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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
1326
PFBT
Parkside Financial Bank & Trust
Missouri
$275K -$4.16K 1 0.15% Reduced
1327
SSWM
Sheets Smith Wealth Management
North Carolina
$275K +$7.4K 1 0.08% Increased
1328
ATC
Argent Trust Company
Louisiana
$273K +$264K 1 0.11% New
1329
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$273K +$285K 1 0.02% New
1330
GCIA
Gabelli & Co Investment Advisers
New York
$271K +$223K 2 0.04% Increased
1331
PFSC
Peoples Financial Services Corp
Pennsylvania
$270K -$5.75K 1 0.18% Reduced
1332
ALA
Atherton Lane Advisers
California
$269K $0 1 0.01% Maintained
1333
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$268K $0 1 0.06% Maintained
1334
BHWM
Bar Harbor Wealth Management
New Hampshire
$267K -$24.8K 1 0.03% Reduced
1335
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$262K -$207K 2 0.06% Reduced
1336
AB
AT Bancorp
Iowa
$262K $0 1 0.07% Maintained
1337
Colony Group
Colony Group
Massachusetts
$262K -$982K 2 0.03% Reduced
1338
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$258K $0 1 0.11% Maintained
1339
SWM
Segment Wealth Management
Texas
$258K $0 1 0.09% Maintained
1340
BCM
Bourgeon Capital Management
Connecticut
$255K $0 1 0.15% Maintained
1341
IIC
Ironwood Investment Counsel
Arizona
$255K $0 1 0.13% Maintained
1342
PTC
Petrus Trust Company
Texas
$255K +$236K 1 0.06% New
1343
Washington Trust
Washington Trust
Rhode Island
$249K -$1.32M 1 0.02% Reduced
1344
OC
Oakworth Capital
Alabama
$248K $0 4 0.12% Maintained
1345
CCG
Chatham Capital Group
Georgia
$247K $0 1 0.07% Maintained
1346
SFT
Simmons First Trust
Arkansas
$247K -$14.9K 1 0.06% Reduced
1347
SNS Financial Group
SNS Financial Group
Minnesota
$247K -$18.4K 1 0.07% Reduced
1348
LJHT
Laurie J. Hall Trustee
$246K $0 1 0.18% Maintained
1349
EAMA
EFG Asset Management (Americas)
Florida
$245K -$113K 1 0.15% Reduced
1350
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$244K $0 1 0.01% Maintained