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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	PMFA Plante Moran Financial Advisors Southfield, Michigan	$218K	+$46.1K	6	0.08%	Increased
1602	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$218K	-$1.71M	1	0.1%	Reduced
1603	WA WESPAC Advisors Orinda, California	$218K	-$746K	1	0.21%	Reduced
1604	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$217K	$0	2	0.12%	Maintained
1605	SMH Sanders Morris Harris Houston, Texas	$217K	+$213K	1	0.12%	New
1606	HCM Hodges Capital Management Dallas, Texas	$216K	-$1.37M	1	0.02%	Reduced
1607	WA WBH Advisory Baltimore, Maryland	$216K	+$218K	1	0.05%	New
1608	EWF Epstein & White Financial San Diego, California	$215K	-$30.6K	1	0.13%	Reduced
1609	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$215K	+$11.2K	4	0.19%	Increased
1610	TF Tompkins Financial Ithaca, New York	$215K	$0	2	0.05%	Maintained
1611	ClearBridge Investments New York	$214K	-$12.5M	6	0%	Reduced
1612	Tiedemann Advisors New York	$213K	+$226K	1	0.01%	New
1613	CHAM Clear Harbor Asset Management Stamford, Connecticut	$212K	+$4.82K	1	0.05%	Increased
1614	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$212K	$0	1	0.08%	Maintained
1615	SL Summitry LLC Foster City, California	$212K	+$213K	1	0.02%	New
1616	VAM Verity Asset Management Durham, North Carolina	$212K	-$311K	1	0.28%	Reduced
1617	CT Clearstead Trust Portland, Maine	$211K	$0	1	0.2%	Maintained
1618	Mission Wealth Management Santa Barbara, California	$211K	-$2.85K	1	0.03%	Reduced
1619	OWA One Wealth Advisors San Francisco, California	$209K	+$8.68K	1	0.21%	Increased
1620	Alpha Cubed Investments Irvine, California	$208K	-$59.1K	1	0.03%	Reduced
1621	DAC Dividend Assets Capital Ridgeland, South Carolina	$208K	+$204K	1	0.04%	New
1622	IIC Ironwood Investment Counsel Scottsdale, Arizona	$208K	+$210K	1	0.09%	New
1623	SNS Financial Group Minneapolis, Minnesota	$208K	+$204K	1	0.05%	New
1624	BA Birinyi Associates Westport, Connecticut	$207K	$0	1	0.1%	Maintained
1625	TW Transform Wealth Greenwood Village, Colorado	$206K	-$28.9K	1	0.04%	Reduced