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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
951
Meyer Handelman Company
Meyer Handelman Company
New York
$617K $0 1 0.03% Maintained
952
PP
PDT Partners
New York
$617K -$12.9M 1 0.07% Reduced
953
SGH
Schonfeld Group Holdings
New York
$611K +$307K 1 0.23% Increased
954
BWAM
Boyd Watterson Asset Management
Ohio
$610K +$70.9K 1 0.28% Increased
955
BCM
Beck Capital Management
Texas
$606K +$623K 2 0.49% New
956
Numeric Investors
Numeric Investors
Massachusetts
$597K -$1.51M 1 0.01% Reduced
957
WFM
Wilmington Funds Management
Delaware
$590K $0 2 0.06% Maintained
958
FIM
Freedom Investment Management
Connecticut
$587K -$7.59K 2 0.15% Reduced
959
PineBridge Investments
PineBridge Investments
New York
$579K +$340K 1 0.02% Increased
960
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$576K +$573K 1 0.03% New
961
LCM
Liberty Capital Management
Michigan
$572K +$16.7K 1 0.41% Increased
962
Smithfield Trust
Smithfield Trust
Pennsylvania
$571K +$127K 6 0.12% Increased
963
BFA
Beaumont Financial Advisors
Massachusetts
$570K +$70.3K 1 0.05% Increased
964
OMCS
Old Mutual Customised Solutions
South Africa
$566K $0 3 0.15% Maintained
965
BFC
Blue Fin Capital
Rhode Island
$557K +$537K 1 0.5% New
966
Apex Capital Management
Apex Capital Management
Ohio
$550K +$538K 2 0.02% New
967
PP
Paloma Partners
Connecticut
$545K +$84.5K 2 0.03% Increased
968
HCA
Harbour Capital Advisors
Virginia
$544K +$69.6K 1 0.48% Increased
969
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$542K +$16.5K 1 0.03% Increased
970
FANJ
Financial Architects (New Jersey)
New Jersey
$540K -$23.6K 1 0.32% Reduced
971
BAC
Boys Arnold & Co
North Carolina
$536K -$40K 1 0.1% Reduced
972
UMB Bank
UMB Bank
Missouri
$536K $0 1 0.03% Maintained
973
Capital World Investors
Capital World Investors
California
$532K -$383K 1 0% Reduced
974
IC
IKOS CIF
Cyprus
$529K -$185K 1 1.36% Reduced
975
SNT
Security National Trust
West Virginia
$529K +$17K 4 0.22% Increased