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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
526	CWM Cedar Wealth Management Walnut Creek, California	$16.8M	-$1.71M	2	4.31%	Reduced
527	TA Tectonic Advisors Frisco, Texas	$16.8M	+$577K	1	0.81%	Increased
528	Vinva Investment Management Sydney, Australia	$16.7M	-$4.3M	2	0.11%	Reduced
529	LBC Lowe Brockenbrough & Co Richmond, Virginia	$16.7M	-$142K	3	0.74%	Reduced
530	Artemis Investment Management Edinburgh, United Kingdom	$16.5M	+$591K	1	0.15%	Increased
531	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$16.4M	+$2.65M	2	0.74%	Increased
532	TIS Titan Investment Solutions London,	$16.3M	+$451K	1	1.83%	Increased
533	FHC First Horizon Corporation Memphis, Tennessee	$16.3M	+$254K	4	0.63%	Increased
534	OLA Oliver Luxxe Assets Gladstone, New Jersey	$16.3M	+$2.04M	2	2.4%	Increased
535	HR Howe & Rusling Rochester, New York	$16.2M	-$5.75M	2	0.94%	Reduced
536	Freestone Capital Holdings Seattle, Washington	$16.1M	+$409K	3	0.42%	Increased
537	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$16.1M	-$5.71M	1	0.05%	Reduced
538	CCG Cypress Capital Group Palm Beach, Florida	$16M	+$168K	2	1.49%	Increased
539	Pinnacle Associates New York	$16M	+$911K	2	0.17%	Increased
540	Gateway Investment Advisers Cincinnati, Ohio	$16M	-$455K	3	0.16%	Reduced
541	CWG Cornerstone Wealth Group Huntersville, North Carolina	$15.9M	-$2.55M	2	0.94%	Reduced
542	AlTi Global New York	$15.9M	+$434K	2	0.33%	Increased
543	IPW Inlet Private Wealth Jupiter, Florida	$15.9M	-$1.13M	2	3.86%	Reduced
544	TTWM TCV Trust & Wealth Management Richmond, Virginia	$15.8M	-$193K	2	1.2%	Reduced
545	MUFG Securities EMEA London, United Kingdom	$15.7M	-$12.5M	2	0.17%	Reduced
546	Boothbay Fund Management New York	$15.7M	+$10.4M	4	0.21%	Increased
547	Verition Fund Management Greenwich, Connecticut	$15.7M	+$5.86M	3	0.08%	Increased
548	VCM Violich Capital Management San Francisco, California	$15.6M	-$17.3K	1	1.7%	Reduced
549	SAM Stansberry Asset Management Westlake, Texas	$15.6M	+$681K	2	1.43%	Increased
550	Empirical Finance Havertown, Pennsylvania	$15.5M	+$1.7M	3	0.65%	Increased