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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
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$287K $0 1 0.06% Maintained
1302
MBT
Monroe Bank & Trust
Michigan
$284K -$139K 1 0.1% Reduced
1303
RCM
Rotella Capital Management
Washington
$284K +$263K 2 0.24% New
1304
SFT
Simmons First Trust
Arkansas
$282K $0 1 0.07% Maintained
1305
SRSA
S.R. Schill & Associates
Washington
$280K $0 1 0.19% Maintained
1306
MLM
Mount Lucas Management
Pennsylvania
$278K +$14.4K 1 0.04% Increased
1307
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$278K $0 1 0.12% Maintained
1308
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$277K -$3.56M 1 0.14% Reduced
1309
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$275K -$23.6K 1 0.2% Reduced
1310
CMBA
C.M. Bidwell & Associates
Hawaii
$274K -$364K 2 0.06% Reduced
1311
WOC
West Oak Capital
California
$270K -$7.49K 2 0.2% Reduced
1312
ACI
Advance Capital I
Michigan
$268K +$273K 1 0.17% New
1313
RCAG
Rehmann Capital Advisory Group
Michigan
$267K $0 1 0.06% Maintained
1314
CCG
Chatham Capital Group
Georgia
$266K $0 1 0.08% Maintained
1315
LJHT
Laurie J. Hall Trustee
$264K -$35.3K 1 0.19% Reduced
1316
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$261K -$3.78K 1 0.06% Reduced
1317
BCCM
Blue Clay Capital Management
Minnesota
$260K -$191K 1 0.14% Reduced
1318
Annex Advisory Services
Annex Advisory Services
Wisconsin
$259K +$230K 1 0.08% New
1319
Atria Investments
Atria Investments
North Carolina
$259K -$147K 1 0.03% Reduced
1320
IIC
Ironwood Investment Counsel
Arizona
$255K +$98.4K 1 0.13% Increased
1321
OCM
Oakwood Capital Management
California
$253K $0 1 0.07% Maintained
1322
DHFB
Dixon Hubard Feinour & Brown
Virginia
$252K $0 1 0.07% Maintained
1323
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$251K +$43.8K 5 0.05% Increased
1324
VCAM
Van Cleef Asset Management
Ohio
$249K -$8.66K 1 0.09% Reduced
1325
VHAM
Van Hulzen Asset Management
California
$249K -$293K 1 0.15% Reduced