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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
TCB
Texas Capital Bancshares
Texas
$432K $0 1 0.99% Maintained
1302
CCA
Cobblestone Capital Advisors
New York
$425K +$22.1K 1 0.06% Increased
1303
SIC
Shoker Investment Counsel
Ohio
$425K +$7.03K 1 0.35% Increased
1304
NBC
Neuberger Berman Canada
Ontario, Canada
$424K +$398K 1 0.11% New
1305
Jensen Investment Management
Jensen Investment Management
Oregon
$423K +$56.3K 1 0.01% Increased
1306
Ronald Blue & Co
Ronald Blue & Co
Georgia
$422K +$17.2K 1 0.02% Increased
1307
MBTD
Mechanics Bank - Trust Department
California
$420K -$16.3K 1 0.1% Reduced
1308
MCA
Morris Capital Advisors
Pennsylvania
$420K +$322 1 0.29% Increased
1309
CCB
Cutter & Co Brokerage
Missouri
$415K +$71.2K 1 0.17% Increased
1310
CCT
Chemung Canal Trust
New York
$412K -$26.5K 1 0.1% Reduced
1311
RC
Reik & Co
New York
$410K -$103K 1 0.14% Reduced
1312
IB
Intrust Bank
Kansas
$409K -$480K 1 0.16% Reduced
1313
HIC
Harvey Investment Company
Kentucky
$408K $0 1 0.09% Maintained
1314
ISB
Iowa State Bank
Iowa
$406K -$106K 1 0.21% Reduced
1315
BFC
Blue Fin Capital
Rhode Island
$405K +$38.4K 1 0.27% Increased
1316
Capstone Investment Advisors
Capstone Investment Advisors
New York
$403K -$2.37M 1 0.01% Reduced
1317
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$400K +$428K 1 0.03% New
1318
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$400K -$6.64K 1 0.12% Reduced
1319
SignatureFD
SignatureFD
Georgia
$398K +$81.6K 1 0.07% Increased
1320
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$397K -$493K 1 0.03% Reduced
1321
SBL
Sargent Bickham Lagudis
Colorado
$391K -$98.7K 4 0.06% Reduced
1322
Global Retirement Partners
Global Retirement Partners
California
$386K +$402K 4 0.26% New
1323
JSL
JT Stratford LLC
Georgia
$385K +$381K 1 0.32% New
1324
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$380K +$389K 3 0.01% New
1325
CAW
Cornerstone Advisors (Washington)
Washington
$379K -$52.9K 4 0.32% Reduced