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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
1601
LWM
LBA Wealth Management
Florida
$24K -$872 2 0.01% Reduced
1602
PO
Private Ocean
California
$24K -$23.3K 1 0.02% Reduced
1603
CFA
CT Financial Advisors
Pennsylvania
$23.1K -$3.76K 1 0.01% Reduced
1604
CJA
C-J Advisory
California
$22K $0 1 0.02% Maintained
1605
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$21K $0 1 0% Maintained
1606
FCMT
Founders Capital Management (Texas)
Texas
$20K +$18.7K 1 0.02% New
1607
HS
Horan Securities
United States
$20K +$18.7K 3 0.02% New
1608
JCM
Jacobi Capital Management
Pennsylvania
$20K +$3.57K 2 0.01% Increased
1609
PS
Portfolio Solutions
Michigan
$19K +$17.9K 1 0% New
1610
WAS
Winch Advisory Services
Wisconsin
$19K $0 1 0.01% Maintained
1611
ECM
Exchange Capital Management
Michigan
$18K $0 1 0.01% Maintained
1612
HCM
Herndon Capital Management
Georgia
$17K +$4.53K 1 0% Increased
1613
LWA
Lowe Wealth Advisors
Maryland
$14K $0 1 0.01% Maintained
1614
FDS
First Dallas Securities
Texas
$13K $0 1 0.01% Maintained
1615
KPCM
Kings Point Capital Management
New York
$12K $0 1 0% Maintained
1616
OAJ
Ogorek Anthony Joseph
New York
$12K $0 1 0.01% Maintained
1617
HWP
Hefty Wealth Partners
Indiana
$11K $0 1 0.01% Maintained
1618
Pathstone Family Office
Pathstone Family Office
New Jersey
$11K +$11.1K 4 0.01% New
1619
SAM
Solaris Asset Management
New York
$10K $0 1 0.01% Maintained
1620
JWA
JFS Wealth Advisors
Pennsylvania
$9K $0 2 0% Maintained
1621
SLF
Sun Life Financial
Ontario, Canada
$8.91K +$43.5K 4 0.02% New
1622
RBC
Roble Belko & Company
Pennsylvania
$8K $0 2 0% Maintained
1623
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K +$554 1 0% Increased
1624
TCM
Tanaka Capital Management
New York
$5K $0 1 0.01% Maintained
1625
ANBT
American National Bank & Trust
Texas
$4K +$3.51K 1 0% New