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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
951
CCM
Crossvault Capital Management
Texas
$990K -$15.7K 1 0.92% Reduced
952
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$986K $0 3 0.14% Maintained
953
TFA
Transamerica Financial Advisors
Florida
$986K +$125K 8 0.09% Increased
954
WGCA
Wolf Group Capital Advisors
Virginia
$986K -$14.6K 2 0.72% Reduced
955
Busey Bank
Busey Bank
Illinois
$967K -$41.2K 2 0.14% Reduced
956
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$964K -$3.4M 9 0.02% Reduced
957
EIM
Essex Investment Management
Massachusetts
$959K +$957K 1 0.14% New
958
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$952K +$51.9K 1 0.1% Increased
959
BO
BRR OpCo
Ohio
$948K +$629 1 0.4% Increased
960
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$933K -$208K 1 0.04% Reduced
961
CANC
Culbertson A N & Co
Virginia
$922K -$8.49K 1 0.4% Reduced
962
ICAS
Investors Capital Advisory Services
Massachusetts
$916K -$213K 1 0.15% Reduced
963
WDA
Wendell David Associates
New Hampshire
$894K $0 2 0.19% Maintained
964
BCM
Bares Capital Management
Texas
$888K $0 1 0.07% Maintained
965
UMB Bank
UMB Bank
Missouri
$886K -$40.2K 1 0.04% Reduced
966
NRS
Neville Rodie & Shaw
New York
$877K -$70.1K 2 0.09% Reduced
967
RIM
Regent Investment Management
Kentucky
$872K +$342K 2 0.43% Increased
968
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$865K +$67.7K 1 0.03% Increased
969
PI
Pettee Investors
Connecticut
$852K $0 1 0.77% Maintained
970
PIA
Phoenix Investment Adviser
New York
$848K +$233K 1 0.57% Increased
971
MIC
MU Investments Company
Japan
$838K -$71.1K 3 0.38% Reduced
972
New York Life Investment Management
New York Life Investment Management
New York
$834K +$466K 2 0.14% Increased
973
BWP
Baldwin Wealth Partners
Massachusetts
$829K $0 1 0.12% Maintained
974
KFA
Kelleher Financial Advisors
New York
$829K $0 1 0.43% Maintained
975
FCI
Financial Counselors Inc
Kansas
$826K -$314K 2 0.06% Reduced