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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
701
Stephens Inc
Stephens Inc
Arkansas
$2.65M -$352K 2 0.13% Reduced
702
WesBanco Bank
WesBanco Bank
West Virginia
$2.62M +$15K 4 0.15% Increased
703
Azimuth Capital Management
Azimuth Capital Management
Michigan
$2.6M -$546K 3 0.29% Reduced
704
CFA
Camarda Financial Advisors
Florida
$2.57M -$8.81K 2 1.76% Reduced
705
PAM
Peninsula Asset Management
Florida
$2.56M -$90.1K 1 2.11% Reduced
706
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$2.55M -$91.4K 1 0.08% Reduced
707
UBS O'Connor
UBS O'Connor
Illinois
$2.52M +$2.63M 1 0.02% New
708
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.52M +$945K 8 0.03% Increased
709
FIM
Fruth Investment Management
Texas
$2.52M -$17.2K 1 1.15% Reduced
710
AB
AT Bancorp
Iowa
$2.52M -$990K 1 0.75% Reduced
711
FM
Foster & Motley
Ohio
$2.51M -$150K 1 0.58% Reduced
712
GA
Geneva Advisors
Illinois
$2.51M +$252K 3 0.05% Increased
713
LTI
Laffer Tengler Investments
Tennessee
$2.49M -$373K 1 0.38% Reduced
714
FM
Forward Management
California
$2.49M +$1.95M 1 0.14% Increased
715
IA
Icon Advisers
Colorado
$2.48M -$1.58M 1 0.16% Reduced
716
ACM
Ativo Capital Management
Illinois
$2.42M -$56.5K 1 1.05% Reduced
717
Creative Planning
Creative Planning
Kansas
$2.42M +$226K 8 0.03% Increased
718
SAG
Sterne Agee Group
Alabama
$2.41M -$506K 2 0.4% Reduced
719
Synovus Financial
Synovus Financial
Georgia
$2.4M +$12.3K 3 0.07% Increased
720
SSI
Scott & Selber Inc
Texas
$2.39M -$28.2K 1 1.59% Reduced
721
HS
HighVista Strategies
Massachusetts
$2.37M +$2.33M 2 0.34% New
722
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$2.36M -$53.3K 2 0.22% Reduced
723
MHIC
Marble Harbor Investment Counsel
Massachusetts
$2.35M $0 1 0.56% Maintained
724
BKBG
BHF Kleinwort Benson Group
Belgium
$2.35M -$201K 2 0.07% Reduced
725
Snyder Capital Management
Snyder Capital Management
California
$2.33M +$39.6K 1 0.11% Increased