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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
MIA
MMBG Investment Advisors
Florida
$6.99M -$6.46M 3 0.87% Reduced
527
SAM
Strategy Asset Managers
California
$6.99M -$284K 1 2.15% Reduced
528
CIA
CCM Investment Advisers
South Carolina
$6.98M +$88.6K 1 1.12% Increased
529
Cerity Partners
Cerity Partners
New York
$6.97M -$2.61M 7 0.08% Reduced
530
PCR
Potrero Capital Research
California
$6.97M +$537K 1 4.05% Increased
531
AIM
Aigen Investment Management
New York
$6.96M +$6.46M 3 1.17% Increased
532
ELI
Empire Life Investments
Ontario, Canada
$6.93M +$120K 1 0.5% Increased
533
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$6.91M -$230K 1 0.42% Reduced
534
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.87M -$9.17M 2 0.05% Reduced
535
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$6.86M -$42.5M 4 0.03% Reduced
536
CC
Clearline Capital
New York
$6.83M $0 1 0.88% Maintained
537
Advisors Asset Management
Advisors Asset Management
Colorado
$6.83M +$331K 6 0.12% Increased
538
AF
Alerus Financial
North Dakota
$6.81M -$768K 1 0.63% Reduced
539
AI
Aperture Investors
New York
$6.81M +$7.11M 1 1.13% New
540
Veritable
Veritable
Delaware
$6.8M +$230K 5 0.12% Increased
541
AC
Addison Capital
Pennsylvania
$6.79M -$26.1K 2 3.97% Reduced
542
CB
Cadence Bank
Mississippi
$6.79M +$2.92K 1 0.98% Increased
543
PHK
Point72 Hong Kong
Hong Kong
$6.78M +$6.46M 2 0.25% Increased
544
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$6.72M -$3.08M 5 0.26% Reduced
545
SWP
Strategic Wealth Partners
Ohio
$6.64M +$4.25M 2 1.43% Increased
546
SWM
Stockman Wealth Management
Montana
$6.63M +$330K 1 1.69% Increased
547
FCI
Financial Counselors Inc
Kansas
$6.57M +$2.26M 3 0.15% Increased
548
Algert Global
Algert Global
California
$6.51M +$2.31M 4 0.49% Increased
549
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$6.5M -$1.65M 2 0.14% Reduced
550
AM
Atwater Malick
Pennsylvania
$6.49M +$153K 1 3.41% Increased