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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
451	Carnegie Investment Counsel Pepper Pike, Ohio	$22.9M	-$263K	2	0.46%	Reduced
452	Private Advisor Group Morristown, New Jersey	$22.9M	-$8.84M	3	0.1%	Reduced
453	Caprock Group Boise, Idaho	$22.8M	+$405K	3	0.44%	Increased
454	NG Norden Group Provo, Utah	$22.8M	+$1.37M	2	1.87%	Increased
455	Hennessy Advisors Inc Novato, California	$22.8M	-$428K	3	0.73%	Reduced
456	MFA Mayflower Financial Advisors Boston, Massachusetts	$22.7M	+$12.1M	3	1.96%	Increased
457	Independent Advisor Alliance Charlotte, North Carolina	$22.7M	+$119K	4	0.53%	Increased
458	United Capital Financial Advisors Irving, Texas	$22.5M	-$20.3K	3	0.12%	Reduced
459	HCM Huber Capital Management El Segundo, California	$22.5M	-$3.3M	1	3.31%	Reduced
460	Driehaus Capital Management Chicago, Illinois	$22.4M	-$31.4M	1	0.13%	Reduced
461	KFP Keystone Financial Planning Cleveland, Ohio	$22.4M	-$1.99M	3	5.76%	Reduced
462	Troy Asset Management London, United Kingdom	$22.4M	-$1.2M	1	0.62%	Reduced
463	SCA Snowden Capital Advisors New York	$22.3M	+$970K	4	0.53%	Increased
464	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$22.2M	-$697K	2	0.63%	Reduced
465	Fideuram Asset Management (Ireland) Dublin 1,	$22.2M	+$12.2M	3	0.42%	Increased
466	Concurrent Investment Advisors Tampa, Florida	$22.2M	+$1.42M	3	0.19%	Increased
467	Clifford Swan Investment Counsel Pasadena, California	$22.2M	-$174K	2	0.71%	Reduced
468	CWA Asset Management Group Naples, Florida	$22.2M	+$869K	3	0.68%	Increased
469	CWP CFM Wealth Partners Austin, Texas	$22.1M	-$727K	2	2.82%	Reduced
470	AG Ascent Group Virginia Beach, Virginia	$22M	+$140K	3	0.66%	Increased
471	First National Bank of Omaha Omaha, Nebraska	$21.9M	+$1.46M	3	0.62%	Increased
472	First National Trust Hermitage, Pennsylvania	$21.8M	-$10.2M	3	0.74%	Reduced
473	RCYC Richard C. Young & Co Newport, Rhode Island	$21.8M	+$219K	1	1.6%	Increased
474	Maryland State Retirement & Pension System Baltimore, Maryland	$21.7M	+$1.38M	2	0.37%	Increased
475	Artisan Partners Milwaukee, Wisconsin	$21.6M	-$160M	1	0.03%	Reduced