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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
Advisory Services Network
Advisory Services Network
Georgia
$8.52M +$71.9K 8 0.25% Increased
502
Vest Financial
Vest Financial
Virginia
$8.52M +$1.95M 1 1.55% Increased
503
LCM
Logan Capital Management
Pennsylvania
$8.48M +$298K 5 0.41% Increased
504
Regions Financial Corp
Regions Financial Corp
Alabama
$8.44M -$162K 6 0.07% Reduced
505
SAM
Strategy Asset Managers
California
$8.44M +$216K 2 1.83% Increased
506
AAM
Auxier Asset Management
Oregon
$8.4M +$2.52K 2 1.33% Increased
507
FA
FDx Advisors
Illinois
$8.38M +$83.9K 4 0.28% Increased
508
DG
Discerene Group
Connecticut
$8.3M -$671K 1 1.06% Reduced
509
TC
Telemus Capital
Michigan
$8.2M +$12.1K 3 0.72% Increased
510
S
Seeyond
France
$8.13M -$597K 3 0.81% Reduced
511
KCM
Kingdon Capital Management
New York
$8.1M +$2.27M 2 0.84% Increased
512
Calamos Wealth Management
Calamos Wealth Management
Illinois
$8.05M -$2.37M 1 0.6% Reduced
513
ECG
Edge Capital Group
Georgia
$8.03M -$984K 1 0.55% Reduced
514
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$7.97M +$1.61M 2 0.15% Increased
515
Rathbones Group
Rathbones Group
United Kingdom
$7.89M +$178K 2 0.08% Increased
516
Optiver Holding
Optiver Holding
Netherlands
$7.8M -$34.9M 4 0.01% Reduced
517
CNC
Canandaigua National Corp
New York
$7.78M -$192K 3 1.18% Reduced
518
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$7.71M +$1.84M 1 0.18% Increased
519
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$7.71M +$82.7K 5 0.17% Increased
520
PL
Parkwood LLC
Ohio
$7.67M +$238K 1 1.26% Increased
521
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$7.55M +$2.54M 2 0.18% Increased
522
BIG
Boothe Investment Group
Delaware
$7.54M -$301K 1 5.2% Reduced
523
AF
Alerus Financial
North Dakota
$7.51M +$4.22M 2 0.64% Increased
524
AM
Atwater Malick
Pennsylvania
$7.41M +$306K 1 3.58% Increased
525
CAC
Core Alternative Capital
Georgia
$7.41M -$1.18M 3 1.98% Reduced