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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
376	AAM AR Asset Management West Hollywood, California	$32.8M	+$73.7K	3	6.01%	Increased
377	Stephens Inc Little Rock, Arkansas	$32.6M	+$288K	3	0.37%	Increased
378	RAM RWC Asset Management London, United Kingdom	$32.2M	+$611K	1	1.22%	Increased
379	AIMC Alley Investment Management Company Lake Forest, Illinois	$32.1M	-$608K	2	3.75%	Reduced
380	ECP Epacria Capital Partners Boulder, Colorado	$32M	-$5.01M	2	24.7%	Reduced
381	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$32M	+$2.73M	2	1.05%	Increased
382	NP NS Partners London, United Kingdom	$31.9M	-$541K	1	1.37%	Reduced
383	HRT Financial New York	$31.5M	-$129M	4	0.06%	Reduced
384	Mizuho Securities USA New York	$31.5M	+$6.88M	2	0.51%	Increased
385	1832 Asset Management Toronto, Ontario, Canada	$31.4M	-$1.18M	3	0.02%	Reduced
386	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$31.4M	+$20.5M	3	1.12%	Increased
387	BCP Blue Chip Partners Farmington Hills, Michigan	$31.2M	+$876K	2	1.97%	Increased
388	Sequoia Financial Advisors Akron, Ohio	$31.1M	+$760K	4	0.16%	Increased
389	Vestmark Advisory Solutions Wakefield, Massachusetts	$31.1M	+$874K	3	0.29%	Increased
390	WhitTier Trust Company Reno, Nevada	$30.8M	-$5.47M	2	0.58%	Reduced
391	AR Advisory Research Chicago, Illinois	$30.7M	+$1M	2	3.06%	Increased
392	Guggenheim Capital Chicago, Illinois	$30.7M	-$2.83M	5	0.19%	Reduced
393	CCM Canal Capital Management Richmond, Virginia	$30.6M	-$1.77M	2	3.74%	Reduced
394	BP BBR Partners New York	$30.1M	-$1.01K	2	1.41%	Reduced
395	Wedge Capital Management Charlotte, North Carolina	$30.1M	-$2.57M	1	0.5%	Reduced
396	Nykredit A/S Nordhavn, Denmark	$30M	+$28.8M	2	0.11%	New
397	Park Avenue Securities New York	$29.9M	+$17.8M	3	0.19%	Increased
398	Americana Partners Houston, Texas	$29.6M	-$614K	2	0.67%	Reduced
399	HB Wealth Management Atlanta, Georgia	$29.2M	+$581K	3	0.16%	Increased
400	Bleakley Financial Group Fairfield, New Jersey	$29.2M	+$2.25M	3	0.37%	Increased