japan
$6.65M +$191K 3 0.03% Increased
477
KeyBank National Association
KeyBank National Association
Ohio
$6.65M -$2.16M 5 0.03% Reduced
478
LOPW
Live Oak Private Wealth
North Carolina
$6.62M +$447K 1 1.07% Increased
479
OP
Oldfield Partners
United Kingdom
$6.58M -$1.46M 2 1.92% Reduced
480
AAM
AR Asset Management
California
$6.58M $0 2 1.49% Maintained
481
OFI Invest Asset Management
OFI Invest Asset Management
France
$6.52M -$20M 1 0.17% Reduced
482
UniSuper Management
UniSuper Management
Australia
$6.51M +$645K 3 0.05% Increased
483
JC
Jacobs & Co
California
$6.5M -$1.04M 2 0.69% Reduced
484
WIM
WealthPlan Investment Management
Nebraska
$6.47M +$931K 1 0.64% Increased
485
NAM
NorthCrest Asset Manangement
Minnesota
$6.47M -$375K 1 0.2% Reduced
486
Hantz Financial Services
Hantz Financial Services
Michigan
$6.46M -$399K 8 0.11% Reduced
487
Welch & Forbes
Welch & Forbes
Massachusetts
$6.46M -$7.72M 2 0.08% Reduced
488
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$6.43M +$4.41M 3 0.17% Increased
489
Xponance
Xponance
Pennsylvania
$6.42M -$132K 5 0.06% Reduced
490
AGA
Altrinsic Global Advisors
Connecticut
$6.42M -$253K 1 0.32% Reduced
491
HUB Investment Partners
HUB Investment Partners
Texas
$6.38M -$710K 4 0.25% Reduced
492
Manning & Napier Advisors
Manning & Napier Advisors
New York
$6.38M +$100K 3 0.08% Increased
493
LI
Lafayette Investments
Maryland
$6.38M +$222K 2 1.35% Increased
494
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$6.34M -$166K 1 0.26% Reduced
495
Mutual of America Capital Management
Mutual of America Capital Management
New York
$6.31M -$216K 4 0.07% Reduced
496
KCPG
Kavar Capital Partners Group
Kansas
$6.26M -$161K 2 1.04% Reduced
497
MIA
MMBG Investment Advisors
Florida
$6.22M +$1.34M 1 0.7% Increased
498
SIS
Sound Income Strategies
Florida
$6.2M +$370K 7 0.37% Increased
499
LCS
Levin Capital Strategies
New York
$6.18M -$2.85M 1 0.65% Reduced
500
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.17M -$1.76M 5 0.01% Reduced