← 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 2,210
Funds Holding Change -13
Funds Holding Growth -0.6%
Value $177B
Holding in Top 10 81
Top 10 Change -2
Top 10 Growth -2%
Value Growth +4%
New 134
Increased 921
Reduced 875
Closed 123
Capital Inflow $6.33B
Capital Outflow $6.62B
Net Capital Flow -$290M
Capital Flow Change -$2.27B
Calls $1.38B
Puts $1.35B
Net Calls +$35.7M
Put/Call Ratio 0.97