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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
1151
TNBTD
Trustmark National Bank Trust Department
Mississippi
$563K -$252K 2 0.08% Reduced
1152
CCC
Chelsea Counsel Company
California
$556K $0 1 0.11% Maintained
1153
CPA
Capital Planning Advisors
California
$554K +$531K 1 0.48% New
1154
New York Life Investment Management
New York Life Investment Management
New York
$554K -$101K 3 0.07% Reduced
1155
OAM
Orinda Asset Management
California
$554K -$2.46M 2 0.63% Reduced
1156
SCM
SOL Capital Management
Maryland
$553K -$6.83K 1 0.21% Reduced
1157
AB
Atlas Brown
Kentucky
$552K $0 1 0.15% Maintained
1158
SCM
Stonebridge Capital Management
California
$552K $0 1 0.21% Maintained
1159
WC
Whitnell & Co
Illinois
$550K -$30.9K 2 0.21% Reduced
1160
YP
Yellowstone Partners
Idaho
$550K +$12.4K 1 0.3% Increased
1161
Jensen Investment Management
Jensen Investment Management
Oregon
$548K -$19.5K 1 0.01% Reduced
1162
SWM
Stockman Wealth Management
Montana
$547K +$524K 1 0.47% New
1163
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$542K -$647K 1 0.27% Reduced
1164
HM Payson & Co
HM Payson & Co
Maine
$541K -$9.8K 1 0.03% Reduced
1165
QI
Quotient Investors
New York
$540K +$24K 1 0.11% Increased
1166
TCB
Texas Capital Bancshares
Texas
$537K $0 1 0.29% Maintained
1167
ANRIA
American National Registered Investment Advisor
Texas
$535K $0 1 0.25% Maintained
1168
AIS
American Investment Services
Massachusetts
$530K -$14K 1 0.29% Reduced
1169
GC
Garde Capital
Washington
$524K +$506K 1 0.16% New
1170
CAW
Cornerstone Advisors (Washington)
Washington
$523K +$270K 7 0.38% Increased
1171
RG
Renaissance Group
Kentucky
$519K +$264K 2 0.02% Increased
1172
SAM
Strategy Asset Managers
California
$517K $0 1 0.11% Maintained
1173
Boothbay Fund Management
Boothbay Fund Management
New York
$511K +$994K 3 0.4% New
1174
Aristotle Capital Management
Aristotle Capital Management
California
$510K $0 1 0.01% Maintained
1175
MCM
Manchester Capital Management
Vermont
$510K -$32.6K 4 0.06% Reduced