← 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
26
Invesco
Invesco
Georgia
$675M +$92.5M 8 0.23% Increased
27
Lazard Asset Management
Lazard Asset Management
New York
$668M -$55.2M 7 1.09% Reduced
28
Janus Henderson Group
Janus Henderson Group
$617M +$76.6M 6 0.34% Increased
29
Bank of New York Mellon
Bank of New York Mellon
New York
$599M -$58.3M 9 0.17% Reduced
30
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$568M -$74.1M 8 0.08% Reduced
31
Fidelity Investments
Fidelity Investments
Massachusetts
$567M -$226M 11 0.07% Reduced
32
Wellington Management Group
Wellington Management Group
Massachusetts
$537M +$49.5M 7 0.12% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$516M -$23.4M 12 0.31% Reduced
34
Norges Bank
Norges Bank
Norway
$515M +$72.6M 6 0.17% Increased
35
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$515M -$5.12M 1 5.81% Reduced
36
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$481M +$81.5M 12 0.21% Increased
37
American Century Companies
American Century Companies
Missouri
$439M -$6.48M 5 0.44% Reduced
38
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$426M +$20M 10 0.37% Increased
39
AllianceBernstein
AllianceBernstein
Tennessee
$423M -$178M 8 0.28% Reduced
40
JSP
Jackson Square Partners
California
$395M +$379M 1 2.16% New
41
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$378M +$6.53M 9 1.57% Increased
42
GRQ
Gardner Russo & Quinn
Pennsylvania
$370M -$30.9M 3 2.87% Reduced
43
Carmignac Gestion
Carmignac Gestion
France
$356M +$48.6M 1 4.15% Increased
44
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$353M +$3.34M 1 0.6% Increased
45
CIP
Champlain Investment Partners
Vermont
$331M +$47M 5 2.88% Increased
46
Renaissance Technologies
Renaissance Technologies
New York
$322M -$127M 12 0.29% Reduced
47
Brown Advisory
Brown Advisory
Maryland
$316M +$244M 7 0.9% Increased
48
Legal & General Group
Legal & General Group
United Kingdom
$307M +$61.4M 8 0.18% Increased
49
Charles Schwab
Charles Schwab
California
$296M +$20.8M 7 0.19% Increased
50
Markel Group
Markel Group
Virginia
$289M $0 3 4.84% Maintained