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Longevity & Aging Population

Populations across most developed markets are ageing, which steadily raises demand for care, mobility, and treatment of age related disease. It is one of the few themes whose demand is already fixed by demographics.

60 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	CAM Capstone Asset Management Houston, Texas	$17M	+$1M	15	0.49%	Increased
402	Hudson Bay Capital Management Stamford, Connecticut	$16.7M	+$16.1M	1	0.39%	New
403	Andra AP-fonden Goteborg, Sweden	$16.7M	-$7.73M	4	0.39%	Reduced
404	GCA GSI Capital Advisors Newport Beach, California	$16.4M	+$1.35M	2	13.54%	Increased
405	GJCM Grand Jean Capital Management San Francisco, California	$16.4M	+$3.69M	1	6.21%	Increased
406	SGH Sivik Global Healthcare Greenwich, Connecticut	$16M	+$2.87M	4	6.49%	Increased
407	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$16M	+$96.3K	6	0.5%	Increased
408	Zurich Cantonal Bank Zurich, Switzerland	$15.9M	+$3.04M	11	0.49%	Increased
409	CIBC Private Wealth Group Atlanta, Georgia	$15.9M	-$22.4K	5	0.12%	Reduced
410	Obermeyer Wealth Partners Aspen, Colorado	$15.8M	+$1.8M	2	1.43%	Increased
411	SCM Suffolk Capital Management New York	$15.8M	+$11.8M	2	1.93%	Increased
412	ACM American Capital Management New York	$15.7M	+$971K	2	1.7%	Increased
413	TCOT Trust Company of Toledo Holland, Ohio	$15.7M	+$3.64M	3	4.75%	Increased
414	Hancock Whitney Gulfport, Mississippi	$15.6M	-$1.48M	2	0.59%	Reduced
415	VVP Vulcan Value Partners Birmingham, Alabama	$15.5M	-$1.65M	1	0.18%	Reduced
416	CCP Clough Capital Partners Boston, Massachusetts	$15.5M	-$16.9M	1	0.56%	Reduced
417	LCM Lomas Capital Management New York	$15.4M	+$14.2M	1	2.71%	New
418	NAM Netols Asset Management Mequon, Wisconsin	$15.1M	-$1.49M	2	2.92%	Reduced
419	PCMF Private Capital Management (Florida) Naples, Florida	$15.1M	-$276K	1	1.66%	Reduced
420	CIM Contravisory Investment Management Norwell, Massachusetts	$15.1M	-$315K	1	3.05%	Reduced
421	CIM Corda Investment Management Houston, Texas	$15M	-$266K	1	2.83%	Reduced
422	CC Clearline Capital New York	$15M	$0	1	2.32%	Maintained
423	Conestoga Capital Advisors Wayne, Pennsylvania	$15M	-$143K	1	1.04%	Reduced
424	BREA Barings Real Estate Advisers Hartford, Connecticut	$14.8M	+$4.24M	4	7.38%	Increased
425	GCP GSA Capital Partners London, United Kingdom	$14.8M	-$473K	15	1.03%	Reduced