← 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
Neuberger Berman Group
Neuberger Berman Group
New York
$22M +$1.14M 7 0.02% Increased
202
US Bancorp
US Bancorp
Minnesota
$21.4M -$1.43M 11 0.03% Reduced
203
GD
Grandfield & Dodd
New York
$21.4M -$1.07M 1 1.21% Reduced
204
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$21M -$1.99M 13 0.51% Reduced
205
River Road Asset Management
River Road Asset Management
Kentucky
$20.8M -$25.4M 1 0.23% Reduced
206
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$20.6M +$11.4M 4 0.14% Increased
207
Mariner
Mariner
Kansas
$20.5M -$427K 8 0.02% Reduced
208
EP Wealth Advisors
EP Wealth Advisors
California
$20.4M +$20.4M 6 0.11% New
209
Life Cycle Investment Partners
Life Cycle Investment Partners
$20.2M +$20M 1 0.14% New
210
Korea Investment Corp
Korea Investment Corp
South Korea
$20.1M -$1.68M 2 0.04% Reduced
211
Trexquant Investment
Trexquant Investment
Connecticut
$20M -$5.02M 5 0.18% Reduced
212
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$19.9M -$8.37M 8 0.03% Reduced
213
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$19.6M -$12.2M 2 0.03% Reduced
214
WCM
Woodson Capital Management
Connecticut
$19.5M +$20.6M 1 2.7% New
215
MIM
Morningstar Investment Management
Illinois
$19.4M -$5.28M 3 1.14% Reduced
216
Ethic Inc
Ethic Inc
New York
$19.3M +$2M 7 0.3% Increased
217
CAM
Capco Asset Management
Florida
$19.3M -$343K 1 4.72% Reduced
218
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$19.2M -$10.4M 11 0.03% Reduced
219
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$19.2M +$386K 7 0.03% Increased
220
Bridgewater Associates
Bridgewater Associates
Connecticut
$19.1M +$13.3M 5 0.07% Increased
221
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$19.1M +$20.6M 1 0.23% New
222
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$19M -$74.1K 1 0.15% Reduced
223
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$18.8M -$21.1M 3 0.05% Reduced
224
WCM
Wallace Capital Management
Texas
$18.7M -$5.91M 1 2.25% Reduced
225
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$18.5M $0 5 0.03% Maintained