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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
EFS
Essex Financial Services
Connecticut
$632K +$77.2K 2 0.13% Increased
1252
FBC
Fairfield, Bush & Co
Connecticut
$629K $0 1 0.2% Maintained
1253
GI
GS Investments
Minnesota
$625K +$611K 1 0.47% New
1254
PWSG
Pacific Wealth Strategies Group
California
$624K -$32.5K 1 0.53% Reduced
1255
NB
NBT Bank
New York
$622K -$6.17K 1 0.1% Reduced
1256
BFG
Barber Financial Group
Kansas
$621K $0 1 0.2% Maintained
1257
SEM
Suncoast Equity Management
Florida
$617K +$116K 2 0.19% Increased
1258
FC
Forte Capital
New York
$616K +$20.5K 1 0.2% Increased
1259
LWM
Lenox Wealth Management
Ohio
$614K +$547K 2 0.25% New
1260
RGC
Roberts, Glore & Co
Illinois
$610K -$11K 1 0.41% Reduced
1261
KB
Kimelman & Baird
New York
$607K $0 2 0.09% Maintained
1262
TSS
Two Sigma Securities
New York
$606K +$11.6K 2 0.12% Increased
1263
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$605K +$11.6K 2 0.01% Increased
1264
TI
Turner Investments
Pennsylvania
$604K +$193K 2 0.4% Increased
1265
UR
USCA RIA
Texas
$602K -$66.2K 1 0.08% Reduced
1266
Clearstead Advisors
Clearstead Advisors
Ohio
$601K +$67.2K 1 0.09% Increased
1267
Pzena Investment Management
Pzena Investment Management
New York
$600K +$587K 2 0% New
1268
MSTVIM
Messner & Smith Theme Value Investment Management
California
$595K $0 1 1.04% Maintained
1269
WC
Whitnell & Co
Illinois
$595K +$98 2 0.26% Increased
1270
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$593K $0 1 0.01% Maintained
1271
SCM
Stonebridge Capital Management
California
$593K $0 1 0.23% Maintained
1272
FWCM
First Western Capital Management
California
$591K -$240K 1 0.36% Reduced
1273
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$590K -$18.5K 2 0.05% Reduced
1274
Synovus Financial
Synovus Financial
Georgia
$589K -$258K 2 0.01% Reduced
1275
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$587K +$77.3K 1 0.04% Increased