← 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
London Company of Virginia
London Company of Virginia
Virginia
$292M -$18.2M 3 1.65% Reduced
52
Markel Group
Markel Group
Virginia
$275M +$664K 4 2.99% Increased
53
Envestnet Asset Management
Envestnet Asset Management
Illinois
$255M +$22.5M 10 0.11% Increased
54
Raymond James & Associates
Raymond James & Associates
Florida
$253M -$2.11M 9 0.19% Reduced
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$247M +$39.3M 4 1.09% Increased
56
Sculptor Capital
Sculptor Capital
New York
$243M +$238M 2 5.14% Increased
57
Bank of Montreal
Bank of Montreal
Ontario, Canada
$236M +$77.5M 12 0.07% Increased
58
Swiss National Bank
Swiss National Bank
Switzerland
$230M -$7.2M 7 0.17% Reduced
59
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$229M $0 1 3.31% Maintained
60
Principal Financial Group
Principal Financial Group
Iowa
$228M +$120M 7 0.15% Increased
61
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$222M +$153M 8 0.43% Increased
62
Douglas Lane & Associates
Douglas Lane & Associates
New York
$216M -$8.78M 3 3.32% Reduced
63
VOYA Investment Management
VOYA Investment Management
Georgia
$214M +$10.4M 7 0.22% Increased
64
California Public Employees Retirement System
California Public Employees Retirement System
California
$205M +$9.1M 2 0.16% Increased
65
Nuveen
Nuveen
North Carolina
$203M -$7.62M 8 0.07% Reduced
66
SIM
Sprucegrove Investment Management
Ontario, Canada
$202M -$11M 1 8.76% Reduced
67
Macquarie Group
Macquarie Group
Australia
$197M +$6.82M 7 0.23% Increased
68
LT
Lindsell Train
United Kingdom
$192M +$58.8K 2 3.72% Increased
69
GRQ
Gardner Russo & Quinn
Pennsylvania
$189M -$6.4M 2 1.92% Reduced
70
Barclays
Barclays
United Kingdom
$189M -$117M 10 0.07% Reduced
71
Millennium Management
Millennium Management
New York
$185M -$142M 12 0.08% Reduced
72
First Trust Advisors
First Trust Advisors
Illinois
$184M +$90.7M 7 0.2% Increased
73
Davenport & Co
Davenport & Co
Virginia
$182M +$15.6M 5 1.24% Increased
74
Gabelli Funds
Gabelli Funds
New York
$177M +$481K 8 1.36% Increased
75
Perpetual Ltd
Perpetual Ltd
Australia
$175M +$78.4M 4 1.8% Increased