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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
1126
Montag & Associates
Montag & Associates
Georgia
$303K -$417K 1 0.05% Reduced
1127
CNBT
Canandaigua National Bank & Trust
New York
$301K -$30K 1 0.1% Reduced
1128
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$301K $0 1 0.02% Maintained
1129
PC
Passport Capital
California
$299K +$300K 1 0.01% New
1130
FA
Fagan Associates
New York
$298K +$283K 1 0.26% New
1131
TFF
Timothy F. Fidgeon
$295K $0 1 0.14% Maintained
1132
CBU
CIBC Bank USA
Illinois
$288K -$294K 1 0.06% Reduced
1133
GCIA
Gabelli & Co Investment Advisers
New York
$288K $0 2 0.08% Maintained
1134
AFG
Albion Financial Group
Utah
$287K +$12.3K 1 0.05% Increased
1135
Eagle Global Advisors
Eagle Global Advisors
Texas
$286K +$309K 1 0.01% New
1136
IHL
Investment House LLC
California
$286K $0 1 0.05% Maintained
1137
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$285K $0 1 0% Maintained
1138
CFA
Carroll Financial Associates
North Carolina
$285K +$45.3K 5 0.09% Increased
1139
GVT
Genesee Valley Trust
New York
$285K +$24.3K 1 0.18% Increased
1140
WHI
William Harris Investors
Illinois
$284K +$1.67K 1 0.08% Increased
1141
DCM
Dean Capital Management
Kansas
$283K +$161K 2 3.4% Increased
1142
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$281K -$37.4K 1 0.03% Reduced
1143
MIP
Marietta Investment Partners
Wisconsin
$277K $0 1 0.11% Maintained
1144
AP
Advisor Partners
California
$274K +$8.85K 1 0.15% Increased
1145
BKBG
BHF Kleinwort Benson Group
Belgium
$274K +$36K 3 0.01% Increased
1146
CL
CSS LLC
Illinois
$274K +$263K 1 0.01% New
1147
PWP
Private Wealth Partners
California
$273K -$76K 1 0.06% Reduced
1148
CWM
Concert Wealth Management
California
$272K +$267K 1 0.03% New
1149
NES
New England Securities
New York
$272K +$74.5K 7 0.1% Increased
1150
SGAM
Steinberg Global Asset Management
Florida
$272K $0 1 0.07% Maintained