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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
551
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$5.89M +$351K 5 0.21% Increased
552
CI
Centerstone Investors
New York
$5.89M +$6.06M 1 5.36% New
553
I
IberiaBank
Louisiana
$5.86M +$966K 3 0.76% Increased
554
NC
Naman Capital
Brazil
$5.86M +$6.79M 1 4.99% New
555
GMI
Greystone Managed Investments
Saskatchewan, Canada
$5.8M +$171K 1 0.37% Increased
556
Fiduciary Trust
Fiduciary Trust
Massachusetts
$5.79M -$366K 3 0.18% Reduced
557
HA
Halsey Associates
Connecticut
$5.79M +$48.5K 2 1.09% Increased
558
T
TOBAM
France
$5.78M +$2.53M 2 0.28% Increased
559
VIP
Vantage Investment Partners
Missouri
$5.73M +$6.66M 1 0.41% New
560
Jones Financial Companies
Jones Financial Companies
Missouri
$5.72M -$93.7K 1 0.01% Reduced
561
SCM
Symons Capital Management
Pennsylvania
$5.68M -$750K 1 2.36% Reduced
562
Azimuth Capital Management
Azimuth Capital Management
Michigan
$5.68M -$1.55M 2 0.43% Reduced
563
NP
NS Partners
United Kingdom
$5.67M -$17.5K 1 0.61% Reduced
564
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$5.66M -$3.58K 1 0.65% Reduced
565
Nissay Asset Management
Nissay Asset Management
Japan
$5.59M -$1.69M 3 0.17% Reduced
566
Regions Financial Corp
Regions Financial Corp
Alabama
$5.57M +$209K 7 0.07% Increased
567
SIG
Sky Investment Group
Connecticut
$5.54M -$411K 2 2.33% Reduced
568
HEIP
Hudson Edge Investment Partners
New Jersey
$5.48M +$2.12M 1 1.7% Increased
569
SWM
Segment Wealth Management
Texas
$5.47M +$166K 2 1.38% Increased
570
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$5.44M -$466K 3 0.46% Reduced
571
KeyBank National Association
KeyBank National Association
Ohio
$5.44M -$289K 3 0.04% Reduced
572
VV
Verity & Verity
South Carolina
$5.43M -$109K 1 1.45% Reduced
573
UIC
Uniplan Investment Counsel
Wisconsin
$5.42M -$232K 1 0.37% Reduced
574
BA
Boston Advisors
Massachusetts
$5.41M -$109K 4 0.31% Reduced
575
RCC
Red Cedar Capital
Nebraska
$5.38M -$252K 4 5.22% Reduced