← 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	Bahl & Gaynor Cincinnati, Ohio	$24M	+$6.18M	4	0.26%	Increased
302	Baillie Gifford & Co Edinburgh, United Kingdom	$23.8M	+$842K	1	0.03%	Increased
303	Heritage Investors Management Corp Bethesda, Maryland	$23.6M	+$115K	2	1.52%	Increased
304	Fiera Capital (Canada) Montreal, Quebec, Canada	$23.5M	-$37.2M	2	0.11%	Reduced
305	AIG American International Group New York	$23.5M	-$1.62M	5	0.08%	Reduced
306	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$23.4M	-$288K	1	3.12%	Reduced
307	M&T Bank Buffalo, New York	$23.1M	+$96.5K	6	0.13%	Increased
308	AMG National Trust Bank Greenwood Village, Colorado	$23M	+$3.9M	2	1.59%	Increased
309	SCM Stevens Capital Management Radnor, Pennsylvania	$23M	+$13.7M	3	0.86%	Increased
310	SG Americas Securities New York	$22.8M	+$4.63M	8	0.2%	Increased
311	ACM Academy Capital Management Waco, Texas	$22.6M	-$220K	2	6.37%	Reduced
312	NC Nitorum Capital New York	$22.5M	+$1.9M	1	3.72%	Increased
313	DP DSAM Partners London, United Kingdom	$22.1M	-$228K	1	3.07%	Reduced
314	Scout Investments Kansas City, Missouri	$22M	-$2.11M	1	0.6%	Reduced
315	CCMH Cornerstone Capital Management Holdings New York	$22M	+$7.53M	4	0.17%	Increased
316	Oppenheimer Asset Management New York	$21.8M	-$171K	7	0.57%	Reduced
317	RC RBO & Co Saint Helena, California	$21.4M	+$892K	2	5.56%	Increased
318	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$21.3M	+$1.18M	3	0.28%	Increased
319	Loomis, Sayles & Company Boston, Massachusetts	$21.1M	+$2.39M	4	0.05%	Increased
320	MAI Capital Management Independence, Ohio	$21M	+$950K	4	1.28%	Increased
321	AAM Aureus Asset Management Boston, Massachusetts	$21M	+$448K	3	3.32%	Increased
322	TL Tirschwell & Loewy New York	$21M	-$1.57M	1	3.17%	Reduced
323	Stock Yards Bank & Trust Louisville, Kentucky	$20.4M	-$295K	2	2.4%	Reduced
324	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$20.4M	+$1.21M	1	0.33%	Increased
325	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$20M	+$493K	8	0.14%	Increased