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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
HEIP
Hudson Edge Investment Partners
New Jersey
$7.23M +$1.4M 1 1.9% Increased
502
William Blair Investment Management
William Blair Investment Management
Illinois
$7.22M -$48.7M 1 0.03% Reduced
503
Braun Stacey Associates
Braun Stacey Associates
New York
$7.14M -$6.33M 1 0.4% Reduced
504
1IA
1834 Investment Advisors
Wisconsin
$7.13M -$190K 2 1.09% Reduced
505
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$7.06M +$80.6K 6 0.58% Increased
506
LIA
LS Investment Advisors
Michigan
$7.04M -$310K 6 0.38% Reduced
507
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$7.03M +$3.57K 1 0.13% Increased
508
NCM
Newfoundland Capital Management
Brazil
$7.01M -$4.61M 1 1.17% Reduced
509
HCM
Hutner Capital Management
Vermont
$7M -$588K 2 4.83% Reduced
510
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.98M +$1.06K 2 0.87% Increased
511
PP
Paloma Partners
Connecticut
$6.9M +$4.37M 6 0.1% Increased
512
BIC
Beach Investment Counsel
Pennsylvania
$6.9M -$50K 1 0.76% Reduced
513
Jones Financial Companies
Jones Financial Companies
Missouri
$6.88M +$439K 1 0.01% Increased
514
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$6.85M +$25.8K 3 0.6% Increased
515
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.85M +$1.77M 7 0.09% Increased
516
SCA
Snowden Capital Advisors
New York
$6.82M +$476K 3 0.6% Increased
517
SC
Schulhoff & Co
Ohio
$6.8M +$18K 3 3.19% Increased
518
NP
NS Partners
United Kingdom
$6.78M +$13.8K 1 0.54% Increased
519
CTA
Colonial Trust Advisors
South Carolina
$6.78M -$221K 2 1.12% Reduced
520
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.73M -$795K 8 0.09% Reduced
521
Natixis
Natixis
France
$6.69M -$9.23M 3 0.04% Reduced
522
BCM
BTR Capital Management
California
$6.66M +$4.4M 1 1.15% Increased
523
WAM
World Asset Management
Michigan
$6.63M -$873K 6 0.31% Reduced
524
MCM
Maple Capital Management
Vermont
$6.6M +$6.24M 2 1.28% Increased
525
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$6.59M +$6.36M 2 0.29% Increased