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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
1126
MAMU
Marathon Asset Management (UK)
United Kingdom
$598K $0 1 0.01% Maintained
1127
CONA
Capital One National Association
New York
$597K -$60.9K 2 0.05% Reduced
1128
WI
WrapManager Inc
California
$597K +$329K 2 0.23% Increased
1129
BWAM
Boyd Watterson Asset Management
Ohio
$594K -$119K 2 0.29% Reduced
1130
HPCM
High Pointe Capital Management
Illinois
$593K $0 2 1.05% Maintained
1131
AR
Advisory Research
Illinois
$589K +$249K 2 0.01% Increased
1132
Welch Group
Welch Group
Alabama
$588K -$21K 2 0.12% Reduced
1133
MA
Marshwinds Advisory
Georgia
$581K $0 1 0.28% Maintained
1134
Quadrant Capital Group
Quadrant Capital Group
Ohio
$578K +$218K 6 0.38% Increased
1135
CAM
Carret Asset Management
New York
$575K -$33.1K 2 0.11% Reduced
1136
SAA
Southeast Asset Advisors
Georgia
$568K $0 1 0.19% Maintained
1137
CL
CSS LLC
Illinois
$567K $0 1 0.03% Maintained
1138
MAM
Mizuho Asset Management
Japan
$565K -$209K 3 0.12% Reduced
1139
FIB
First Interstate Bank
Montana
$563K +$2.28K 3 0.12% Increased
1140
Alpha Cubed Investments
Alpha Cubed Investments
California
$562K +$27.8K 2 0.15% Increased
1141
DWM
Dorchester Wealth Management
Quebec, Canada
$561K $0 1 0.21% Maintained
1142
MC
Miles Capital
Iowa
$561K -$18.8K 2 0.38% Reduced
1143
Rafferty Asset Management
Rafferty Asset Management
New York
$559K -$52.4K 1 0.02% Reduced
1144
ZCM
Zebra Capital Management
Connecticut
$556K -$446K 1 0.17% Reduced
1145
Quantbot Technologies
Quantbot Technologies
New York
$553K -$5.58M 1 0.06% Reduced
1146
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$550K $0 1 0.01% Maintained
1147
ID
Integral Derivatives
New York
$543K -$954K 1 0.01% Reduced
1148
Hills Bank & Trust
Hills Bank & Trust
Iowa
$539K $0 2 0.19% Maintained
1149
FP
FDO Partners
Massachusetts
$537K -$1.18M 1 0.23% Reduced
1150
BAS
Brown Advisory Securities
Maryland
$533K +$16.2K 1 0.16% Increased