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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
1426
MC
Miles Capital
Iowa
$351K -$2.94K 1 0.2% Reduced
1427
FANJ
Financial Architects (New Jersey)
New Jersey
$350K +$16.7K 5 0.06% Increased
1428
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$350K +$5.98K 1 1.59% Increased
1429
BCAM
Boston Common Asset Management
Massachusetts
$349K -$32K 1 0.04% Reduced
1430
AWA
Arete Wealth Advisors
Illinois
$348K -$261K 1 0.11% Reduced
1431
VCM
Versant Capital Management
Arizona
$348K +$26K 16 0.14% Increased
1432
KTC
Kistler-Tiffany Companies
Pennsylvania
$345K -$1.47K 4 0.14% Reduced
1433
SFC
SYM Financial Corp
Indiana
$345K +$333K 1 0.16% New
1434
LAIC
Lederer & Associates Investment Counsel
California
$343K +$29.5K 1 0.31% Increased
1435
Polen Capital Management
Polen Capital Management
Florida
$343K +$341K 1 0% New
1436
First Horizon Advisors
First Horizon Advisors
Tennessee
$342K +$139K 7 0.03% Increased
1437
GLI
Guardian Life Insurance
New York
$340K +$104K 4 0.07% Increased
1438
BFC
Blue Fin Capital
Rhode Island
$336K -$8.05K 1 0.2% Reduced
1439
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$335K +$79.4K 1 0.01% Increased
1440
CAW
Cornerstone Advisors (Washington)
Washington
$335K -$336 4 0.22% Reduced
1441
MBTD
Mechanics Bank - Trust Department
California
$335K $0 1 0.08% Maintained
1442
MUFG Americas
MUFG Americas
New York
$332K -$76.5K 3 0.01% Reduced
1443
TCB
Texas Capital Bancshares
Texas
$332K $0 1 0.74% Maintained
1444
WEC
Winslow Evans & Crocker
Massachusetts
$331K -$41.4K 5 0.11% Reduced
1445
CAC
Certified Advisory Corp
Florida
$331K +$345K 6 0.24% New
1446
YWP
YorkBridge Wealth Partners
New York
$331K +$60.7K 4 0.16% Increased
1447
Homrich & Berg
Homrich & Berg
Georgia
$330K +$348K 1 0.02% New
1448
SHGA
Sand Hill Global Advisors
California
$330K $0 1 0.03% Maintained
1449
GVT
Genesee Valley Trust
New York
$327K -$13.4K 1 0.14% Reduced
1450
WP
WealthSource Partners
California
$325K +$96.1K 1 0.1% Increased