← 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
651	PPCM Pillar Pacific Capital Management Pacifica, California	$3.22M	-$50.5K	1	0.65%	Reduced
652	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.19M	+$430K	1	0.52%	Increased
653	CCP Clarkston Capital Partners Rochester, Michigan	$3.17M	+$578K	2	0.63%	Increased
654	TPCM Three Peaks Capital Management Castle Rock, Colorado	$3.17M	-$1.86M	1	2.48%	Reduced
655	JGC J. Goldman & Co New York	$3.16M	+$3.04M	1	0.23%	New
656	Kentucky Retirement Systems Frankfort, Kentucky	$3.16M	+$17.5K	3	0.23%	Increased
657	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$3.15M	+$2.95M	1	2.36%	New
658	RP Raiff Partners New York	$3.14M	+$2.87M	1	2.31%	New
659	Virtu KCG Holdings New York	$3.14M	-$9.65M	5	0.04%	Reduced
660	MCM Matterhorn Capital Management San Antonio, Texas	$3.12M	+$26.2K	1	1.44%	Increased
661	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$3.11M	-$168K	1	1.23%	Reduced
662	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$3.1M	+$123K	1	0.59%	Increased
663	KAM Keeley Asset Management Chicago, Illinois	$3.09M	+$650K	1	0.05%	Increased
664	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.09M	+$87.9K	1	0.74%	Increased
665	Azimuth Capital Management Bloomfield Hills, Michigan	$3.05M	+$172K	3	0.37%	Increased
666	BFO Boston Family Office Boston, Massachusetts	$3.04M	-$44.4K	2	0.4%	Reduced
667	SIM Sterling Investment Management Tucson, Arizona	$3.04M	-$1.52K	1	2.23%	Reduced
668	MCM Moon Capital Management New York	$2.97M	-$13.7M	1	1.74%	Reduced
669	MC MRJ Capital New York	$2.96M	$0	1	1.8%	Maintained
670	PAM Private Asset Management San Diego, California	$2.96M	-$86.6K	1	0.5%	Reduced
671	HA Hamel Associates Chatham, New Jersey	$2.95M	+$421K	3	2.04%	Increased
672	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$2.93M	-$49K	2	1.55%	Reduced
673	1832 Asset Management Toronto, Ontario, Canada	$2.89M	-$15.8M	2	0.01%	Reduced
674	YIA YHB Investment Advisors West Hartford, Connecticut	$2.77M	+$127K	1	0.7%	Increased
675	WesBanco Bank Wheeling, West Virginia	$2.75M	-$3.71M	4	0.16%	Reduced