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Tobacco & Nicotine

Tobacco combines falling volumes with strong pricing, and is shifting towards vapour and oral products that carry lower regulatory risk. Cash generation is the whole investment case.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2951	VC VarCov Co Darien, Connecticut	$266K	+$261K	1	0.1%	New
2952	OCG Opus Capital Group Cincinnati, Ohio	$266K	-$1.04K	1	0.03%	Reduced
2953	PAM Palisade Asset Management Minneapolis, Minnesota	$266K	$0	1	0.02%	Maintained
2954	VC Vicus Capital State College, Pennsylvania	$266K	-$36K	1	0.02%	Reduced
2955	DWA Delta Wealth Advisors Indianapolis, Indiana	$265K	$0	1	0.19%	Maintained
2956	FA Forefront Analytics West Conshohocken, Pennsylvania	$265K	+$2.25K	1	0.29%	Increased
2957	FZCM Flynn Zito Capital Management Garden City, New York	$265K	+$12.5K	1	0.07%	Increased
2958	PAM Peak Asset Management Louisville, Colorado	$264K	$0	1	0.04%	Maintained
2959	JWM Jeppson Wealth Management Manhattan Beach, California	$264K	-$29.3K	1	0.08%	Reduced
2960	RIS Retirement Income Solutions Ann Arbor, Michigan	$264K	$0	1	0.05%	Maintained
2961	TCOTS Trust Company of the South Greensboro, North Carolina	$263K	-$311K	1	0.04%	Reduced
2962	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$263K	-$173	1	0.01%	Reduced
2963	KA Kozak & Associates Highlands Ranch, Colorado	$263K	+$1.68K	1	0.05%	Increased
2964	TI tru Independence Portland, Oregon	$262K	+$14.9K	1	0.11%	Increased
2965	GCM GKV Capital Management Walnut Creek, California	$262K	-$43.4K	1	0.08%	Reduced
2966	SAM Smith Asset Management Chiefland, Florida	$262K	-$6.98K	1	0.21%	Reduced
2967	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$261K	-$444K	1	0.01%	Reduced
2968	TIM Tortoise Investment Management White Plains, New York	$261K	+$8.67K	1	0.02%	Increased
2969	CL CPWA LLC Hood River, Oregon	$261K	$0	1	0.3%	Maintained
2970	TCWM Total Clarity Wealth Management St. Charles, Illinois	$259K	+$251K	1	0.05%	New
2971	WAG Winthrop Advisory Group Boston, Massachusetts	$259K	+$247K	1	0.02%	New
2972	IW Instrumental Wealth Tampa, Florida	$259K	+$248K	1	0.13%	New
2973	CWP Core Wealth Partners Santa Rosa, California	$259K	-$5.38K	1	0.11%	Reduced
2974	AIA Accelerate Investment Advisors Aliso Viejo, California	$258K	-$13.5K	1	0.15%	Reduced
2975	ILI Invesco LLC (Illinois) Des Plaines, Illinois	$258K	$0	1	0.08%	Maintained