← 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
301	Wolverine Trading Chicago, Illinois	$20.7M	+$18.1M	5	0.1%	Increased
302	CAM Cacti Asset Management Atlanta, Georgia	$20.6M	+$3.03M	1	1.94%	Increased
303	FHAM Folger Hill Asset Management New York	$20.6M	-$31M	3	1.86%	Reduced
304	Scotia Capital Toronto, Ontario, Canada	$20.5M	+$2.19M	4	0.33%	Increased
305	SG Americas Securities New York	$20.4M	-$15M	7	0.17%	Reduced
306	LCM Lomas Capital Management New York	$20.4M	+$896K	2	4.5%	Increased
307	DZ Bank Frankfurt Am Main, Germany	$20.1M	+$21.7M	3	0.1%	New
308	TL Tirschwell & Loewy New York	$19.8M	-$859K	1	3.54%	Reduced
309	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$19.6M	+$4.14M	8	0.21%	Increased
310	Baillie Gifford & Co Edinburgh, United Kingdom	$19.4M	+$1.4M	1	0.03%	Increased
311	B BP London, United Kingdom	$19.3M	-$11.4M	3	0.73%	Reduced
312	ACM Academy Capital Management Waco, Texas	$19.2M	+$791K	2	5.24%	Increased
313	GD Grandfield & Dodd New York	$19M	+$2.92M	1	2.46%	Increased
314	Zurich Cantonal Bank Zurich, Switzerland	$19M	-$2.42M	5	0.2%	Reduced
315	CAM Cypress Asset Management Houston, Texas	$18.9M	+$1.33M	5	3.62%	Increased
316	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$18.9M	+$54.9K	1	2.84%	Increased
317	ELI Empire Life Investments Toronto, Ontario, Canada	$18.6M	+$19.2M	1	1.51%	New
318	Allstate Corporation Northbrook, Illinois	$18.3M	+$12.3M	2	1.1%	Increased
319	Heritage Investors Management Corp Bethesda, Maryland	$18.1M	+$804K	2	1.29%	Increased
320	NONA Ninety One North America New York	$17.9M	-$598K	1	2.68%	Reduced
321	Whittier Trust South Pasadena, California	$17.9M	-$319K	6	0.76%	Reduced
322	SL Summitry LLC Foster City, California	$17.9M	+$197K	1	1.73%	Increased
323	GL Governors Lane New York	$17.8M	+$18.7M	1	1.41%	New
324	DekaBank Deutsche Girozentrale Frankfurt, Germany	$17.8M	-$13.1M	4	0.19%	Reduced
325	William Blair & Company Chicago, Illinois	$17.7M	+$5.26M	5	0.16%	Increased