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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
1251
MCA
Morris Capital Advisors
Pennsylvania
$529K -$20K 1 0.33% Reduced
1252
TNBTD
Trustmark National Bank Trust Department
Mississippi
$524K -$557K 2 0.06% Reduced
1253
C
CFO4Life
Texas
$522K +$22.1K 2 0.45% Increased
1254
CAW
Cornerstone Advisors (Washington)
Washington
$515K +$211K 4 0.43% Increased
1255
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$513K -$1.36K 1 0.16% Reduced
1256
CCA
Cobblestone Capital Advisors
New York
$509K -$20.4K 1 0.07% Reduced
1257
GWM
Greenwich Wealth Management
Connecticut
$509K +$169K 1 0.09% Increased
1258
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$508K -$103K 4 0.01% Reduced
1259
PWW
Pettyjohn Wood & White
Virginia
$506K -$4.18M 1 0.24% Reduced
1260
SAM
Strategy Asset Managers
California
$504K $0 1 0.11% Maintained
1261
FC
Forte Capital
New York
$501K +$513K 1 0.19% New
1262
PTC
Private Trust Company
Ohio
$498K +$50.4K 1 0.12% Increased
1263
Choreo LLC
Choreo LLC
Illinois
$495K +$261K 2 0.09% Increased
1264
Twin Tree Management
Twin Tree Management
Texas
$490K +$461K 1 0.01% Increased
1265
WRM
Westport Resources Management
Connecticut
$481K -$1.31M 4 0.35% Reduced
1266
LCP
Legacy Capital Partners
Wisconsin
$479K -$19.6K 1 0.3% Reduced
1267
KCM
Kanawha Capital Management
Virginia
$477K -$5.07K 1 0.08% Reduced
1268
SIC
Shoker Investment Counsel
Ohio
$472K +$1.09K 1 0.4% Increased
1269
OIA
Optimum Investment Advisors
Illinois
$469K +$232K 2 0.18% Increased
1270
Jensen Investment Management
Jensen Investment Management
Oregon
$467K +$457K 1 0.01% New
1271
MSR
Main Street Research
Connecticut
$467K -$11.5K 2 0.09% Reduced
1272
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$466K $0 1 0.03% Maintained
1273
ISB
Iowa State Bank
Iowa
$459K +$453K 1 0.25% New
1274
PIM
Penobscot Investment Management
Massachusetts
$458K $0 1 0.16% Maintained
1275
WCM
Windward Capital Management
California
$458K +$190K 1 0.09% Increased