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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
1351
GVT
Genesee Valley Trust
New York
$326K +$32.5K 1 0.23% Increased
1352
CCM
Compton Capital Management
Rhode Island
$324K $0 1 0.17% Maintained
1353
HCM
Highlander Capital Management
New Jersey
$324K $0 2 0.28% Maintained
1354
OFW
Omnia Family Wealth
Florida
$323K +$329K 4 0.16% New
1355
PIM
Parasol Investment Management
Illinois
$323K $0 3 0.34% Maintained
1356
NorthRock Partners
NorthRock Partners
Minnesota
$322K -$522K 1 0.11% Reduced
1357
AB
AT Bancorp
Iowa
$321K $0 1 0.04% Maintained
1358
IFS
Ifrah Financial Services
Arkansas
$321K -$16.4K 1 0.13% Reduced
1359
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$315K +$16.3K 7 0.02% Increased
1360
IHL
Investment House LLC
California
$315K -$2.78K 1 0.05% Reduced
1361
ERIM
Eagle Ridge Investment Management
Connecticut
$314K +$70.9K 1 0.07% Increased
1362
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$314K +$138K 6 0.16% Increased
1363
OC
Oakworth Capital
Alabama
$312K +$11K 4 0.1% Increased
1364
CAM
CG Asset Management
New York
$311K +$50.6K 1 0.12% Increased
1365
LAIC
Lederer & Associates Investment Counsel
California
$310K +$307K 1 0.31% New
1366
WIM
Westside Investment Management
California
$308K +$296K 5 0.21% New
1367
BA
Bristlecone Advisors
Washington
$306K -$28.6K 1 0.11% Reduced
1368
EFS
Essex Financial Services
Connecticut
$304K -$217K 1 0.07% Reduced
1369
Brighton Jones LLC
Brighton Jones LLC
Washington
$302K +$1.85K 1 0.11% Increased
1370
MIP
Marietta Investment Partners
Wisconsin
$302K -$301K 1 0.11% Reduced
1371
PFSC
Peoples Financial Services Corp
Pennsylvania
$298K -$8K 1 0.18% Reduced
1372
MSFP
Mark Sheptoff Financial Planning
Connecticut
$295K +$98K 2 0.22% Increased
1373
Westfield Capital Management
Westfield Capital Management
Massachusetts
$295K -$1.51M 1 0% Reduced
1374
WHI
William Harris Investors
Illinois
$295K +$949 1 0.08% Increased
1375
WP
WealthSource Partners
California
$293K +$6.27K 1 0.12% Increased