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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
1101
CTA
Colonial Trust Advisors
South Carolina
$362K -$8.91K 1 0.11% Reduced
1102
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$361K -$21K 1 0.13% Reduced
1103
HM Payson & Co
HM Payson & Co
Maine
$359K -$9.49K 1 0.02% Reduced
1104
UR
USCA RIA
Texas
$357K +$669 1 0.13% Increased
1105
WEC
Winslow Evans & Crocker
Massachusetts
$357K $0 4 0.12% Maintained
1106
BC
Banced Corp
Illinois
$356K -$55.9K 1 0.37% Reduced
1107
OIA
Optimum Investment Advisors
Illinois
$355K -$8.86K 2 0.13% Reduced
1108
TF
Tompkins Financial
New York
$355K +$186K 3 0.09% Increased
1109
MNBTD
Moody National Bank Trust Division
Texas
$353K $0 1 0.02% Maintained
1110
FNB
First Niagara Bank
New York
$340K -$88.9K 1 0.07% Reduced
1111
SGH
Schonfeld Group Holdings
New York
$339K +$93.6K 1 0.08% Increased
1112
AGM
Alpine Global Management
New York
$338K +$312K 1 0.29% New
1113
Capital International Sarl
Capital International Sarl
California
$338K $0 1 0.02% Maintained
1114
Meag Munich Ergo
Meag Munich Ergo
Germany
$337K -$7.69M 1 0.02% Reduced
1115
KCM
Kanawha Capital Management
Virginia
$335K $0 1 0.06% Maintained
1116
PIM
Penobscot Investment Management
Massachusetts
$333K $0 1 0.12% Maintained
1117
CCA
Covey Capital Advisors
Georgia
$331K -$465K 0 – Closed
1118
New York Life Investment Management
New York Life Investment Management
New York
$327K +$302K 1 0.07% New
1119
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$324K -$7.1K 4 0.05% Reduced
1120
BFC
Blue Fin Capital
Rhode Island
$319K +$9.43K 1 0.28% Increased
1121
LCP
Legacy Capital Partners
Wisconsin
$316K $0 1 0.22% Maintained
1122
MC
Moors & Cabot
Massachusetts
$311K +$312K 1 0.08% New
1123
FFBTD
First Financial Bank - Trust Division
Ohio
$309K -$3.78K 1 0.06% Reduced
1124
1SB
1ST Source Bank
Indiana
$305K -$3.78K 1 0.04% Reduced
1125
SC
Schulhoff & Co
Ohio
$304K +$8.02K 1 0.21% Increased