← All themes Sin Stocks

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

New
Increased
Maintained
Reduced
Closed
Funds Holding 1,949
Funds Holding Change +19
Funds Holding Growth +1%
Value $138B
Holding in Top 10 62
Top 10 Change +4
Top 10 Growth +7%
Value Growth +3%
New 132
Increased 760
Reduced 844
Closed 94
Capital Inflow $4.99B
Capital Outflow $5.4B
Net Capital Flow -$410M
Capital Flow Change +$313M
Calls $1.08B
Puts $1.01B
Net Calls +$64.5M
Put/Call Ratio 0.94