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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
FC
FORA Capital
Florida
$7.81M +$2.9M 3 0.78% Increased
502
KA
Kerrisdale Advisers
Florida
$7.76M +$7.56M 1 2.3% New
503
AMBIA
Allen Mooney & Barnes Investment Advisors
Georgia
$7.69M +$320K 1 1.84% Increased
504
NEAM
New England Asset Management
Connecticut
$7.68M -$40.8M 1 1.14% Reduced
505
TC
Telemus Capital
Michigan
$7.66M -$27.4K 2 0.67% Reduced
506
FRM
Foundation Resource Management
Arkansas
$7.66M +$283K 1 1.27% Increased
507
Palisade Capital Management
Palisade Capital Management
New Jersey
$7.66M +$1.37M 2 0.21% Increased
508
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$7.66M +$5.42M 2 0.18% Increased
509
Commerce Bank
Commerce Bank
Missouri
$7.64M +$217K 6 0.06% Increased
510
LOPW
Live Oak Private Wealth
North Carolina
$7.59M +$562K 1 1.57% Increased
511
Nissay Asset Management
Nissay Asset Management
Japan
$7.53M -$119K 3 0.07% Reduced
512
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$7.51M -$5.73M 3 0.16% Reduced
513
Pathstone Family Office
Pathstone Family Office
New Jersey
$7.5M -$1.33M 6 0.12% Reduced
514
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$7.49M -$126K 6 0.2% Reduced
515
CA
Callahan Advisors
Texas
$7.47M +$826K 1 0.96% Increased
516
AE Wealth Management
AE Wealth Management
Kansas
$7.32M -$462K 7 0.05% Reduced
517
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$7.3M -$47.2K 2 0.17% Reduced
518
AM
Atwater Malick
Pennsylvania
$7.22M +$131K 1 3.39% Increased
519
Element Capital Management
Element Capital Management
New York
$7.21M +$7.16M 3 0.54% New
520
GA
GFS Advisors
Texas
$7.21M -$2.05M 1 1.66% Reduced
521
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$7.19M +$307K 4 0.08% Increased
522
CBB
Citizens Business Bank
California
$7.17M -$378K 2 1.65% Reduced
523
SAM
Strategy Asset Managers
California
$7.07M -$159K 2 1.72% Reduced
524
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$7.02M +$148K 2 0.17% Increased
525
AssetMark Inc
AssetMark Inc
California
$7.02M +$508K 7 0.03% Increased