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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
Woodline Partners
Woodline Partners
California
$2.4M +$509K 3 0.01% Increased
602
PWG
Portside Wealth Group
Utah
$2.4M +$630K 2 0.32% Increased
603
QC
Quantedge Capital
Singapore
$2.4M +$2.34M 1 1.31% New
604
Credit Agricole
Credit Agricole
France
$2.39M -$990K 1 0.01% Reduced
605
PCA
Peddock Capital Advisors
Massachusetts
$2.39M -$11.1K 1 0.53% Reduced
606
Graham Capital Management
Graham Capital Management
Connecticut
$2.39M -$909K 4 0.06% Reduced
607
Profund Advisors
Profund Advisors
Maryland
$2.37M +$18.7K 4 0.09% Increased
608
AC
Addison Capital
Pennsylvania
$2.37M -$18.1K 2 0.42% Reduced
609
IRC
Investors Research Corp
Georgia
$2.36M +$53.2K 8 0.45% Increased
610
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$2.35M -$3.2M 10 0.01% Reduced
611
SignatureFD
SignatureFD
Georgia
$2.35M -$119K 10 0.04% Reduced
612
Phoenix Financial
Phoenix Financial
Israel
$2.34M +$644K 1 0.02% Increased
613
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$2.3M +$13K 1 0.06% Increased
614
GWMR
GC Wealth Management RIA
Massachusetts
$2.29M +$397K 2 0.09% Increased
615
Fulton Bank
Fulton Bank
Pennsylvania
$2.29M -$855K 2 0.08% Reduced
616
AMI
Amica Mutual Insurance
Rhode Island
$2.28M $0 2 0.2% Maintained
617
Atomi Financial Group
Atomi Financial Group
New York
$2.28M +$281K 4 0.07% Increased
618
AAM
AR Asset Management
California
$2.28M $0 1 0.44% Maintained
619
OP Asset Management
OP Asset Management
$2.27M -$981K 1 0.02% Reduced
620
CP
CenterBook Partners
Connecticut
$2.27M +$918K 1 0.12% Increased
621
GM
GeoWealth Management
Illinois
$2.26M +$140K 2 0.08% Increased
622
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$2.24M -$512K 7 0.03% Reduced
623
JCM
Jacobi Capital Management
Pennsylvania
$2.24M +$92.6K 2 0.13% Increased
624
CGIM
Capital Group Investment Management
Singapore
$2.24M +$224K 1 0.38% Increased
625
KOC
Koss-Olinger Consulting
Florida
$2.22M -$57.9K 2 0.19% Reduced