← All themes

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
1326	YMRC Yorktown Management & Research Company Forest, Virginia	$247K	$0	1	0.04%	Maintained
1327	PTC Private Trust Company Cleveland, Ohio	$245K	-$2.85K	1	0.07%	Reduced
1328	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$242K	+$249K	10	0.1%	New
1329	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$242K	+$250K	1	0.09%	New
1330	SWM Segment Wealth Management Houston, Texas	$240K	-$9.18K	1	0.08%	Reduced
1331	AB AT Bancorp Dubuque, Iowa	$239K	$0	1	0.07%	Maintained
1332	CL CPWM LLC Seattle, Washington	$238K	$0	1	0.07%	Maintained
1333	AWM Affinity Wealth Management Wilmington, Delaware	$236K	-$5.59K	1	0.14%	Reduced
1334	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$236K	$0	1	0.16%	Maintained
1335	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$235K	-$327K	1	0.11%	Reduced
1336	BCM Bourgeon Capital Management Darien, Connecticut	$234K	+$218K	1	0.14%	New
1337	OC Oakworth Capital Birmingham, Alabama	$234K	$0	4	0.11%	Maintained
1338	TI Turner Investments Berwyn, Pennsylvania	$233K	-$2.46M	1	0.04%	Reduced
1339	DAC Dividend Assets Capital Ridgeland, South Carolina	$232K	$0	1	0.01%	Maintained
1340	SIC Shoker Investment Counsel Oxford, Ohio	$232K	+$240K	1	0.22%	New
1341	Moneta Group Investment Advisors St Louis, Missouri	$229K	-$228	1	0.1%	Reduced
1342	EAM Evanson Asset Management Carmel, California	$226K	+$2.28K	1	0.08%	Increased
1343	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$226K	-$34.8K	1	0.03%	Reduced
1344	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$225K	+$10.2K	1	0.01%	Increased
1345	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$223K	-$3.43M	1	0.04%	Reduced
1346	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$221K	$0	1	0.06%	Maintained
1347	IC InterOcean Capital Chicago, Illinois	$220K	-$6.21K	1	0.08%	Reduced
1348	SJL Shayne & Jacobs LLC Nashville, Tennessee	$220K	$0	1	0.17%	Maintained
1349	PMFA Plante Moran Financial Advisors Southfield, Michigan	$219K	-$1.21K	4	0.15%	Reduced
1350	Braun Stacey Associates New York	$217K	+$220K	1	0.01%	New