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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
1001
AT
Arden Trust
Delaware
$578K +$546K 2 0.07% New
1002
Beck Mack & Oliver
Beck Mack & Oliver
New York
$578K $0 2 0.01% Maintained
1003
SHA
Smith Hayes Advisers
Nebraska
$575K -$20.7K 2 0.14% Reduced
1004
FAT
First American Trust
California
$567K $0 1 0.21% Maintained
1005
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$561K +$49.7K 5 0.1% Increased
1006
PIP
Palisades Investment Partners
California
$558K $0 1 0.6% Maintained
1007
FBT
First Bankers Trust
Kentucky
$551K +$311K 1 0.26% Increased
1008
AF
Arrow Financial
New York
$550K -$23.7K 1 0.16% Reduced
1009
CC
Courier Capital
New York
$549K -$212K 1 0.11% Reduced
1010
DA
Dunvegan Associates
California
$549K +$22.6K 2 0.46% Increased
1011
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$547K $0 1 0.02% Maintained
1012
MCC
Mid Continent Capital
Illinois
$545K +$548K 1 0.03% New
1013
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$543K -$88.3K 6 0.35% Reduced
1014
NB
NBT Bank
New York
$542K -$16.1K 1 0.08% Reduced
1015
IAM
Integre Asset Management
New York
$541K +$8.02K 1 0.12% Increased
1016
BUB
BBVA USA Bancshares
Texas
$539K -$11.1K 2 0.02% Reduced
1017
First Horizon Advisors
First Horizon Advisors
Tennessee
$539K -$22.5K 7 0.08% Reduced
1018
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$536K $0 1 0.26% Maintained
1019
GIS
Guardian Investor Services
New York
$531K -$17.9K 4 0.41% Reduced
1020
EFS
Essex Financial Services
Connecticut
$528K +$214K 2 0.17% Increased
1021
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$527K -$213K 1 0.01% Reduced
1022
Evercore Wealth Management
Evercore Wealth Management
New York
$524K +$128K 2 0.03% Increased
1023
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$524K -$3.13K 1 0.29% Reduced
1024
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$522K -$22.2K 2 0.12% Reduced
1025
Jensen Investment Management
Jensen Investment Management
Oregon
$521K -$7.65K 1 0.01% Reduced