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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
SWM
Stockman Wealth Management
Montana
$4.29M -$166K 1 1.75% Reduced
677
PIM
Profit Investment Management
Maryland
$4.28M $0 1 3.15% Maintained
678
BAM
Blueshift Asset Management
New Jersey
$4.28M +$1.62M 3 0.56% Increased
679
RHBC
R.H. Bluestein & Co
Michigan
$4.28M +$38.8K 6 0.23% Increased
680
GIM
Goelzer Investment Management
Indiana
$4.27M +$1.12M 1 0.39% Increased
681
UIC
Uniplan Investment Counsel
Wisconsin
$4.27M -$1.26M 1 0.27% Reduced
682
IFM Investors
IFM Investors
Australia
$4.27M +$504K 3 0.24% Increased
683
Royce & Associates
Royce & Associates
New York
$4.25M -$73.1K 1 0.04% Reduced
684
SCA
Spearhead Capital Advisors
Florida
$4.23M +$151K 1 1.24% Increased
685
CCM
Campbell Capital Management
Florida
$4.23M -$3.16M 1 3.37% Reduced
686
M
MOTCO
Texas
$4.21M +$149K 5 0.39% Increased
687
MAM
Mastrapasqua Asset Management
Tennessee
$4.21M +$153K 1 0.8% Increased
688
VSI
Verde Servicos Internacionais
Brazil
$4.2M -$813K 1 1.63% Reduced
689
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$4.18M +$248K 10 0.48% Increased
690
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$4.17M -$625K 3 0.18% Reduced
691
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.16M -$15M 3 0.17% Reduced
692
Artemis Investment Management
Artemis Investment Management
United Kingdom
$4.14M -$2.3M 1 0.05% Reduced
693
WB
Webster Bank
Connecticut
$4.13M -$20.2K 3 0.57% Reduced
694
BPGAM
BTG Pactual Global Asset Management
Bermuda
$4.13M +$4M 1 1.03% New
695
CEP
Chicago Equity Partners
Illinois
$4.12M -$1.65M 3 0.18% Reduced
696
LDB
Lee, Danner & Bass
Tennessee
$4.1M -$137K 1 0.43% Reduced
697
NG
Northstar Group
New York
$4.08M -$161K 1 1.72% Reduced
698
CVM
Cheviot Value Management
California
$4.07M +$116K 1 1.76% Increased
699
CC
Cornerstone Capital
California
$4.07M +$4.03M 1 0.64% New
700
AC
Addison Capital
Pennsylvania
$4.06M -$52.4K 2 2.83% Reduced