← 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
51	AllianceBernstein Nashville, Tennessee	$332M	-$137M	8	0.21%	Reduced
52	Markel Group Glen Allen, Virginia	$306M	+$257K	4	4.7%	Increased
53	Charles Schwab San Francisco, California	$301M	-$15.3M	7	0.18%	Reduced
54	London Company of Virginia Richmond, Virginia	$289M	+$6.12M	2	2.49%	Increased
55	Schroder Investment Management Group London, United Kingdom	$282M	+$139M	5	0.19%	Increased
56	Credit Suisse Zurich, Switzerland	$282M	+$19.5M	10	0.25%	Increased
57	AQR Capital Management Greenwich, Connecticut	$272M	+$25.9M	6	0.3%	Increased
58	Macquarie Group Sydney, NSW 2000, Australia	$263M	+$3.09M	8	0.44%	Increased
59	Nuveen Charlotte, North Carolina	$260M	+$242M	7	0.1%	Increased
60	Citadel Advisors Miami, Florida	$248M	+$76.4M	9	0.11%	Increased
61	P Pitcairn Conshohocken, Pennsylvania	$248M	+$290K	5	24.79%	Increased
62	Gabelli Funds Rye, New York	$247M	-$7.52M	8	1.59%	Reduced
63	Fayez Sarofim & Co Houston, Texas	$244M	-$5.61M	3	1.26%	Reduced
64	Principal Financial Group Des Moines, Iowa	$243M	-$1.63M	8	0.22%	Reduced
65	VOYA Investment Management Atlanta, Georgia	$236M	+$183M	6	0.51%	Increased
66	Bank of Montreal Toronto, Ontario, Canada	$235M	+$27.5M	12	0.2%	Increased
67	Swiss National Bank Zurich, Switzerland	$234M	-$3.75M	6	0.25%	Reduced
68	Davenport & Co Richmond, Virginia	$234M	+$35.4M	4	2.79%	Increased
69	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$221M	-$2.5M	4	0.2%	Reduced
70	LSV Asset Management Chicago, Illinois	$214M	-$203K	1	0.35%	Reduced
71	HMP HS Management Partners New York	$211M	-$26.2M	2	7.08%	Reduced
72	First Eagle Investment Management New York	$208M	+$4.24M	1	0.56%	Increased
73	SCCM Schafer Cullen Capital Management New York	$207M	+$38.6M	2	2.44%	Increased
74	BP BBR Partners New York	$207M	+$10M	2	33.08%	Increased
75	Ameriprise Minneapolis, Minnesota	$203M	-$99.5M	10	0.09%	Reduced