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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
Jump Financial
Jump Financial
Illinois
$9.09M +$516K 7 0.57% Increased
502
S
Seeyond
France
$9.09M +$641K 4 0.84% Increased
503
Cerity Partners
Cerity Partners
New York
$9.06M +$1.48M 5 0.14% Increased
504
Advisory Services Network
Advisory Services Network
Georgia
$9.04M -$595K 8 0.26% Reduced
505
AI
AdvisorShares Investments
Maryland
$8.94M -$1.98M 9 1.08% Reduced
506
LCM
Logan Capital Management
Pennsylvania
$8.94M -$504K 5 0.39% Reduced
507
Nomura Holdings
Nomura Holdings
Japan
$8.92M -$14.1M 6 0.02% Reduced
508
TC
Telemus Capital
Michigan
$8.91M +$580K 3 0.72% Increased
509
AF
Ally Financial
Michigan
$8.91M $0 2 0.82% Maintained
510
SAM
Strategy Asset Managers
California
$8.91M -$206K 1 2.31% Reduced
511
Candriam SCA
Candriam SCA
Luxembourg
$8.89M -$1.01M 4 0.06% Reduced
512
FA
FDx Advisors
Illinois
$8.8M +$844K 4 0.24% Increased
513
CCM
Cinctive Capital Management
New York
$8.79M +$8.27M 4 0.39% Increased
514
WCM
Wisconsin Capital Management
Wisconsin
$8.75M -$91.2K 1 3.6% Reduced
515
CNC
Canandaigua National Corp
New York
$8.68M -$277K 3 1.28% Reduced
516
CAC
Core Alternative Capital
Georgia
$8.63M -$263K 2 1.74% Reduced
517
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$8.62M -$1.69M 3 0.09% Reduced
518
DMC
Deer Management Company
New York
$8.58M +$13M 1 0.22% New
519
Commerce Bank
Commerce Bank
Missouri
$8.52M -$91.4K 6 0.06% Reduced
520
BIG
Boothe Investment Group
Delaware
$8.42M +$67.2K 1 4.5% Increased
521
BCM
Bourgeon Capital Management
Connecticut
$8.4M +$6.38K 2 1.73% Increased
522
Rathbones Group
Rathbones Group
United Kingdom
$8.38M +$554K 2 0.08% Increased
523
HPWA
Hall Private Wealth Advisors
North Carolina
$8.27M +$209K 3 5.14% Increased
524
ING Group
ING Group
Netherlands
$8.26M +$2.67M 3 0.07% Increased
525
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$8.25M +$519K 5 0.18% Increased