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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
1451
TWI
Thomas White International
Illinois
$689K $0 1 0.12% Maintained
1452
Intact Investment Management
Intact Investment Management
Quebec, Canada
$688K +$256K 1 0.02% Increased
1453
WI
Wintrust Investments
Illinois
$686K +$4.25K 2 0.1% Increased
1454
BDWM
Brewin Dolphin Wealth Management
Ireland
$684K $0 1 0.32% Maintained
1455
VCM
Vigilant Capital Management
Maine
$684K $0 1 0.08% Maintained
1456
MCF Advisors
MCF Advisors
Kentucky
$682K -$105K 4 0.1% Reduced
1457
SFG
Summit Financial Group
West Virginia
$681K -$38.5K 1 0.33% Reduced
1458
PCM
Pointe Capital Management
Michigan
$680K -$1.93K 1 0.57% Reduced
1459
CBU
CIBC Bank USA
Illinois
$679K -$22.1K 2 0.09% Reduced
1460
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$679K +$350K 2 0.04% Increased
1461
APC
Aspire Private Capital
North Carolina
$678K $0 2 0% Maintained
1462
CHA
Carmichael Hill & Associates
Maryland
$678K +$314K 6 0.48% Increased
1463
PA
Probity Advisors
Texas
$669K -$12.8K 1 0.2% Reduced
1464
KP
Keel Point
Alabama
$666K +$226K 3 0.07% Increased
1465
ECML
Eagle Capital Management (Louisiana)
Louisiana
$665K +$600K 1 0.35% New
1466
Citizens Financial Group
Citizens Financial Group
Rhode Island
$664K +$197K 6 0.04% Increased
1467
FHC
First Heartland Consultants
Missouri
$660K +$1.35K 2 0.13% Increased
1468
TCM
Twin Capital Management
Pennsylvania
$659K +$626K 1 0.06% New
1469
MCM
Mengis Capital Management
Oregon
$657K +$745 1 0.18% Increased
1470
WPC
White Pine Capital
Minnesota
$657K +$178K 2 0.26% Increased
1471
LHC
Little House Capital
Massachusetts
$654K +$81.5K 1 0.56% Increased
1472
First Horizon Advisors
First Horizon Advisors
Tennessee
$653K +$12.1K 11 0.05% Increased
1473
CFFP
Center for Financial Planning
Michigan
$651K +$623K 3 0.16% New
1474
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$649K +$20K 13 0.05% Increased
1475
PCG
Private Capital Group
Connecticut
$648K -$135K 19 0.14% Reduced