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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
1301
COI
Connable Office Inc
Michigan
$253K +$234K 1 0.07% New
1302
ID
Integral Derivatives
New York
$252K -$423K 1 0% Reduced
1303
CIA
Capital Impact Advisors
Massachusetts
$250K +$202K 1 0.12% Increased
1304
RA
Rational Advisors
New York
$249K +$237K 1 0.05% New
1305
OCM
Oakwood Capital Management
California
$248K +$239K 1 0.07% New
1306
TMC
Trellus Management Company
Florida
$244K -$494K 1 0.36% Reduced
1307
WSCM
Wellington Shields Capital Management
New York
$244K $0 1 0.04% Maintained
1308
DHFB
Dixon Hubard Feinour & Brown
Virginia
$243K $0 1 0.08% Maintained
1309
GP
Girard Partners
Pennsylvania
$243K -$20.6K 1 0.15% Reduced
1310
PTC
Private Trust Company
Ohio
$239K -$188K 1 0.08% Reduced
1311
YMRC
Yorktown Management & Research Company
Virginia
$238K $0 1 0.05% Maintained
1312
AP
Appleton Partners
Massachusetts
$233K +$220K 1 0.05% New
1313
EP
Edgestream Partners
New Jersey
$233K -$27.7K 1 0.53% Reduced
1314
SSWM
Sheets Smith Wealth Management
North Carolina
$233K +$202K 1 0.06% New
1315
AWM
Affinity Wealth Management
Delaware
$232K +$225K 1 0.19% New
1316
CL
CPWM LLC
Washington
$231K -$1.16M 1 0.07% Reduced
1317
CFMC
Curbstone Financial Management Corp
New Hampshire
$228K +$218K 1 0.18% New
1318
BA
Birinyi Associates
Connecticut
$227K +$217K 1 0.1% New
1319
DAC
Dividend Assets Capital
South Carolina
$227K +$214K 1 0.01% New
1320
GP
GLG Partners
United Kingdom
$227K +$214K 1 0.01% New
1321
UBWV
United Bank (West Virginia)
West Virginia
$227K $0 1 0.08% Maintained
1322
GGPS
Gary Goldberg Planning Services
New York
$225K +$18.3K 2 0.09% Increased
1323
PCM
Perkins Capital Management
Minnesota
$223K -$28.6K 1 0.19% Reduced
1324
VCAM
Van Cleef Asset Management
Ohio
$223K $0 1 0.08% Maintained
1325
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$221K +$212K 1 0.11% New