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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
1026
KM
Kalos Management
Georgia
$1.06M +$1.02M 2 0.79% New
1027
PG
Proffitt & Goodson
Tennessee
$1.06M -$18.7K 1 0.63% Reduced
1028
CFN
Cordasco Financial Network
Florida
$1.06M -$377K 1 0.94% Reduced
1029
BAM
Burnham Asset Management
New York
$1.06M -$12.3K 2 0.29% Reduced
1030
CIA
Capital Impact Advisors
Massachusetts
$1.06M $0 1 0.5% Maintained
1031
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$1.05M +$357K 2 0.15% Increased
1032
FRM
Fox Run Management
Connecticut
$1.05M +$1.14M 3 0.81% New
1033
NONA
Ninety One North America
New York
$1.05M $0 1 0.19% Maintained
1034
ACS
Archford Capital Strategies
Illinois
$1.04M +$362K 4 0.47% Increased
1035
CPO
Cerity Partners OCIO
New York
$1.01M -$29K 1 0.11% Reduced
1036
IPC
Independent Portfolio Consultants
Florida
$1.01M -$520K 4 0.3% Reduced
1037
FCCM
First City Capital Management
Georgia
$1.01M +$510K 4 0.68% Increased
1038
PPSG
Princeton Portfolio Strategies Group
New Jersey
$1M -$41.6K 1 0.36% Reduced
1039
IC
Investment Counsel
Michigan
$1M +$982K 1 0.89% New
1040
CK
Cohen Klingenstein
New York
$978K $0 1 0.18% Maintained
1041
SC
Stralem & Co
New York
$959K $0 1 0.1% Maintained
1042
LIM
Loudon Investment Management
New Hampshire
$956K +$922K 1 0.77% New
1043
NFG
Next Financial Group
Texas
$956K +$64.7K 10 0.36% Increased
1044
HCM
Howland Capital Management
Massachusetts
$954K +$233K 2 0.1% Increased
1045
ACM
Ashford Capital Management
Delaware
$949K -$431K 1 0.22% Reduced
1046
VWM
Valley Wealth Managers
New Jersey
$947K +$13.1K 1 0.17% Increased
1047
Coldstream Capital Management
Coldstream Capital Management
Washington
$945K +$719K 3 0.21% Increased
1048
BAS
Brown Advisory Securities
Maryland
$943K +$80K 3 0.32% Increased
1049
GIM
Grassi Investment Management
California
$940K -$10.9K 1 0.19% Reduced
1050
UMB Bank
UMB Bank
Missouri
$935K -$4.99K 1 0.04% Reduced