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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
526
City National Bank
City National Bank
Delaware
$5.2M -$17.4K 3 0.08% Reduced
527
AB
AT Bancorp
Iowa
$5.2M +$30.4K 1 1.59% Increased
528
HGI
Hansberger Global Investors
Florida
$5.18M -$1.31M 3 1.15% Reduced
529
AAM
AR Asset Management
California
$5.18M $0 1 2.19% Maintained
530
Jasper Ridge Partners
Jasper Ridge Partners
California
$5.16M $0 1 0.32% Maintained
531
CM
Cascabel Management
New York
$5.14M +$288K 1 2.29% Increased
532
PIA
Piedmont Investment Advisors
North Carolina
$5.13M +$377K 2 0.28% Increased
533
NIA
Northstar Investment Advisors
Colorado
$5.12M +$47.8K 1 1.4% Increased
534
SM
Stratton Management
Pennsylvania
$5.1M -$166K 1 0.24% Reduced
535
Wilmington Trust
Wilmington Trust
Delaware
$5.07M +$766K 5 0.09% Increased
536
TM
TigerShark Management
New York
$5.05M -$38.9K 1 3.52% Reduced
537
CA
Callahan Advisors
Texas
$5.04M -$2.43K 2 1.76% Reduced
538
SC
Saybrook Capital
North Carolina
$4.99M +$42.1K 1 3.16% Increased
539
KWMG
King Wealth Management Group
Florida
$4.97M -$14.3K 1 2.84% Reduced
540
CEP
Chicago Equity Partners
Illinois
$4.95M -$696K 1 0.15% Reduced
541
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.89M +$443K 3 0.04% Increased
542
AMG National Trust Bank
AMG National Trust Bank
Colorado
$4.87M -$1.85M 1 0.54% Reduced
543
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$4.79M $0 1 0.1% Maintained
544
Barings
Barings
North Carolina
$4.75M +$1.48M 2 0.2% Increased
545
Regions Financial Corp
Regions Financial Corp
Alabama
$4.71M -$43.6K 4 0.06% Reduced
546
Spot Trading
Spot Trading
Illinois
$4.71M -$13.7M 5 0.03% Reduced
547
BPIM
Brant Point Investment Management
New York
$4.69M -$2.23M 1 0.43% Reduced
548
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$4.69M +$1.96M 1 0.54% Increased
549
Tocqueville Asset Management
Tocqueville Asset Management
New York
$4.66M +$342K 3 0.06% Increased
550
SGDR
SPX Gestao de Recursos
Brazil
$4.64M -$1.62M 1 2% Reduced