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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
1626
ACM
Aubrey Capital Management
United Kingdom
$167K -$93.9K 1 0.07% Reduced
1627
HB
Horizon Bancorp
Indiana
$166K -$20.9K 1 0.18% Reduced
1628
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$163K +$24.3K 1 0.01% Increased
1629
MMG
Monetary Management Group
Missouri
$162K $0 1 0.06% Maintained
1630
LI
Leap Investments
Illinois
$156K -$565K 1 0.1% Reduced
1631
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$156K +$5.42K 3 0% Increased
1632
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$153K +$143K 3 0.09% Increased
1633
TC
Truvestments Capital
Florida
$152K +$6.48K 4 0.16% Increased
1634
Citizens Financial Group
Citizens Financial Group
Rhode Island
$150K -$19.4K 4 0.01% Reduced
1635
WIM
Westside Investment Management
California
$150K -$23.1K 2 0.09% Reduced
1636
OIA
Optimum Investment Advisors
Illinois
$149K $0 3 0.05% Maintained
1637
EWM
Endurance Wealth Management
Rhode Island
$147K $0 4 0.02% Maintained
1638
QCMC
Quantum Capital Management (California)
California
$147K -$32.5K 2 0.09% Reduced
1639
AIC
Archer Investment Corporation
Indiana
$147K $0 3 0.08% Maintained
1640
KAM
Karani Asset Management
New York
$144K +$144K 1 0.11% New
1641
WCG
Weaver Consulting Group
California
$140K +$105K 6 0.08% Increased
1642
TA
Teton Advisors
New York
$139K -$1.16M 1 0.02% Reduced
1643
RPAM
Rhenman & Partners Asset Management
Sweden
$138K +$131K 1 0.01% New
1644
CHA
Carmichael Hill & Associates
Maryland
$135K +$23.4K 3 0.1% Increased
1645
OWA
One Wealth Advisors
California
$132K +$30K 1 0.1% Increased
1646
THWM
Taylor Hoffman Wealth Management
Virginia
$132K +$133K 3 0.08% New
1647
M
Mirova
France
$131K -$2.17K 1 0.03% Reduced
1648
RIM
Rockbridge Investment Management
New York
$131K +$132K 5 0.03% New
1649
CX Institutional
CX Institutional
Indiana
$129K +$16.5K 4 0.02% Increased
1650
ED
Exane Derivatives
France
$128K -$93.7K 5 0.03% Reduced