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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
1376
Annex Advisory Services
Annex Advisory Services
Wisconsin
$250K $0 1 0.07% Maintained
1377
GAM
Garrison Asset Management
Arkansas
$250K -$1.98K 1 0.17% Reduced
1378
DAC
Dividend Assets Capital
South Carolina
$248K $0 1 0.01% Maintained
1379
CAM
Concorde Asset Management
Michigan
$247K +$249K 1 0.25% New
1380
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$247K +$7.96K 1 0.06% Increased
1381
SIM
Sonora Investment Management
Arizona
$244K -$12K 3 0.06% Reduced
1382
OMC
Overbrook Management Corp
New York
$242K $0 1 0.05% Maintained
1383
PWLP
Prio Wealth Limited Partnership
Massachusetts
$242K $0 1 0.01% Maintained
1384
BA
Birinyi Associates
Connecticut
$241K $0 1 0.11% Maintained
1385
Atria Investments
Atria Investments
North Carolina
$238K +$226K 1 0.03% New
1386
Krilogy Financial
Krilogy Financial
Missouri
$238K +$88.6K 3 0.08% Increased
1387
OIA
Optimum Investment Advisors
Illinois
$238K +$222K 1 0.09% New
1388
SCP
Syntal Capital Partners
Texas
$236K -$16.4K 1 0.28% Reduced
1389
UFG
United Fire Group
Iowa
$236K $0 1 0.09% Maintained
1390
MBT
Monroe Bank & Trust
Michigan
$235K -$6K 1 0.08% Reduced
1391
SJL
Shayne & Jacobs LLC
Tennessee
$233K $0 1 0.19% Maintained
1392
CWA Asset Management Group
CWA Asset Management Group
Florida
$231K +$224K 1 0.14% New
1393
SWM
Stockman Wealth Management
Montana
$229K -$195K 1 0.18% Reduced
1394
MWP
MYCIO Wealth Partners
Pennsylvania
$228K +$147K 6 0.04% Increased
1395
PTC
Petrus Trust Company
Texas
$227K +$231K 1 0.05% New
1396
BTNA
Bremer Trust National Association
Minnesota
$226K +$211K 1 0.06% New
1397
SNS Financial Group
SNS Financial Group
Minnesota
$226K +$3.27K 1 0.06% Increased
1398
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$225K -$333K 1 0.1% Reduced
1399
PMFA
Plante Moran Financial Advisors
Michigan
$224K +$3K 5 0.16% Increased
1400
Choreo LLC
Choreo LLC
Illinois
$223K -$58.3K 1 0.04% Reduced