← 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 2,427
Funds Holding Change -28
Funds Holding Growth -1%
Value $174B
Holding in Top 10 101
Top 10 Change -6
Top 10 Growth -6%
Value Growth -2%
New 139
Increased 1,103
Reduced 870
Closed 114
Capital Inflow $9.11B
Capital Outflow $5.93B
Net Capital Flow +$3.18B
Capital Flow Change +$782M
Calls $1.25B
Puts $1.2B
Net Calls +$51.6M
Put/Call Ratio 0.96