← 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
176
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$35.3M +$2.16M 5 0.07% Increased
177
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$35.2M +$33.3M 2 0.64% Increased
178
Calamos Advisors
Calamos Advisors
Illinois
$35M +$13.6M 2 0.15% Increased
179
Corient Private Wealth
Corient Private Wealth
Florida
$34M -$13.6M 9 0.06% Reduced
180
Tidal Investments
Tidal Investments
Wisconsin
$33.8M +$14.9M 8 0.28% Increased
181
WAM
Wilsey Asset Management
California
$33.8M +$239K 1 6.77% Increased
182
Korea Investment Corp
Korea Investment Corp
South Korea
$33.2M -$5.26M 3 0.08% Reduced
183
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$32.8M +$5.64M 10 0.07% Increased
184
Aquatic Capital Management
Aquatic Capital Management
Illinois
$32.8M +$12.4M 8 0.84% Increased
185
Pzena Investment Management
Pzena Investment Management
New York
$32.2M +$7.78K 1 0.11% Increased
186
Scotia Capital
Scotia Capital
Ontario, Canada
$32.2M -$8.25M 6 0.17% Reduced
187
TD Asset Management
TD Asset Management
Ontario, Canada
$32.2M -$58.5M 5 0.03% Reduced
188
Rockefeller Capital Management
Rockefeller Capital Management
New York
$32.1M +$8.93M 3 0.08% Increased
189
Marshall Wace
Marshall Wace
United Kingdom
$32M -$9.9M 8 0.04% Reduced
190
Allianz Asset Management
Allianz Asset Management
Germany
$32M +$10.9M 3 0.04% Increased
191
CP
Coho Partners
Pennsylvania
$31.9M -$7.95M 1 1.92% Reduced
192
Macquarie Group
Macquarie Group
Australia
$31.3M -$42.1M 6 0.04% Reduced
193
US Bancorp
US Bancorp
Minnesota
$30.6M -$8.85M 11 0.04% Reduced
194
CIBC World Market
CIBC World Market
Ontario, Canada
$30.5M -$4.2M 7 0.07% Reduced
195
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$30.5M +$810K 4 0.08% Increased
196
MML Investors Services
MML Investors Services
Massachusetts
$30.4M +$1.81M 7 0.1% Increased
197
Optiver Holding
Optiver Holding
Netherlands
$30.3M -$15.7M 5 0.02% Reduced
198
Trexquant Investment
Trexquant Investment
Connecticut
$29.6M -$8.04M 7 0.34% Reduced
199
Vaughan David Investments
Vaughan David Investments
Illinois
$29.3M +$2.25M 1 0.69% Increased
200
PDM
Penn Davis McFarland
Texas
$29M +$175K 1 3.43% Increased