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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
MCA
Morris Capital Advisors
Pennsylvania
$458K +$428K 1 0.31% New
1227
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$457K -$670K 1 0.32% Reduced
1228
WI
WBI Investments
New Jersey
$456K -$11.3M 1 0.02% Reduced
1229
TCOV
Trust Company of Vermont
Vermont
$455K -$4K 3 0.06% Reduced
1230
OIM
Orca Investment Management
Oregon
$451K -$13.5K 1 0.51% Reduced
1231
Diversified Trust
Diversified Trust
Tennessee
$447K -$277K 1 0.05% Reduced
1232
IR
Invictus RG
Bermuda
$446K +$132K 2 0.54% Increased
1233
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$444K +$40.7K 7 0.08% Increased
1234
MIM
Marco Investment Management
Georgia
$439K $0 1 0.06% Maintained
1235
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$438K +$391K 1 0.17% New
1236
CCA
Cobblestone Capital Advisors
New York
$435K $0 1 0.06% Maintained
1237
Alpha Cubed Investments
Alpha Cubed Investments
California
$430K +$111K 1 0.13% Increased
1238
Savant Capital
Savant Capital
Illinois
$430K -$6.94K 1 0.13% Reduced
1239
RC
Reik & Co
New York
$428K $0 1 0.15% Maintained
1240
AAP
Ardsley Advisory Partners
Connecticut
$427K +$399K 1 0.07% New
1241
FWM
Frontier Wealth Management
Missouri
$423K $0 1 0.04% Maintained
1242
Wealthfront
Wealthfront
California
$423K -$358K 1 0.01% Reduced
1243
BIAS
Beacon Investment Advisory Services
New Jersey
$421K -$2.26K 1 0.09% Reduced
1244
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$421K $0 1 0.13% Maintained
1245
RWA
Ropes Wealth Advisors
Massachusetts
$419K -$1K 1 0.19% Reduced
1246
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$417K -$16.5K 1 0.22% Reduced
1247
GCA
Gideon Capital Advisors
New York
$414K -$54.6K 2 0.52% Reduced
1248
SAM
Strategy Asset Managers
California
$413K $0 1 0.09% Maintained
1249
UR
USCA RIA
Texas
$413K +$982 1 0.07% Increased
1250
GIA
Granite Investment Advisors
New Hampshire
$412K -$86.7K 1 0.08% Reduced