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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
BCB
Brian C. Broderick
$627K $0 1 0.23% Maintained
1252
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$627K -$36.2K 1 0.36% Reduced
1253
IB
Intrust Bank
Kansas
$621K +$209K 2 0.17% Increased
1254
PAWC
P.A.W. Capital
Connecticut
$620K -$143K 1 0.63% Reduced
1255
FWCM
First Western Capital Management
California
$619K +$104K 1 2.8% Increased
1256
EFS
Essex Financial Services
Connecticut
$617K $0 2 0.15% Maintained
1257
KM
Kalos Management
Georgia
$617K -$144K 1 0.28% Reduced
1258
South Texas Money Management
South Texas Money Management
Texas
$617K $0 1 0.03% Maintained
1259
JA
JOYN Advisors
Georgia
$615K +$430K 13 0.13% Increased
1260
AT
Arden Trust
Delaware
$614K -$371K 2 0.1% Reduced
1261
WPA
West Paces Advisors
Georgia
$607K -$87.2K 4 0.45% Reduced
1262
GIM
Grassi Investment Management
California
$603K -$20K 1 0.1% Reduced
1263
VCM
Vigilant Capital Management
Maine
$603K +$2.64K 3 0.09% Increased
1264
WPC
White Pine Capital
Minnesota
$603K -$5.55K 2 0.22% Reduced
1265
Evercore Wealth Management
Evercore Wealth Management
New York
$600K +$150K 2 0.02% Increased
1266
Savant Capital
Savant Capital
Illinois
$598K +$8.79K 1 0.13% Increased
1267
MHIC
Marble Harbor Investment Counsel
Massachusetts
$596K $0 1 0.11% Maintained
1268
MIM
Marco Investment Management
Georgia
$595K $0 1 0.09% Maintained
1269
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$595K -$251K 6 0.11% Reduced
1270
CC
Courier Capital
New York
$591K $0 1 0.08% Maintained
1271
GPCM
Granite Point Capital Management
Massachusetts
$587K -$254K 1 0.05% Reduced
1272
FDS
First Dallas Securities
Texas
$585K +$603K 1 0.37% New
1273
GIM
Greylin Investment Management
Virginia
$585K -$10.1K 1 0.13% Reduced
1274
CB
CNB Bank
Pennsylvania
$581K -$8.93K 1 0.34% Reduced
1275
CL
CPWM LLC
Washington
$579K -$2.06K 1 0.09% Reduced