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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
ML
McAdam LLC
Pennsylvania
$329K $0 1 0.09% Maintained
1602
FWCM
First Western Capital Management
California
$324K -$73.2K 1 5.05% Reduced
1603
Westfield Capital Management
Westfield Capital Management
Massachusetts
$324K -$19.7K 1 0% Reduced
1604
CIM
Contravisory Investment Management
Massachusetts
$323K +$144K 2 0.12% Increased
1605
FCA
FLC Capital Advisors
California
$321K -$46.1K 1 0.14% Reduced
1606
Mission Wealth Management
Mission Wealth Management
California
$321K +$352K 1 0.03% New
1607
BCP
Berkeley Capital Partners
Georgia
$320K +$307K 1 0.17% New
1608
RCM
Radnor Capital Management
Pennsylvania
$320K $0 1 0.1% Maintained
1609
WTB
Washington Trust Bank
Washington
$320K $0 1 0.05% Maintained
1610
AF
Arrow Financial
New York
$319K -$16.5K 2 0.07% Reduced
1611
BWP
Bernardo Wealth Planning
Pennsylvania
$319K -$8.53K 1 0.23% Reduced
1612
KWA
KCS Wealth Advisory
California
$316K +$77.7K 5 0.22% Increased
1613
IFS
Ifrah Financial Services
Arkansas
$315K -$8.41K 1 0.12% Reduced
1614
EC
EcoR1 Capital
California
$314K -$7.03M 1 0.04% Reduced
1615
HIS
Horizon Investment Services
Indiana
$314K -$64.6K 1 0.21% Reduced
1616
BIM
Bridgecreek Investment Management
Oklahoma
$313K $0 1 0.07% Maintained
1617
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$313K +$11.7K 1 0.1% Increased
1618
ACG
Allen Capital Group
Nebraska
$311K $0 1 0.1% Maintained
1619
CA
Claro Advisors
Massachusetts
$311K -$24.6K 1 0.28% Reduced
1620
HCM
Hollencrest Capital Management
California
$310K +$10.2K 1 0.04% Increased
1621
M
Mirova
France
$308K +$29.1K 2 0.04% Increased
1622
HIC
Hartline Investment Corp
Illinois
$305K $0 1 0.07% Maintained
1623
1WA
180 Wealth Advisors
Washington
$303K +$8.41K 1 0.13% Increased
1624
FGAM
Financial Gravity Asset Management
Texas
$303K -$109K 17 0.26% Reduced
1625
BMC
Beaton Management Company
Massachusetts
$302K -$2.71K 1 0.24% Reduced