← 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
1051	Welch Group Birmingham, Alabama	$551K	$0	2	0.1%	Maintained
1052	Burgundy Asset Management Toronto, Ontario, Canada	$550K	$0	1	0.01%	Maintained
1053	SC Searle & Co Greenwich, Connecticut	$549K	$0	3	0.46%	Maintained
1054	BAM Barrett Asset Management New York	$533K	-$341K	4	0.04%	Reduced
1055	CPO Cerity Partners OCIO New York	$533K	+$205K	2	0.06%	Increased
1056	WA Winfield Associates Cleveland, Ohio	$530K	+$275K	3	0.36%	Increased
1057	Element Capital Management New York	$522K	+$531K	1	0.19%	New
1058	DAM Deltec Asset Management New York	$519K	-$479K	1	0.11%	Reduced
1059	CTI Community Trust & Investment Versailles, Kentucky	$513K	$0	1	0.07%	Maintained
1060	WC Whitney & Co Rochester, New York	$513K	$0	1	0.22%	Maintained
1061	AR Advisory Research Chicago, Illinois	$511K	-$107K	1	0.01%	Reduced
1062	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$511K	+$2.05K	1	0.2%	Increased
1063	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$510K	-$638K	1	0.44%	Reduced
1064	Smithfield Trust Pittsburgh, Pennsylvania	$500K	+$24.9K	2	0.1%	Increased
1065	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$494K	+$12.3K	4	0.3%	Increased
1066	BCM Beck Capital Management Austin, Texas	$486K	+$204K	2	0.26%	Increased
1067	Hills Bank & Trust North Liberty, Iowa	$486K	$0	2	0.18%	Maintained
1068	LSCM LaSalle Street Capital Management Chicago, Illinois	$484K	$0	1	0.47%	Maintained
1069	NPC National Planning Corporation El Segundo, California	$481K	-$4.67K	1	0.04%	Reduced
1070	PWP Private Wealth Partners Mill Valley, California	$479K	+$98.2K	1	0.11%	Increased
1071	Benjamin F. Edwards & Company St. Louis, Missouri	$478K	-$98.2K	4	0.1%	Reduced
1072	BW Gestao de Investimentos Sao Paulo, Brazil	$476K	-$555K	1	0.3%	Reduced
1073	GA GFS Advisors Houston, Texas	$476K	$0	2	0.16%	Maintained
1074	NERM New England Research & Management Chicago, Illinois	$473K	-$14.9K	1	0.39%	Reduced
1075	CS Comerica Securities Detroit, Michigan	$471K	+$120K	1	0.12%	Increased