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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
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$3.47M +$551K 1 0.04% Increased
702
Group One Trading
Group One Trading
Illinois
$3.47M +$563K 3 0.01% Increased
703
SHGA
Sand Hill Global Advisors
California
$3.45M -$50.7K 2 0.26% Reduced
704
Holocene Advisors
Holocene Advisors
New York
$3.39M +$415K 3 0.03% Increased
705
RB
Rodgers Brothers
Pennsylvania
$3.39M +$1.58M 1 0.88% Increased
706
Simplicity Solutions
Simplicity Solutions
Minnesota
$3.38M +$83.2K 5 0.06% Increased
707
UF
Univest Financial
Pennsylvania
$3.38M -$152K 1 1.07% Reduced
708
Level Four Advisory Services
Level Four Advisory Services
Texas
$3.38M -$59.9K 3 0.26% Reduced
709
AAM
Autus Asset Management
Arizona
$3.37M +$103K 1 0.45% Increased
710
PIM
Penobscot Investment Management
Massachusetts
$3.36M -$252K 3 0.63% Reduced
711
AWM
Altavista Wealth Management
North Carolina
$3.35M -$38.3K 2 0.92% Reduced
712
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$3.34M +$23.4K 3 0.45% Increased
713
WB
Webster Bank
Connecticut
$3.34M +$68.6K 2 0.44% Increased
714
RSS
Rosenblum Silverman Sutton
California
$3.34M +$341K 1 0.94% Increased
715
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$3.33M +$363K 1 0.35% Increased
716
Profund Advisors
Profund Advisors
Maryland
$3.33M +$77.5K 6 0.17% Increased
717
Colony Group
Colony Group
Massachusetts
$3.31M +$1M 6 0.09% Increased
718
PCA
Peddock Capital Advisors
Massachusetts
$3.28M -$8.39K 1 2.01% Reduced
719
VHAM
Van Hulzen Asset Management
California
$3.23M -$573K 2 0.49% Reduced
720
Raymond James Trust
Raymond James Trust
Florida
$3.2M +$64.3K 5 0.14% Increased
721
PCA
Providence Capital Advisors
North Carolina
$3.17M -$50.2K 2 1.67% Reduced
722
QSS
Quantitative Systematic Strategies
Florida
$3.16M +$1.47M 1 0.55% Increased
723
WCM
Wunderlich Capital Managemnt
Tennessee
$3.16M +$58.5K 2 1.95% Increased
724
Boothbay Fund Management
Boothbay Fund Management
New York
$3.15M +$33.6K 2 0.19% Increased
725
CC
Cipher Capital
New York
$3.15M +$1.94M 1 0.41% Increased