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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
401	PMG ProVise Management Group Clearwater, Florida	$29M	+$589K	2	1.95%	Increased
402	Waverly Advisors Birmingham, Alabama	$29M	+$2.79M	3	0.17%	Increased
403	DCP Distillate Capital Partners Chicago, Illinois	$28.9M	-$672K	1	1.5%	Reduced
404	FLII First Long Island Investors Jericho, New York	$28.8M	+$40.9K	1	2.05%	Increased
405	SWP Strategic Wealth Partners Independence, Ohio	$28.7M	+$10.6M	4	1.78%	Increased
406	Dana Investment Advisors Waukesha, Wisconsin	$28.6M	-$3.74M	2	0.74%	Reduced
407	Aptus Capital Advisors Fairhope, Alabama	$28.3M	+$551K	3	0.19%	Increased
408	VV Verity & Verity Beaufort, South Carolina	$28.1M	-$108K	2	1.93%	Reduced
409	BFA Benedict Financial Advisors Atlanta, Georgia	$28.1M	-$198K	2	5.46%	Reduced
410	TD Waterhouse Canada Toronto, Ontario, Canada	$27.7M	+$11.3M	3	0.07%	Increased
411	Callan Family Office Radnor, Pennsylvania	$27.7M	+$113K	3	0.54%	Increased
412	CA Cornerstone Advisors Asheville, North Carolina	$27.6M	-$4.25M	1	0.91%	Reduced
413	Oppenheimer & Co New York	$27.6M	+$56K	3	0.29%	Increased
414	Arkadios Wealth Advisors Atlanta, Georgia	$27.5M	-$1.2M	4	0.42%	Reduced
415	Sapient Capital Indianapolis, Indiana	$27.3M	-$713K	2	0.36%	Reduced
416	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$27.2M	+$772K	2	1%	Increased
417	Dai-ichi Life Insurance Company Tokyo, Japan	$27.2M	-$10.4M	2	0.64%	Reduced
418	TNB Thomasville National Bank Thomasville, Georgia	$27.1M	+$26M	2	1.49%	New
419	CFM Capricorn Fund Managers London, United Kingdom	$26.9M	+$17.4M	1	2.12%	Increased
420	Advisors Asset Management Monument, Colorado	$26.7M	-$6.34M	4	0.41%	Reduced
421	WAM Weinberger Asset Management Los Angeles, California	$26.6M	+$7.37K	2	8.53%	Increased
422	ACM Altrius Capital Management New Bern, North Carolina	$25.9M	+$587K	3	4.92%	Increased
423	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$25.7M	-$3.02M	2	0.32%	Reduced
424	Capital Group Private Client Services Los Angeles, California	$25.5M	-$4.33M	2	0.36%	Reduced
425	Norinchukin Bank Tokyo, Japan	$25.5M	+$348K	2	0.25%	Increased