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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
1226
BTNA
Bremer Trust National Association
Minnesota
$224K -$23.7K 1 0.08% Reduced
1227
SouthState Corp
SouthState Corp
Florida
$224K +$217K 1 0.04% New
1228
DHFB
Dixon Hubard Feinour & Brown
Virginia
$223K -$22.6K 1 0.07% Reduced
1229
AW
ACG Wealth
Georgia
$218K -$34.6K 1 0.04% Reduced
1230
RT
Reliance Trust
Georgia
$217K -$14.7K 1 0.24% Reduced
1231
CAW
Cornerstone Advisors (Washington)
Washington
$216K +$3.13K 4 0.2% Increased
1232
FMW
Farr Miller & Washington
District of Columbia
$216K $0 1 0.03% Maintained
1233
AW
Alpha Windward
Massachusetts
$215K -$6.42K 2 0.14% Reduced
1234
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$215K +$100K 1 0.08% Increased
1235
WSA
Wall Street Associates
California
$213K +$215K 1 0.02% New
1236
SSWM
Sheets Smith Wealth Management
North Carolina
$211K +$210K 1 0.06% New
1237
Park National Corp
Park National Corp
Ohio
$211K -$240K 1 0.01% Reduced
1238
BTCOSD
Bankers Trust Company of South Dakota
Iowa
$210K $0 1 0.14% Maintained
1239
SLG
Stanley-Laman Group
Pennsylvania
$208K +$201K 1 0.04% New
1240
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$206K +$205K 1 0.01% New
1241
NPF
Norris Perne & French
Michigan
$203K +$196K 1 0.04% New
1242
Braun Stacey Associates
Braun Stacey Associates
New York
$201K +$201K 1 0.01% New
1243
CWM
Concert Wealth Management
California
$201K -$62.1K 1 0.02% Reduced
1244
MHS
M Holdings Securities
Oregon
$201K +$194K 1 0.13% New
1245
CIS
Connors Investor Services
Pennsylvania
$200K $0 1 0.05% Maintained
1246
SFSIG
San Francisco Sentry Investment Group
California
$191K -$441K 4 0.09% Reduced
1247
PMFA
Plante Moran Financial Advisors
Michigan
$190K +$128K 5 0.17% Increased
1248
GGPS
Gary Goldberg Planning Services
New York
$188K +$35.8K 2 0.08% Increased
1249
OC
Oakworth Capital
Alabama
$188K $0 3 0.11% Maintained
1250
FANJ
Financial Architects (New Jersey)
New Jersey
$187K +$185K 5 0.09% New