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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
1176
MHIC
Marble Harbor Investment Counsel
Massachusetts
$484K $0 1 0.13% Maintained
1177
RQS
Ramsey Quantitative Systems
Kentucky
$484K +$484K 1 0.57% New
1178
NB
NBT Bank
New York
$483K -$802 1 0.09% Reduced
1179
CI
Capital Innovations
Wisconsin
$482K +$564K 1 0.55% New
1180
FCCM
First City Capital Management
Georgia
$481K +$55.9K 4 0.35% Increased
1181
ANRIA
American National Registered Investment Advisor
Texas
$479K $0 1 0.25% Maintained
1182
FWM
Focused Wealth Management
New York
$473K +$15.1K 3 0.3% Increased
1183
RIA
Regal Investment Advisors
Michigan
$473K +$47.4K 5 0.12% Increased
1184
KS
Karpas Strategies
Connecticut
$466K $0 1 0.26% Maintained
1185
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$465K -$10.3K 1 0.03% Reduced
1186
RCM
Reynolds Capital Management
Nevada
$465K -$442K 1 0.58% Reduced
1187
DWM
Dorchester Wealth Management
Quebec, Canada
$464K +$52.7K 1 0.17% Increased
1188
PIM
Parasol Investment Management
Illinois
$464K -$254K 3 0.42% Reduced
1189
AP
Appleton Partners
Massachusetts
$462K -$77.6K 1 0.11% Reduced
1190
Brookstone Capital Management
Brookstone Capital Management
Illinois
$458K +$15.2K 4 0.08% Increased
1191
IMAS
ID Management A/S
Denmark
$458K +$509K 3 0.2% New
1192
SCM
Stonebridge Capital Management
California
$457K $0 1 0.21% Maintained
1193
AIS
American Investment Services
Massachusetts
$453K +$65.9K 1 0.25% Increased
1194
GC
Garde Capital
Washington
$451K +$65.6K 1 0.14% Increased
1195
DA
Dunvegan Associates
California
$450K -$201K 2 0.51% Reduced
1196
LOAMU
Lombard Odier Asset Management (USA)
New York
$448K +$92.4K 1 0.04% Increased
1197
MBTD
Mechanics Bank - Trust Department
California
$447K -$31.5K 1 0.18% Reduced
1198
FAT
First American Trust
California
$446K +$490K 1 0.17% New
1199
WhitTier Trust Company
WhitTier Trust Company
Nevada
$445K -$1.27M 3 0.05% Reduced
1200
FPFS
First Personal Financial Services
North Carolina
$444K $0 2 0.01% Maintained