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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
1026
AIM
Assured Investment Management
New York
$832K -$35K 2 0.01% Reduced
1027
MYAM
Meiji Yasuda Asset Management
Japan
$831K +$488K 3 0.19% Increased
1028
DTL
Dynamic Technology Lab
Singapore
$830K -$490K 3 0.25% Reduced
1029
IMAS
ID Management A/S
Denmark
$830K +$277K 2 0.27% Increased
1030
EARNEST Partners
EARNEST Partners
Georgia
$829K -$36K 3 0.01% Reduced
1031
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$821K +$95.2K 3 0.01% Increased
1032
Smithfield Trust
Smithfield Trust
Pennsylvania
$819K +$246K 4 0.17% Increased
1033
HPCM
High Pointe Capital Management
Illinois
$813K -$15.1K 1 0.4% Reduced
1034
MSS
Mitchell Sinkler & Starr
Pennsylvania
$813K -$113K 1 1.11% Reduced
1035
HCM
Highlander Capital Management
New Jersey
$812K -$12.4K 3 0.75% Reduced
1036
BHWM
Bar Harbor Wealth Management
New Hampshire
$808K -$18K 1 0.1% Reduced
1037
I2I
Insight 2811 Inc
Illinois
$802K -$33.8K 1 0.38% Reduced
1038
BIC
Beach Investment Counsel
Pennsylvania
$800K $0 1 0.09% Maintained
1039
CCG
Cypress Capital Group
Florida
$800K $0 2 0.19% Maintained
1040
Shelton Capital Management
Shelton Capital Management
Colorado
$800K -$559K 2 0.08% Reduced
1041
HIP
Hatteras Investment Partners
North Carolina
$797K +$605K 1 1.04% New
1042
TCM
Traynor Capital Management
Pennsylvania
$794K +$196K 1 0.57% Increased
1043
PHS
Pekin Hardy Strauss
Illinois
$784K -$133K 1 0.18% Reduced
1044
CA
Cornerstone Advisors
North Carolina
$783K $0 1 0.18% Maintained
1045
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$778K -$1.2M 4 0.16% Reduced
1046
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$777K +$812K 2 0.08% New
1047
NAM
Needelman Asset Management
California
$766K -$8.46K 1 2.32% Reduced
1048
Global X Management Company
Global X Management Company
New York
$763K +$116K 5 0.05% Increased
1049
NO
Ninety One
South Africa
$763K $0 1 0.67% Maintained
1050
CC
Curian Capital
Colorado
$760K -$3.61M 1 0.06% Reduced