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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
501
Erste Asset Management
Erste Asset Management
Austria
$7.08M +$8.6M 2 0.48% New
502
LPT
Legacy Private Trust
Wisconsin
$7.06M -$1.5M 1 0.91% Reduced
503
NM
Newtyn Management
New York
$7.05M +$11M 1 1.38% New
504
RIM
Regent Investment Management
Kentucky
$7.04M -$70K 4 2.64% Reduced
505
B
BP
United Kingdom
$7M +$5.35M 3 0.29% Increased
506
WAM
World Asset Management
Michigan
$7M -$3.02M 6 0.43% Reduced
507
FPFS
First Personal Financial Services
North Carolina
$6.96M +$165K 6 2.4% Increased
508
MLL
Moody Lynn & Lieberson
Massachusetts
$6.93M +$17.4K 2 0.93% Increased
509
FCM
Freshford Capital Management
New York
$6.92M -$5.21M 1 1.41% Reduced
510
JA
JLB & Associates
Michigan
$6.89M +$214K 1 1.68% Increased
511
AIM
Allen Investment Management
New York
$6.88M -$35.3M 2 0.28% Reduced
512
CWA Asset Management Group
CWA Asset Management Group
Florida
$6.85M +$237K 3 1.6% Increased
513
BA
Broadview Advisors
Wisconsin
$6.84M -$1.79M 1 1.97% Reduced
514
WCM
Weik Capital Management
Pennsylvania
$6.84M -$379K 4 3.73% Reduced
515
CIA
Covington Investment Advisors
Pennsylvania
$6.83M +$1.52K 1 2.59% Increased
516
PIA
Piedmont Investment Advisors
North Carolina
$6.82M +$29.3K 3 0.33% Increased
517
GACM
Global Alpha Capital Management
Quebec, Canada
$6.78M $0 1 1.75% Maintained
518
FIA
FNY Investment Advisers
New York
$6.78M +$6.19M 5 2.37% Increased
519
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.74M +$4.31M 4 0.32% Increased
520
NWM
Nicola Wealth Management
British Columbia, Canada
$6.74M +$5.54M 1 1.11% Increased
521
CEP
Chicago Equity Partners
Illinois
$6.67M +$5.28M 3 0.27% Increased
522
AAM
AMI Asset Management
California
$6.67M +$139K 1 0.55% Increased
523
Commerce Bank
Commerce Bank
Missouri
$6.65M -$79K 5 0.08% Reduced
524
HCM
Hutner Capital Management
Vermont
$6.58M -$708K 2 5.13% Reduced
525
BIC
Beach Investment Counsel
Pennsylvania
$6.55M -$53.6K 1 0.79% Reduced