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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
676
WRM
Westport Resources Management
Connecticut
$3.14M -$239K 3 0.86% Reduced
677
K
Kemper
Illinois
$3.13M +$1.81M 2 0.99% Increased
678
QS Investors
QS Investors
New York
$3.12M -$2.77M 3 0.08% Reduced
679
DLCIG
D.L. Carlson Investment Group
New Hampshire
$3.1M -$276K 1 1.16% Reduced
680
FM
Foster & Motley
Ohio
$3.1M +$569K 1 0.72% Increased
681
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$3.03M -$11M 3 0.01% Reduced
682
LNB
Ledyard National Bank
$3.03M +$443K 2 0.56% Increased
683
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3M +$629K 8 0.03% Increased
684
RP
Raiff Partners
New York
$2.98M +$2.92M 1 3.04% New
685
DA
Dunvegan Associates
California
$2.94M -$11.1K 4 2.66% Reduced
686
MIP
Marietta Investment Partners
Wisconsin
$2.94M +$1.51M 2 1.3% Increased
687
Synovus Financial
Synovus Financial
Georgia
$2.92M +$662K 3 0.08% Increased
688
BFO
Boston Family Office
Massachusetts
$2.92M +$13.2K 2 0.38% Increased
689
WC
Wexford Capital
Florida
$2.91M -$2.61M 1 0.27% Reduced
690
FMBTD
First Midwest Bank Trust Division
Illinois
$2.91M -$880K 2 0.47% Reduced
691
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$2.91M -$139K 2 0.37% Reduced
692
MCM
Matterhorn Capital Management
Texas
$2.9M +$109K 1 1.3% Increased
693
HMS
Hanseatic Management Services
New Mexico
$2.88M +$5.91K 3 1.54% Increased
694
LMR Partners
LMR Partners
United Kingdom
$2.87M -$3.79M 1 0.23% Reduced
695
MC
Menta Capital
California
$2.85M +$1.06M 1 0.47% Increased
696
DA
Dillon & Associates
Michigan
$2.83M +$1.18M 2 1.44% Increased
697
BCM
Bluefin Capital Management
New York
$2.83M +$2.77M 1 0.15% New
698
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$2.8M -$301K 2 0.17% Reduced
699
OA
Outfitter Advisors
Virginia
$2.79M +$99K 1 1.08% Increased
700
KAM
Keeley Asset Management
Illinois
$2.78M -$970K 1 0.06% Reduced