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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
326	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$45.1M	+$255K	2	2.63%	Increased
327	Vise Technologies New York	$45.1M	+$17.1M	3	0.51%	Increased
328	Steward Partners Investment Advisory New York	$44.1M	+$2.21M	6	0.23%	Increased
329	Empirical Wealth Management Seattle, Washington	$44.1M	+$1.51M	3	0.64%	Increased
330	Curi RMB Capital Chicago, Illinois	$44M	-$1.42M	3	0.68%	Reduced
331	Cincinnati Insurance Fairfield, Ohio	$43.9M	$0	1	0.63%	Maintained
332	Vestcor Inc Fredericton, New Brunswick, Canada	$43.6M	-$8.33M	3	1.08%	Reduced
333	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$43.4M	-$340K	2	4.94%	Reduced
334	Envestnet Portfolio Solutions Chicago, Illinois	$43.3M	-$1.52M	3	0.21%	Reduced
335	Allworth Financial Folsom, California	$43.1M	-$1.53M	7	0.18%	Reduced
336	IEQ Capital Foster City, California	$43.1M	+$11.9M	4	0.2%	Increased
337	Vident Advisory Alpharetta, Georgia	$42.6M	+$7.1M	5	0.31%	Increased
338	Horizon Investments Charlotte, North Carolina	$41.3M	+$4.92M	3	0.45%	Increased
339	Stock Yards Bank & Trust Louisville, Kentucky	$41M	+$7.68M	3	1.17%	Increased
340	CSM Advisors Warrendale, Pennsylvania	$40.9M	+$3.48M	2	0.87%	Increased
341	RC RBO & Co Saint Helena, California	$39.3M	-$321K	2	6.26%	Reduced
342	Ritholtz Wealth Management New York	$39M	+$655K	5	0.58%	Increased
343	OC Opal Capital Boca Raton, Florida	$38.9M	+$2.08M	3	6.95%	Increased
344	Choreo LLC Rockford, Illinois	$38.4M	-$426K	3	0.42%	Reduced
345	Eagle Global Advisors Houston, Texas	$38.1M	-$11.7K	2	1.26%	Reduced
346	TI TrueMark Investments Chicago, Illinois	$37.7M	+$2.91M	3	4.73%	Increased
347	IMA Investment Management Associates Greenwood Village, Colorado	$37.6M	-$11.6M	2	7.7%	Reduced
348	Intact Investment Management Montreal, Quebec, Canada	$37.5M	+$3M	2	1.07%	Increased
349	DA Dash Acquisitions Woodland Hills, California	$37.3M	-$1.5M	1	7.55%	Reduced
350	KBC Group Brussels, Belgium	$37.2M	+$459K	3	0.08%	Increased