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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
DIM
DLK Investment Management
California
$5.76M +$5.7M 1 2.41% New
527
LDB
Lee, Danner & Bass
Tennessee
$5.73M -$306K 2 0.46% Reduced
528
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$5.68M +$454K 3 0.06% Increased
529
LC
Lincoln Capital
Nebraska
$5.67M -$538K 1 1.18% Reduced
530
DFCM
Dark Forest Capital Management
Puerto Rico
$5.65M +$4.14M 3 0.26% Increased
531
Commerce Bank
Commerce Bank
Missouri
$5.61M -$24M 3 0.04% Reduced
532
Vident Advisory
Vident Advisory
Georgia
$5.58M +$1.68M 7 0.08% Increased
533
Atria Wealth Solutions
Atria Wealth Solutions
New York
$5.58M +$829K 6 0.07% Increased
534
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$5.53M -$6.26M 4 0.05% Reduced
535
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$5.53M -$8.14M 3 0.2% Reduced
536
KTA
Keeley-Teton Advisors
Illinois
$5.49M +$16.3K 1 0.67% Increased
537
SouthState Corp
SouthState Corp
Florida
$5.48M -$1.61M 6 0.25% Reduced
538
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.44M -$5.55M 5 0.02% Reduced
539
Pacer Advisors
Pacer Advisors
Pennsylvania
$5.43M -$259M 6 0.01% Reduced
540
VM
Venator Management
Pennsylvania
$5.41M +$5.35M 1 1.61% New
541
Zacks Investment Management
Zacks Investment Management
Illinois
$5.4M +$1.59M 1 0.05% Increased
542
Banco Santander
Banco Santander
Spain
$5.34M -$108K 3 0.06% Reduced
543
LCM
Landscape Capital Management
New Jersey
$5.31M +$5.24M 3 0.47% New
544
ACP
Aviance Capital Partners
Florida
$5.3M +$200K 2 0.74% Increased
545
NP
NS Partners
United Kingdom
$5.29M +$87.9K 1 0.23% Increased
546
PPWP
Premier Path Wealth Partners
New Jersey
$5.29M +$769K 4 0.82% Increased
547
CA
Callahan Advisors
Texas
$5.28M +$3.15M 3 0.5% Increased
548
Shelton Capital Management
Shelton Capital Management
Colorado
$5.28M +$973K 3 0.13% Increased
549
BCFS
Butensky & Cohen Financial Security
Florida
$5.22M +$22.8K 1 1.6% Increased
550
Capital International Sarl
Capital International Sarl
California
$5.19M +$1.88M 1 0.12% Increased