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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
BCMO
Buckingham Capital Management (Ohio)
Ohio
$657K $0 2 0.17% Maintained
1202
FAT
First American Trust
California
$656K $0 1 0.2% Maintained
1203
UAS
United Asset Strategies
New York
$651K +$36.9K 1 0.23% Increased
1204
HHMI
Howard Hughes Medical Institute
Maryland
$648K -$109K 1 0.17% Reduced
1205
HIP
Hatteras Investment Partners
North Carolina
$647K -$149K 2 2.22% Reduced
1206
EIM
Essex Investment Management
Massachusetts
$646K +$632K 1 0.1% New
1207
KS
Karpas Strategies
Connecticut
$645K $0 1 0.32% Maintained
1208
AA
Apriem Advisors
California
$644K -$321K 3 0.19% Reduced
1209
SCM
Southport Capital Management
Tennessee
$641K -$148K 2 0.45% Reduced
1210
PA
Probity Advisors
Texas
$639K -$5.07K 1 0.28% Reduced
1211
WA
WealthTrust Axiom
Pennsylvania
$638K $0 1 0.24% Maintained
1212
FBC
Fairfield, Bush & Co
Connecticut
$637K $0 1 0.21% Maintained
1213
SCM
SOL Capital Management
Maryland
$637K $0 1 0.21% Maintained
1214
SEM
Suncoast Equity Management
Florida
$632K -$290K 2 0.19% Reduced
1215
NB
NBT Bank
New York
$630K -$12.8K 1 0.11% Reduced
1216
BB
Bell Bank
North Dakota
$627K +$21.8K 2 0.4% Increased
1217
SCM
Stonebridge Capital Management
California
$625K $0 1 0.27% Maintained
1218
Synovus Financial
Synovus Financial
Georgia
$618K +$68.7K 6 0.01% Increased
1219
IH
IFC Holdings
Florida
$617K -$27.1K 2 0.07% Reduced
1220
KB
Kimelman & Baird
New York
$616K $0 2 0.11% Maintained
1221
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$616K +$4.67K 11 0.33% Increased
1222
FPFS
First Personal Financial Services
North Carolina
$609K +$9.38K 2 0.01% Increased
1223
CT
Cambridge Trust
Massachusetts
$608K +$249K 2 0.04% Increased
1224
Meag Munich Ergo
Meag Munich Ergo
Germany
$598K $0 1 0.03% Maintained
1225
WC
Whitnell & Co
Illinois
$598K +$105 2 0.2% Increased