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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
601
WP
Waycross Partners
Kentucky
$11M +$12M 1 2.39% Increased
602
Scout Investments
Scout Investments
Missouri
$11M -$339K 2 0.22% Reduced
603
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$11M -$1.02M 1 0.24% Reduced
604
FC
FACT Capital
New York
$10.9M +$10.1M 1 5.08% New
605
CM
Cercano Management
Washington
$10.9M $0 2 0.38% Maintained
606
TCW Group
TCW Group
California
$10.9M +$789K 2 0.12% Increased
607
PCM
Penn Capital Management
Pennsylvania
$10.9M -$290K 4 1.06% Reduced
608
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$10.8M +$393K 6 0.34% Increased
609
Simplicity Solutions
Simplicity Solutions
Minnesota
$10.8M +$96.4K 6 0.3% Increased
610
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$10.8M -$543K 11 0.41% Reduced
611
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.7M +$2.34M 3 0.16% Increased
612
DJSG
D.J. St. Germain
Massachusetts
$10.7M +$9.95M 4 0.56% New
613
NIG
NFJ Investment Group
Texas
$10.4M +$2.93M 2 0.28% Increased
614
RHJA
Rice Hall James & Associates
California
$10.4M -$5.33M 4 0.59% Reduced
615
Allstate Corporation
Allstate Corporation
Illinois
$10.3M +$3.24M 5 0.66% Increased
616
TC
TownSquare Capital
Utah
$10.2M +$1.07M 6 0.19% Increased
617
MPM
Mountaineer Partners Management
New York
$10.1M -$107K 1 5.59% Reduced
618
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$10.1M +$4.51M 7 0.24% Increased
619
Inspire Investing
Inspire Investing
Idaho
$10.1M +$93.3K 11 1.22% Increased
620
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$9.96M +$51.9K 1 0.74% Increased
621
Jefferies Financial Group
Jefferies Financial Group
New York
$9.89M +$328K 9 0.09% Increased
622
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$9.82M -$209K 3 0.36% Reduced
623
Pathstone Family Office
Pathstone Family Office
New Jersey
$9.8M +$353K 8 0.14% Increased
624
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$9.74M +$9.34M 1 0.41% New
625
Atria Wealth Solutions
Atria Wealth Solutions
New York
$9.73M +$1.12M 11 0.13% Increased