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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
BWAM
Boyd Watterson Asset Management
Ohio
$670K +$109K 1 0.34% Increased
1202
NL
NWAM LLC
Washington
$670K +$8.5K 1 0.2% Increased
1203
TCOV
Trust Company of Vermont
Vermont
$670K +$31.9K 5 0.07% Increased
1204
UR
USCA RIA
Texas
$667K -$70.7K 1 0.1% Reduced
1205
PWSG
Pacific Wealth Strategies Group
California
$656K +$166K 1 0.57% Increased
1206
MHIC
Marble Harbor Investment Counsel
Massachusetts
$654K $0 1 0.14% Maintained
1207
CC
Courier Capital
New York
$652K $0 1 0.11% Maintained
1208
GIM
Greylin Investment Management
Virginia
$644K -$5.89K 1 0.15% Reduced
1209
LF
Lee Financial
Texas
$638K -$9.16K 1 0.25% Reduced
1210
DBT
Dubuque Bank & Trust
Iowa
$636K +$244K 4 0.14% Increased
1211
Quadrature Capital
Quadrature Capital
United Kingdom
$628K -$4.47M 2 0.05% Reduced
1212
PP
PDT Partners
New York
$627K -$951K 1 0.03% Reduced
1213
BHWM
Bar Harbor Wealth Management
New Hampshire
$624K -$437K 2 0.07% Reduced
1214
Caxton Associates (New York)
Caxton Associates (New York)
New York
$624K +$585K 2 0% New
1215
Scotia Capital
Scotia Capital
Ontario, Canada
$621K +$41.4K 2 0.01% Increased
1216
FAT
First American Trust
California
$616K -$907 1 0.19% Reduced
1217
Global Retirement Partners
Global Retirement Partners
California
$611K +$172K 4 0.34% Increased
1218
KS
Karpas Strategies
Connecticut
$606K $0 1 0.28% Maintained
1219
PAM
Princeton Alpha Management
New Jersey
$605K +$142K 1 0.2% Increased
1220
RIM
Ranger Investment Management
Texas
$602K -$2.57M 1 0.04% Reduced
1221
CS
Comerica Securities
Michigan
$600K -$56.1K 2 0.09% Reduced
1222
WEC
Winslow Evans & Crocker
Massachusetts
$598K -$71.2K 5 0.19% Reduced
1223
FBC
Fairfield, Bush & Co
Connecticut
$598K $0 1 0.19% Maintained
1224
NB
NBT Bank
New York
$597K -$12.9K 1 0.1% Reduced
1225
Parallel Advisors
Parallel Advisors
California
$597K +$30K 12 0.12% Increased