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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
1051
IFS
Ifrah Financial Services
Arkansas
$914K -$8.13K 1 0.37% Reduced
1052
KFA
Kelleher Financial Advisors
New York
$912K -$69K 1 0.6% Reduced
1053
CO
Caldwell & Orkin
Georgia
$911K +$1.01M 1 0.58% New
1054
TCM
Texan Capital Management
Texas
$910K +$544K 2 0.4% Increased
1055
TNB
Thomasville National Bank
Georgia
$902K +$1.06M 1 0.33% New
1056
BKBG
BHF Kleinwort Benson Group
Belgium
$897K -$8.72M 2 0.04% Reduced
1057
CK
Cohen Klingenstein
New York
$895K $0 1 0.18% Maintained
1058
Oberweis Asset Management
Oberweis Asset Management
Illinois
$891K $0 2 0.26% Maintained
1059
AP
Advisor Partners
California
$890K +$269K 3 0.37% Increased
1060
QI
Quotient Investors
New York
$888K -$625K 2 0.2% Reduced
1061
SAM
Sawgrass Asset Management
Florida
$884K +$840K 2 0.04% New
1062
WCBA
Weaver C. Barksdale & Associates
Tennessee
$883K +$421 1 0.71% Increased
1063
NFG
Next Financial Group
Texas
$882K +$146K 10 0.32% Increased
1064
SC
Stralem & Co
New York
$878K $0 1 0.07% Maintained
1065
Group One Trading
Group One Trading
Illinois
$877K +$498K 5 0.01% Increased
1066
Diversified Trust
Diversified Trust
Tennessee
$872K +$285K 1 0.09% Increased
1067
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$865K -$139K 9 0.12% Reduced
1068
UMB Bank
UMB Bank
Missouri
$861K -$52.4K 1 0.05% Reduced
1069
AAM
Augustine Asset Management
Florida
$859K $0 1 0.66% Maintained
1070
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$851K $0 1 0.45% Maintained
1071
BAS
Brown Advisory Securities
Maryland
$843K +$2K 2 0.3% Increased
1072
PIA
Phoenix Investment Adviser
New York
$833K +$381K 1 0.84% Increased
1073
CSC
Cove Street Capital
California
$830K +$360K 1 0.11% Increased
1074
Brandes Investment Partners
Brandes Investment Partners
California
$827K +$283K 1 0.01% Increased
1075
JWBC
J.W. Burns & Co
New York
$825K $0 1 0.28% Maintained