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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
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$6.9M -$375K 1 0.59% Reduced
552
Callahan Advisors
Callahan Advisors
Texas
$6.86M -$97.2K 2 0.78% Reduced
553
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$6.86M +$155K 1 0.81% Increased
554
CIA
CCM Investment Advisers
South Carolina
$6.82M -$3.15M 1 0.93% Reduced
555
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$6.74M +$417K 1 0.22% Increased
556
Empire Life Investments
Empire Life Investments
Ontario, Canada
$6.73M +$17.1K 1 0.43% Increased
557
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$6.72M -$102K 6 0.22% Reduced
558
Cadence Bank
Cadence Bank
Mississippi
$6.71M +$136K 1 0.84% Increased
559
Avantax Advisory Services
Avantax Advisory Services
Texas
$6.7M +$760K 3 0.09% Increased
560
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$6.7M -$178K 4 0.48% Reduced
561
Westpac Banking Corp
Westpac Banking Corp
Australia
$6.7M +$750K 3 0.08% Increased
562
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$6.66M -$1.66M 2 0.24% Reduced
563
WMS Partners
WMS Partners
Maryland
$6.66M +$752K 2 0.91% Increased
564
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$6.57M +$296K 1 0.84% Increased
565
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$6.56M +$45.7K 1 0.41% Increased
566
Prospera Financial Services
Prospera Financial Services
Texas
$6.55M +$3.52M 10 0.27% Increased
567
Sepio Capital
Sepio Capital
Utah
$6.49M +$40.3K 1 0.57% Increased
568
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$6.48M -$160K 3 0.05% Reduced
569
Heron Bay Capital Management
Heron Bay Capital Management
Michigan
$6.47M +$1.33M 2 3.18% Increased
570
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$6.46M +$474K 5 0.37% Increased
571
Kings Point Capital Management
Kings Point Capital Management
New York
$6.44M +$2.31K 1 0.56% Increased
572
Veritable
Veritable
Delaware
$6.4M +$26.3K 4 0.1% Increased
573
IFP Advisors
IFP Advisors
Florida
$6.39M +$3.44M 12 0.2% Increased
574
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$6.37M +$78.7K 6 0.14% Increased
575
PCR
Potrero Capital Research
California
$6.29M +$5.94M 1 2.1% New