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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
601
Swiss Life Asset Management
Swiss Life Asset Management
$6.07M -$3.77M 2 0.07% Reduced
602
XTX Topco
XTX Topco
Cayman Islands
$6.06M -$3.38M 7 0.44% Reduced
603
&Partners
&Partners
Tennessee
$5.99M +$3.33M 5 0.12% Increased
604
QV Investors
QV Investors
Alberta, Canada
$5.97M +$22.3K 1 0.53% Increased
605
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$5.97M -$16.8K 3 0.23% Reduced
606
Aviance Capital Partners
Aviance Capital Partners
Florida
$5.95M +$330K 2 0.79% Increased
607
Parthenon LLC
Parthenon LLC
Kentucky
$5.95M -$16K 2 0.71% Reduced
608
PGIM
Pacific Global Investment Management
California
$5.95M -$233K 1 1.07% Reduced
609
SHA
Seneca House Advisors
Virginia
$5.92M -$9.36K 1 2.49% Reduced
610
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$5.89M -$191K 5 0.11% Reduced
611
NTIC
Napean Trading & Investment Company
Singapore
$5.87M +$1.83M 1 1.43% Increased
612
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$5.86M +$386K 4 0.14% Increased
613
RSVP
Ramsay Stattman Vela & Price
Colorado
$5.84M -$300K 1 1.09% Reduced
614
BFA
Buttonwood Financial Advisors
Maryland
$5.82M +$46.4K 2 2.54% Increased
615
Crawford Fund Management
Crawford Fund Management
Massachusetts
$5.76M -$719K 1 1.24% Reduced
616
Fulton Bank
Fulton Bank
Pennsylvania
$5.76M +$1.34M 2 0.22% Increased
617
Rheos Capital Works
Rheos Capital Works
Japan
$5.75M $0 1 0.3% Maintained
618
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$5.75M -$262K 6 0.07% Reduced
619
LCM
Liberty Capital Management
Michigan
$5.71M +$2.73K 1 1.26% Increased
620
Toth Financial Advisory
Toth Financial Advisory
Virginia
$5.68M +$28.6K 2 0.67% Increased
621
Schechter Investment Advisors
Schechter Investment Advisors
Michigan
$5.65M +$753K 5 0.42% Increased
622
Congress Wealth Management
Congress Wealth Management
Massachusetts
$5.64M +$1.14M 3 0.08% Increased
623
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$5.63M +$845K 1 0.72% Increased
624
Ossiam
Ossiam
France
$5.57M +$2.58M 4 0.11% Increased
625
Engineers Gate Manager
Engineers Gate Manager
New York
$5.54M -$4.2M 4 0.11% Reduced