← 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
SWM
Stockman Wealth Management
Montana
$4.62M +$14.9K 1 1.77% Increased
652
MAM
Mastrapasqua Asset Management
Tennessee
$4.62M +$181K 1 0.85% Increased
653
RBA
Richard Bernstein Advisors
New York
$4.62M -$300K 1 0.15% Reduced
654
PIM
Penobscot Investment Management
Massachusetts
$4.61M -$117K 3 0.92% Reduced
655
GIM
Goelzer Investment Management
Indiana
$4.58M -$14K 1 0.42% Reduced
656
Palisade Capital Management
Palisade Capital Management
New Jersey
$4.57M -$1.1M 2 0.14% Reduced
657
NG
Northstar Group
New York
$4.52M -$85.7K 1 1.88% Reduced
658
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$4.5M +$148K 3 0.19% Increased
659
SIM
Spark Investment Management
New York
$4.5M $0 1 0.58% Maintained
660
Montag & Associates
Montag & Associates
Georgia
$4.5M -$84.2K 1 0.39% Reduced
661
JAFL
Jay A. Fishman Ltd
Michigan
$4.49M -$25.1K 1 0.84% Reduced
662
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.46M +$384K 5 0.08% Increased
663
Rathbones Group
Rathbones Group
United Kingdom
$4.44M +$1.03M 3 0.13% Increased
664
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.41M -$2.82M 2 0.03% Reduced
665
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.4M +$4.75M 1 0.19% New
666
MCG
McCollum Christoferson Group
New York
$4.39M -$26.6K 1 1.57% Reduced
667
CCM
Campbell Capital Management
Florida
$4.39M -$52.2K 1 3.27% Reduced
668
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$4.37M +$28K 10 0.48% Increased
669
NIA
Northstar Investment Advisors
Colorado
$4.36M -$431K 1 0.73% Reduced
670
WP
WMS Partners
Maryland
$4.32M -$77.1K 1 1.04% Reduced
671
AT
Arden Trust
Delaware
$4.31M +$325K 3 0.7% Increased
672
RMC
Resources Management Corp
Connecticut
$4.29M +$4.18M 2 0.79% New
673
CVM
Cheviot Value Management
California
$4.27M -$104K 1 1.82% Reduced
674
IIM
Ipswich Investment Management
Massachusetts
$4.24M -$73.6K 1 1.35% Reduced
675
AOWM
Alpha Omega Wealth Management
Virginia
$4.22M +$1.39M 2 0.68% Increased