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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
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$7.37M -$3.41M 2 0.27% Reduced
527
GW & Wade
GW & Wade
Massachusetts
$7.24M +$7.09M 1 0.95% New
528
TP
Truvvo Partners
New York
$7.22M -$44.3M 2 3.23% Reduced
529
HHMI
Howard Hughes Medical Institute
Maryland
$7.19M +$37.4K 1 1.32% Increased
530
Bowie Capital Management
Bowie Capital Management
Texas
$7.18M +$101K 2 4.97% Increased
531
Tredje AP-fonden
Tredje AP-fonden
Sweden
$7.17M -$1.36M 3 0.28% Reduced
532
HFS
Haverford Financial Services
Pennsylvania
$7.07M +$1.41M 1 2.91% Increased
533
AHB
Abner Herrman & Brock
New Jersey
$7.05M -$151K 1 1.4% Reduced
534
NAM
North American Management
Massachusetts
$6.99M +$885K 1 1.13% Increased
535
PP
Prospector Partners
Connecticut
$6.91M -$11.2K 1 1.06% Reduced
536
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$6.88M +$6.62M 1 0.31% New
537
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.88M +$50.8K 2 0.98% Increased
538
JMFC
J.M. Forbes & Co
Massachusetts
$6.85M -$55.8K 1 1.79% Reduced
539
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$6.81M -$413K 1 0.41% Reduced
540
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$6.8M -$2.93M 6 0.17% Reduced
541
FCE
Fiera Capital (Europe)
Cayman Islands
$6.77M -$2.96M 1 3.18% Reduced
542
AB
AT Bancorp
Iowa
$6.75M +$2.33M 3 0.87% Increased
543
TCOV
Trust Company of Vermont
Vermont
$6.74M +$139K 4 0.73% Increased
544
DWM
Doyle Wealth Management
Florida
$6.65M +$6.52M 1 1.36% New
545
Numeric Investors
Numeric Investors
Massachusetts
$6.62M +$5.25M 3 0.06% Increased
546
Truist Financial
Truist Financial
North Carolina
$6.6M -$1.06M 6 0.13% Reduced
547
TIA
Tandem Investment Advisors
South Carolina
$6.58M +$2.14M 1 2.92% Increased
548
FPFS
First Personal Financial Services
North Carolina
$6.53M -$247K 5 1.57% Reduced
549
Dodge & Cox
Dodge & Cox
California
$6.53M -$1.71M 1 0.01% Reduced
550
CL
Croft-Leominster
Maryland
$6.41M +$6.14M 2 1.52% New