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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
AWA
Arete Wealth Advisors
Illinois
$494K +$30.8K 2 0.23% Increased
1327
BAS
Brown Advisory Securities
Maryland
$493K +$12.4K 1 0.11% Increased
1328
NBC
Neuberger Berman Canada
Ontario, Canada
$492K +$88.4K 1 0.09% Increased
1329
Savant Capital
Savant Capital
Illinois
$492K $0 1 0.12% Maintained
1330
Park National Corp
Park National Corp
Ohio
$487K $0 2 0.03% Maintained
1331
SIM
Sonora Investment Management
Arizona
$484K +$54.3K 6 0.09% Increased
1332
HIC
Harvey Investment Company
Kentucky
$481K $0 1 0.1% Maintained
1333
BIAS
Beacon Investment Advisory Services
New Jersey
$472K -$18.6K 1 0.08% Reduced
1334
KCM
Kanawha Capital Management
Virginia
$471K $0 1 0.07% Maintained
1335
SIC
Shoker Investment Counsel
Ohio
$468K -$10.4K 1 0.37% Reduced
1336
ZB
Zions Bancorporation
Utah
$467K +$357K 4 0.08% Increased
1337
IHT Wealth Management
IHT Wealth Management
Illinois
$466K +$153K 9 0.23% Increased
1338
Wolverine Asset Management
Wolverine Asset Management
Illinois
$465K -$1.09M 1 0.01% Reduced
1339
SC
Schulhoff & Co
Ohio
$464K +$26.3K 1 0.28% Increased
1340
BA
BKS Advisors
Michigan
$462K +$203K 2 0.19% Increased
1341
ACM
Americafirst Capital Management
California
$461K +$462K 1 0.58% New
1342
ADGIPS2
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$461K +$462K 1 0.58% New
1343
NorthRock Partners
NorthRock Partners
Minnesota
$459K +$417K 1 0.19% New
1344
Alpha Cubed Investments
Alpha Cubed Investments
California
$457K -$5.72K 1 0.08% Reduced
1345
BWM
Bernicke Wealth Management
Wisconsin
$457K +$159K 1 0.36% Increased
1346
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$457K +$233K 2 0.11% Increased
1347
MSR
Main Street Research
Connecticut
$456K +$223K 2 0.07% Increased
1348
PIM
Penobscot Investment Management
Massachusetts
$452K $0 1 0.15% Maintained
1349
SSB
Sandy Spring Bank
Maryland
$451K -$50.3K 4 0.04% Reduced
1350
First Horizon Advisors
First Horizon Advisors
Tennessee
$448K -$39.7K 7 0.05% Reduced