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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
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$7.52M +$598K 1 0.92% Increased
552
Appleton Partners
Appleton Partners
Massachusetts
$7.49M +$438K 1 0.6% Increased
553
Lincluden Management
Lincluden Management
Ontario, Canada
$7.46M +$7.57M 1 0.91% New
554
CAM
Cypress Asset Management
Texas
$7.46M -$168K 2 2.24% Reduced
555
Acadian Asset Management
Acadian Asset Management
Massachusetts
$7.45M +$1.7M 6 0.03% Increased
556
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$7.45M $0 1 0.09% Maintained
557
Citizens Business Bank
Citizens Business Bank
California
$7.41M -$325K 2 1.63% Reduced
558
Advisory Services Network
Advisory Services Network
Georgia
$7.39M -$470K 13 0.18% Reduced
559
RSVP
Ramsay Stattman Vela & Price
Colorado
$7.38M -$122K 1 1.5% Reduced
560
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$7.32M -$1.41M 2 0.17% Reduced
561
Vinva Investment Management
Vinva Investment Management
Australia
$7.3M +$2.97M 2 0.5% Increased
562
QV Investors
QV Investors
Alberta, Canada
$7.28M -$358K 1 0.66% Reduced
563
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$7.27M -$919K 1 0.74% Reduced
564
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$7.23M -$535K 3 0.89% Reduced
565
Sandy Spring Bank
Sandy Spring Bank
Maryland
$7.22M -$456K 6 0.36% Reduced
566
Wolverine Trading
Wolverine Trading
Illinois
$7.22M +$811K 5 0.01% Increased
567
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$7.21M +$169K 7 0.19% Increased
568
Callahan Advisors
Callahan Advisors
Texas
$7.16M -$400K 2 0.83% Reduced
569
FPFS
First Personal Financial Services
North Carolina
$7.03M -$701K 6 1.71% Reduced
570
Edge Capital Group
Edge Capital Group
Georgia
$7.03M +$188K 2 0.39% Increased
571
Parthenon LLC
Parthenon LLC
Kentucky
$7M +$5.96K 2 0.97% Increased
572
Parallel Advisors
Parallel Advisors
California
$6.99M +$964K 14 0.21% Increased
573
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$6.99M +$596K 6 0.05% Increased
574
Commerce Bank
Commerce Bank
Missouri
$6.98M +$340K 5 0.05% Increased
575
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$6.91M -$364K 6 0.11% Reduced