← 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
476	Montag & Associates Atlanta, Georgia	$8.22M	+$3.96M	2	1.29%	Increased
477	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.15M	+$107K	4	0.2%	Increased
478	SSB Sandy Spring Bank Olney, Maryland	$8.1M	+$516K	6	0.99%	Increased
479	FineMark National Bank & Trust Fort Myers, Florida	$8.08M	+$382K	5	1.09%	Increased
480	NAM NorthCoast Asset Management Greenwich, Connecticut	$8.03M	+$8.77M	1	0.44%	New
481	Andra AP-fonden Goteborg, Sweden	$8M	+$1.71M	3	0.23%	Increased
482	ACM Atlanta Capital Management Atlanta, Georgia	$7.94M	+$2.24M	2	0.06%	Increased
483	AFIA America First Investment Advisors Omaha, Nebraska	$7.83M	+$207K	1	3.67%	Increased
484	Jacobs Levy Equity Management Florham Park, New Jersey	$7.83M	+$8.22M	1	0.16%	New
485	Davidson Kempner Capital Management New York	$7.78M	-$2.96M	1	0.14%	Reduced
486	AL Airain Ltd St. Peter Port, Guernsey	$7.72M	+$6.89M	1	0.46%	Increased
487	PGGM Investments Zeist, Netherlands	$7.7M	+$38.8K	1	0.04%	Increased
488	TCP TAMRO Capital Partners Alexandria, Virginia	$7.68M	+$5.85M	2	0.87%	Increased
489	NCM Northroad Capital Management New York	$7.68M	-$396K	1	4.53%	Reduced
490	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$7.68M	+$6.7M	1	2.69%	New
491	FNYS First New York Securities New York	$7.67M	+$6.11M	5	3.45%	Increased
492	Old Mission Capital Chicago, Illinois	$7.65M	+$4.32M	1	1.05%	Increased
493	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$7.57M	+$1.91M	2	3.71%	Increased
494	CCA Cobblestone Capital Advisors Rochester, New York	$7.56M	+$55.2K	2	1.21%	Increased
495	MIP Marietta Investment Partners Milwaukee, Wisconsin	$7.54M	+$4.06K	2	2.94%	Increased
496	SFP Santa Fe Partners Santa Fe, New Mexico	$7.52M	+$758K	2	1%	Increased
497	Cookson Peirce & Co Pittsburgh, Pennsylvania	$7.49M	+$4.01M	2	1.25%	Increased
498	Nippon Life Global Investors Americas New York	$7.4M	-$374K	1	0.74%	Reduced
499	MSR Main Street Research Lakeville, Connecticut	$7.39M	+$170K	1	1.73%	Increased
500	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.39M	$0	2	1.34%	Maintained