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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
NCM
Nelson Capital Management
California
$6.81M +$3.23M 2 2.38% Increased
527
FA
FDx Advisors
Illinois
$6.79M +$2.17M 4 0.2% Increased
528
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$6.78M -$1.79M 2 0.11% Reduced
529
HHMI
Howard Hughes Medical Institute
Maryland
$6.76M +$161K 1 1.54% Increased
530
Driehaus Capital Management
Driehaus Capital Management
Illinois
$6.76M -$937K 1 0.24% Reduced
531
CCT
Country Club Trust
Missouri
$6.69M +$294K 1 1.05% Increased
532
HCM
Hutner Capital Management
Vermont
$6.66M +$314K 2 5.53% Increased
533
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.65M +$6.83M 2 0.05% New
534
JMFC
J.M. Forbes & Co
Massachusetts
$6.63M +$36K 1 1.83% Increased
535
Bowie Capital Management
Bowie Capital Management
Texas
$6.62M +$6.71M 2 3.36% New
536
TCTC Holdings
TCTC Holdings
Texas
$6.6M +$6.68M 1 0.4% New
537
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.48M +$335K 2 0.93% Increased
538
Sit Investment Associates
Sit Investment Associates
Minnesota
$6.47M -$2.75M 3 0.17% Reduced
539
ARTA
A.R.T. Advisors
New York
$6.4M +$6.34M 2 0.38% Increased
540
FPFS
First Personal Financial Services
North Carolina
$6.4M +$152K 6 1.69% Increased
541
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$6.39M +$6.7M 1 1.32% New
542
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$6.39M +$890K 4 0.13% Increased
543
SICM
Sustainable Insight Capital Management
New York
$6.24M +$6.47M 1 3.22% New
544
PP
Prospector Partners
Connecticut
$6.22M -$1.54M 1 0.92% Reduced
545
NIA
Northstar Investment Advisors
Colorado
$6.14M -$471K 1 1.37% Reduced
546
AA
Antipodean Advisors
New York
$6.13M +$2.22M 1 2.45% Increased
547
Palisade Capital Management
Palisade Capital Management
New Jersey
$6.12M +$3.52M 1 0.23% Increased
548
AP
Appleton Partners
Massachusetts
$6.12M -$332K 1 1.24% Reduced
549
Brinker Capital
Brinker Capital
Pennsylvania
$6.11M +$4.98M 4 0.34% Increased
550
Hermes Investment Management
Hermes Investment Management
United Kingdom
$6.08M -$3.67M 2 0.1% Reduced