← All themes Sin Stocks

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
251
Fidelity International
Fidelity International
Bermuda
$29.7M +$29.4M 3 0.03% Increased
252
R.M. Davis Inc
R.M. Davis Inc
Maine
$29.5M -$36.5K 2 0.81% Reduced
253
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$29.4M -$1.19M 6 0.59% Reduced
254
RC
RBO & Co
California
$29.3M +$446K 2 5.34% Increased
255
Bartlett & Co
Bartlett & Co
Ohio
$29.2M -$1.19M 6 0.59% Reduced
256
Axa
Axa
France
$29M -$20.9M 4 0.09% Reduced
257
Alyeska Investment Group
Alyeska Investment Group
Illinois
$29M -$9.1M 3 0.37% Reduced
258
CP
Cumberland Partners
Ontario, Canada
$28.9M -$3.83M 2 2.38% Reduced
259
Twin Tree Management
Twin Tree Management
Texas
$28.8M +$7.58M 6 0.11% Increased
260
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$28.7M -$3.73M 1 0.89% Reduced
261
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$28.4M -$18M 7 0.18% Reduced
262
Cannell & Spears
Cannell & Spears
New York
$28.3M +$26.9M 1 2.19% New
263
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$28.3M -$9.51M 1 0.3% Reduced
264
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$28.3M +$2.05M 3 0.19% Increased
265
Prudential plc
Prudential plc
United Kingdom
$27.9M +$27.6M 1 0.19% New
266
RMA
Roffman Miller Associates
Pennsylvania
$27.4M +$7.96M 2 2.28% Increased
267
Madison Asset Management
Madison Asset Management
Wisconsin
$27M -$3.18M 3 0.38% Reduced
268
QAM
QCI Asset Management
New York
$26.7M -$4.65M 1 1.68% Reduced
269
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$26.7M +$26.7M 3 0.33% New
270
Creative Planning
Creative Planning
Kansas
$26.5M -$2.15M 10 0.05% Reduced
271
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$26.5M -$426K 1 1.2% Reduced
272
BIAS
Beacon Investment Advisory Services
New Jersey
$26.3M -$335K 2 1.15% Reduced
273
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$25.6M -$8.89M 9 0.33% Reduced
274
CBT
Capital Bank & Trust
California
$25.6M +$441K 2 0.3% Increased
275
ACI
AMP Capital Investors
Australia
$25.4M +$1.9M 6 0.13% Increased