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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
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$7.53M -$863K 1 1.48% Reduced
552
FAB
First American Bank
Illinois
$7.47M +$100K 1 0.39% Increased
553
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.46M +$453K 8 0.05% Increased
554
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$7.44M +$6.93M 4 0.5% New
555
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$7.4M -$2.03M 6 0.1% Reduced
556
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$7.35M -$146K 1 0.75% Reduced
557
KCM
Kingdon Capital Management
New York
$7.35M +$4.12M 1 0.85% Increased
558
Empire Life Investments
Empire Life Investments
Ontario, Canada
$7.32M +$30.5K 1 0.45% Increased
559
Hantz Financial Services
Hantz Financial Services
Michigan
$7.28M -$195K 5 0.21% Reduced
560
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$7.27M +$48K 1 0.81% Increased
561
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$7.26M -$363K 6 0.21% Reduced
562
Live Oak Private Wealth
Live Oak Private Wealth
North Carolina
$7.22M -$118K 1 1.35% Reduced
563
Cadence Bank
Cadence Bank
Mississippi
$7.16M +$139K 1 0.89% Increased
564
Vest Financial
Vest Financial
Virginia
$7.13M +$1.77M 1 1.55% Increased
565
Addison Capital
Addison Capital
Pennsylvania
$7.1M -$40.2K 2 3.18% Reduced
566
AE Wealth Management
AE Wealth Management
Kansas
$7.08M -$620K 8 0.05% Reduced
567
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$7.06M -$13.7K 1 0.42% Reduced
568
Stockman Wealth Management
Stockman Wealth Management
Montana
$7.03M +$517K 2 1.43% Increased
569
Kings Point Capital Management
Kings Point Capital Management
New York
$7.01M -$397K 1 0.57% Reduced
570
Sepio Capital
Sepio Capital
Utah
$6.98M +$311K 1 0.52% Increased
571
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
$6.98M +$10M 1 0.42% New
572
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$6.97M +$505K 1 0.29% Increased
573
LFCM
Long Focus Capital Management
Puerto Rico
$6.96M +$6.69M 1 0.92% New
574
Veritable
Veritable
Delaware
$6.92M +$111K 4 0.1% Increased
575
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$6.89M +$2.04M 1 0.2% Increased