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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
KLI
Kelman-Lazarov Inc
Tennessee
$599K -$2.42M 1 0.35% Reduced
1302
HIC
Holderness Investments Company
North Carolina
$598K +$28.4K 2 0.27% Increased
1303
SAM
Sectoral Asset Management
Quebec, Canada
$597K +$565K 2 0.06% New
1304
FP
Factorial Partners
New York
$597K -$166K 1 0.51% Reduced
1305
PI
Parkside Investments
Illinois
$591K +$551K 1 0.28% New
1306
KFA
Kelleher Financial Advisors
New York
$587K +$202K 2 0.76% Increased
1307
HIC
Harvey Investment Company
Kentucky
$580K $0 1 0.1% Maintained
1308
SIC
Shoker Investment Counsel
Ohio
$580K +$46.9K 1 0.42% Increased
1309
PCG
Private Capital Group
Connecticut
$578K +$2.48K 12 0.12% Increased
1310
CS
Comerica Securities
Michigan
$576K -$56.4K 2 0.07% Reduced
1311
GIM
Grassi Investment Management
California
$576K $0 1 0.09% Maintained
1312
RC
Reik & Co
New York
$573K $0 1 0.16% Maintained
1313
CNAM
Campbell Newman Asset Management
Wisconsin
$571K +$519K 1 0.08% New
1314
WEC
Winslow Evans & Crocker
Massachusetts
$568K +$120K 4 0.17% Increased
1315
ANRIA
American National Registered Investment Advisor
Texas
$567K -$869K 2 0.3% Reduced
1316
SB
Simmons Bank
Arkansas
$564K +$48.2K 1 0.06% Increased
1317
HRT Financial
HRT Financial
New York
$560K +$551K 2 0.09% New
1318
IWA
IBEX Wealth Advisors
New Jersey
$560K +$601K 1 0.2% New
1319
Walleye Capital
Walleye Capital
New York
$560K +$537K 1 0.26% New
1320
ISB
Iowa State Bank
Iowa
$559K $0 1 0.25% Maintained
1321
VRM
Vectors Research Management
New York
$558K +$576K 2 0.34% New
1322
2L
22NW LP
Washington
$557K $0 1 0.3% Maintained
1323
KB
Kimelman & Baird
New York
$556K $0 2 0.07% Maintained
1324
IFG Advisory
IFG Advisory
Georgia
$551K -$89.9K 2 0.1% Reduced
1325
1WA
180 Wealth Advisors
Washington
$550K -$13K 1 0.25% Reduced