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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
1551
BWP
Bernardo Wealth Planning
Pennsylvania
$285K -$3.3K 1 0.23% Reduced
1552
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$285K +$7.28K 1 0.02% Increased
1553
Park National Corp
Park National Corp
Ohio
$284K -$426K 1 0.02% Reduced
1554
BMC
Beaton Management Company
Massachusetts
$283K $0 1 0.24% Maintained
1555
CBU
CIBC Bank USA
Illinois
$283K -$5.68K 1 0.04% Reduced
1556
BEAM
Baker Ellis Asset Management
Washington
$282K -$43.2K 2 0.08% Reduced
1557
KTC
Kistler-Tiffany Companies
Pennsylvania
$282K -$8.55K 5 0.12% Reduced
1558
FAM
Flaharty Asset Management
Florida
$279K +$284K 1 0.11% New
1559
VCM
Versant Capital Management
Arizona
$279K -$76.9K 15 0.12% Reduced
1560
Prospera Financial Services
Prospera Financial Services
Texas
$278K +$26.9K 1 0.09% Increased
1561
SIS
Sound Income Strategies
Florida
$276K -$5.02K 7 0.13% Reduced
1562
SWP
Strategic Wealth Partners
Ohio
$276K -$51.3K 2 0.13% Reduced
1563
SWM
Stockman Wealth Management
Montana
$271K -$70.2K 1 0.12% Reduced
1564
CCM
Cribstone Capital Management
Maine
$270K +$83.5K 3 0.14% Increased
1565
AWP
Ascent Wealth Partners
New York
$269K +$62 1 0.09% Increased
1566
PFS
Physicians Financial Services
North Carolina
$269K +$246K 1 0.17% New
1567
LFA
Legacy Financial Advisors
Kentucky
$268K +$3.45K 10 0.09% Increased
1568
AIM
Allen Investment Management
New York
$267K $0 1 0.01% Maintained
1569
PFSC
Peoples Financial Services Corp
Pennsylvania
$267K $0 2 0.14% Maintained
1570
DSI
Daiwa SB Investments
Japan
$265K -$8.31K 3 0.05% Reduced
1571
GP
Girard Partners
Pennsylvania
$263K -$26.5K 1 0.05% Reduced
1572
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$262K -$264K 1 0.05% Reduced
1573
DHFB
Dixon Hubard Feinour & Brown
Virginia
$262K $0 1 0.08% Maintained
1574
QCIG
Quad-Cities Investment Group
Iowa
$262K -$7.79K 4 0.24% Reduced
1575
NIM
Northeast Investment Management
Massachusetts
$261K +$31.7K 1 0.02% Increased