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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
1201
IIC
Integrated Investment Consultants
Michigan
$474K +$477K 1 0.37% New
1202
GCA
Gideon Capital Advisors
New York
$472K -$182K 1 0.34% Reduced
1203
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$470K $0 1 0.08% Maintained
1204
HW
Hedeker Wealth
Illinois
$468K +$96.1K 2 0.41% Increased
1205
FPFS
First Personal Financial Services
North Carolina
$466K $0 2 0.01% Maintained
1206
NC
NewSquare Capital
Pennsylvania
$465K +$445K 2 0.13% Increased
1207
Advisory Services Network
Advisory Services Network
Georgia
$462K +$86K 8 0.15% Increased
1208
Aristotle Capital Management
Aristotle Capital Management
California
$462K $0 1 0.01% Maintained
1209
IWMPD
Integrated Wealth Management (Palm Desert)
California
$462K +$99.6K 8 0.2% Increased
1210
London Company of Virginia
London Company of Virginia
Virginia
$461K -$28.4K 1 0% Reduced
1211
BCCM
Bridge Creek Capital Management
Massachusetts
$458K +$450K 1 0.28% New
1212
OIM
Orca Investment Management
Oregon
$457K +$16K 1 0.5% Increased
1213
HM Payson & Co
HM Payson & Co
Maine
$456K +$25.1K 1 0.02% Increased
1214
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$447K $0 2 0.01% Maintained
1215
LOAMU
Lombard Odier Asset Management (USA)
New York
$446K $0 1 0.04% Maintained
1216
TCOV
Trust Company of Vermont
Vermont
$443K +$4.19K 5 0.06% Increased
1217
ATC
Argent Trust Co
Tennessee
$441K +$2.11K 2 0.22% Increased
1218
RCM
Rotella Capital Management
Washington
$441K -$829K 1 0.39% Reduced
1219
DA
Dunvegan Associates
California
$440K -$9.99K 2 0.52% Reduced
1220
LCP
Legacy Capital Partners
Wisconsin
$440K -$7.27K 1 0.28% Reduced
1221
TF
Tompkins Financial
New York
$437K +$109K 5 0.14% Increased
1222
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$437K +$421K 2 0.08% New
1223
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$435K +$25.4K 1 0.04% Increased
1224
MIM
Marco Investment Management
Georgia
$428K $0 1 0.08% Maintained
1225
UAS
United Asset Strategies
New York
$428K -$122K 1 0.19% Reduced