← 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
201
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$26.3M -$776K 8 0.04% Reduced
202
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$26.2M +$1.03M 6 0.3% Increased
203
Creative Planning
Creative Planning
Kansas
$25.9M +$7.47M 10 0.02% Increased
204
WCM
Wallace Capital Management
Texas
$25.6M +$9.54M 1 3.49% Increased
205
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$25.6M +$166K 4 0.06% Increased
206
Pathstone Holdings
Pathstone Holdings
New Jersey
$25.6M +$1.56M 8 0.1% Increased
207
Voloridge Investment Management
Voloridge Investment Management
Florida
$25.4M -$10.1M 4 0.09% Reduced
208
Macquarie Group
Macquarie Group
Australia
$25.4M -$3.23M 6 0.03% Reduced
209
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$25.2M +$20.6M 15 0.68% Increased
210
KP
Kiltearn Partners
United Kingdom
$25.2M -$2.2M 1 5.07% Reduced
211
Scotia Capital
Scotia Capital
Ontario, Canada
$25.1M -$6.36M 6 0.12% Reduced
212
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$25M +$25.5M 3 0.22% Increased
213
Pzena Investment Management
Pzena Investment Management
New York
$24.9M -$8.58M 1 0.08% Reduced
214
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.7M +$21M 7 0.04% Increased
215
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$24.5M +$1.43M 2 0.78% Increased
216
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$24.5M +$10M 1 3.09% Increased
217
CP
Coho Partners
Pennsylvania
$23.7M -$4.99M 1 1.77% Reduced
218
HRT Financial
HRT Financial
New York
$23.4M -$24.6M 8 0.1% Reduced
219
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$23.1M +$15.3M 1 0.4% Increased
220
EP Wealth Advisors
EP Wealth Advisors
California
$22.4M +$21.3M 6 0.15% Increased
221
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.4M +$7.24M 5 0.02% Increased
222
GACM
Global Alpha Capital Management
Quebec, Canada
$21.7M +$7.84M 1 1.35% Increased
223
DZ Bank
DZ Bank
Germany
$21.7M +$23.2M 3 0.02% Increased
224
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$21.6M +$47.4K 4 0.72% Increased
225
Storebrand Asset Management
Storebrand Asset Management
Norway
$21.5M +$16.3M 4 0.06% Increased