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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
OC
Oakworth Capital
Alabama
$266K +$38.9K 4 0.11% Increased
1327
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$263K +$6.8K 1 0.07% Increased
1328
CFA
Camarda Financial Advisors
Florida
$259K $0 1 0.16% Maintained
1329
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$259K -$25.4K 2 0.01% Reduced
1330
CAM
CG Asset Management
New York
$257K $0 1 0.1% Maintained
1331
BFO
Boston Family Office
Massachusetts
$255K +$245K 1 0.03% New
1332
Boothbay Fund Management
Boothbay Fund Management
New York
$253K -$444K 1 0.11% Reduced
1333
PFSC
Peoples Financial Services Corp
Pennsylvania
$253K $0 1 0.17% Maintained
1334
RIA
Regal Investment Advisors
Michigan
$253K -$222K 1 0.07% Reduced
1335
FPB
First PREMIER Bank
South Dakota
$251K +$253K 2 0.21% New
1336
MBT
Monroe Bank & Trust
Michigan
$250K $0 1 0.09% Maintained
1337
PVH
Psagot Value Holdings
Israel
$246K $0 2 0.01% Maintained
1338
CCB
Cutter & Co Brokerage
Missouri
$244K -$33.9K 1 0.11% Reduced
1339
CA
CapWealth Advisors
Tennessee
$243K $0 4 0.06% Maintained
1340
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K $0 1 0.1% Maintained
1341
PMFA
Plante Moran Financial Advisors
Michigan
$242K +$24.3K 7 0.18% Increased
1342
GWM
Greenwich Wealth Management
Connecticut
$240K +$238K 1 0.06% New
1343
SIM
Sonora Investment Management
Arizona
$240K -$25.1K 3 0.06% Reduced
1344
GP
Girard Partners
Pennsylvania
$239K +$4.63K 1 0.12% Increased
1345
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$238K $0 1 0.02% Maintained
1346
SSWM
Sheets Smith Wealth Management
North Carolina
$237K $0 1 0.07% Maintained
1347
Ronald Blue & Co
Ronald Blue & Co
Georgia
$234K +$2.07K 1 0.01% Increased
1348
CCG
Chatham Capital Group
Georgia
$232K $0 1 0.07% Maintained
1349
SWM
Segment Wealth Management
Texas
$232K -$8.78K 1 0.09% Reduced
1350
PFS
Physicians Financial Services
North Carolina
$231K +$226K 3 0.21% New