← 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
1	Vanguard Group Malvern, Pennsylvania	$4.44B	+$91.6M	9	0.28%	Increased
2	Fidelity Investments Boston, Massachusetts	$3.65B	-$98.6M	8	0.5%	Reduced
3	JP Morgan Chase New York	$2.7B	+$48M	9	0.67%	Increased
4	State Street Boston, Massachusetts	$2.64B	-$24.9M	10	0.28%	Reduced
5	Lone Pine Capital Greenwich, Connecticut	$1.66B	+$414M	2	7.64%	Increased
6	Lazard Asset Management New York	$1.61B	+$23.8M	5	3.41%	Increased
7	Wells Fargo San Francisco, California	$1.6B	+$125M	11	0.62%	Increased
8	BlackRock Institutional Trust San Francisco, California	$1.56B	-$3.87M	9	0.25%	Reduced
9	Bank of America Charlotte, North Carolina	$1.46B	-$96.9M	12	0.34%	Reduced
10	Wellington Management Group Boston, Massachusetts	$1.38B	-$66.8M	6	0.36%	Reduced
11	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.23B	+$1.47M	4	10.32%	Increased
12	Franklin Resources San Mateo, California	$1.15B	+$371M	5	0.62%	Increased
13	Morgan Stanley New York	$1.06B	-$27.4M	13	0.38%	Reduced
14	Bank of New York Mellon New York	$1.05B	-$54M	9	0.32%	Reduced
15	BlackRock Fund Advisors San Francisco, California	$972M	-$79.1M	8	0.21%	Reduced
16	KCM Kensico Capital Management Greenwich, Connecticut	$968M	-$16.4M	1	19.45%	Reduced
17	Soroban Capital Partners New York	$961M	-$98.8M	1	5.92%	Reduced
18	Massachusetts Financial Services Boston, Massachusetts	$940M	+$6.09M	5	0.47%	Increased
19	Fisher Asset Management Camas, Washington	$888M	+$21.3M	4	1.65%	Increased
20	Northern Trust Chicago, Illinois	$873M	+$22.4M	11	0.28%	Increased
21	Fidelity International Hamilton, Bermuda	$802M	+$11.2M	4	2.56%	Increased
22	Vontobel Asset Management New York	$783M	+$72.5M	2	6.37%	Increased
23	BlackRock Investment Management Wilmington, Delaware	$722M	+$48.4M	10	0.91%	Increased
24	Arrowstreet Capital Boston, Massachusetts	$720M	+$173M	6	2.38%	Increased
25	SIG Senator Investment Group New York	$696M	+$123M	3	11.15%	Increased