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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
SP
Solel Partners
Massachusetts
$5.65M -$12.4M 1 1.81% Reduced
552
Advisory Services Network
Advisory Services Network
Georgia
$5.62M -$111K 12 0.26% Reduced
553
LI
Lafayette Investments
Maryland
$5.61M +$305K 1 2.14% Increased
554
Geneos Wealth Management
Geneos Wealth Management
Colorado
$5.6M -$1.23M 8 0.29% Reduced
555
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$5.56M -$145K 4 0.18% Reduced
556
ELI
Empire Life Investments
Ontario, Canada
$5.51M +$14K 1 0.44% Increased
557
SAM
Securian Asset Management
Minnesota
$5.51M -$158K 4 0.13% Reduced
558
MC
MRJ Capital
New York
$5.45M +$276K 2 4.22% Increased
559
AAM
Auxier Asset Management
Oregon
$5.42M +$91K 2 1.13% Increased
560
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$5.41M -$209K 3 0.18% Reduced
561
Nomura Holdings
Nomura Holdings
Japan
$5.4M -$731K 4 0.01% Reduced
562
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$5.38M +$778K 3 0.15% Increased
563
SIG
Sky Investment Group
Connecticut
$5.37M -$234K 2 1.48% Reduced
564
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$5.33M -$9.19M 1 0.1% Reduced
565
PGIM
Pacific Global Investment Management
California
$5.24M +$81.9K 1 1.36% Increased
566
Xponance
Xponance
Pennsylvania
$5.24M +$82.2K 5 0.13% Increased
567
MCG
McCollum Christoferson Group
New York
$5.22M +$63.2K 1 1.5% Increased
568
GIA
Granite Investment Advisors
New Hampshire
$5.21M -$124K 1 1.02% Reduced
569
BIG
Boothe Investment Group
Delaware
$5.19M +$20.2K 1 4.43% Increased
570
Driehaus Capital Management
Driehaus Capital Management
Illinois
$5.18M +$354K 1 0.11% Increased
571
Martingale Asset Management
Martingale Asset Management
Massachusetts
$5.16M -$12.3M 2 0.06% Reduced
572
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$5.09M -$688K 6 0.14% Reduced
573
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.09M -$238K 7 0.23% Reduced
574
IFM Investors
IFM Investors
Australia
$5.08M +$544K 3 0.21% Increased
575
B
BP
United Kingdom
$5.07M -$1.01M 2 0.12% Reduced