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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
1701
SRSA
S.R. Schill & Associates
Washington
$334K $0 1 0.18% Maintained
1702
Alesco Advisors
Alesco Advisors
New York
$333K +$337K 1 0.02% New
1703
CWM
Campbell Wealth Management
Virginia
$333K +$1.71K 1 0.07% Increased
1704
MC
Matisse Capital
Oregon
$333K $0 1 0.24% Maintained
1705
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$332K +$348K 1 0.01% New
1706
GWAG
Garrett Wealth Advisory Group
Texas
$331K -$42.3K 1 0.24% Reduced
1707
EWM
EPG Wealth Management
Georgia
$330K +$355K 5 0.24% New
1708
BMC
Beaton Management Company
Massachusetts
$329K $0 1 0.26% Maintained
1709
HIP
Harrell Investment Partners
Texas
$328K +$284K 1 0.15% New
1710
SSB
Sandy Spring Bank
Maryland
$328K -$45.2K 5 0.02% Reduced
1711
SWA
SFMG Wealth Advisors
Texas
$328K -$44K 1 0.04% Reduced
1712
FP
Fiduciary Planning
Florida
$327K +$351K 1 0.3% New
1713
PGAM
Princeton Global Asset Management
New Jersey
$324K +$54.8K 5 0.13% Increased
1714
CFA
Camarda Financial Advisors
Florida
$323K -$52.3K 1 0.69% Reduced
1715
Choreo LLC
Choreo LLC
Illinois
$320K -$222K 1 0.03% Reduced
1716
CHAM
Clear Harbor Asset Management
Connecticut
$319K +$91.1K 4 0.06% Increased
1717
BIM
Bridgecreek Investment Management
Oklahoma
$318K $0 1 0.06% Maintained
1718
FIM
Frontier Investment Management
Texas
$318K +$25.7K 1 0.02% Increased
1719
CI
Cavalier Investments
Georgia
$317K $0 1 0.14% Maintained
1720
GAM
GQ Asset Management
New York
$316K +$67.7K 1 0.22% Increased
1721
GG
Greenwood Gearhart
Arkansas
$316K $0 1 0.08% Maintained
1722
KWA
KCS Wealth Advisory
California
$314K -$98.6K 1 0.24% Reduced
1723
MIM
Moseley Investment Management
Florida
$313K +$83.4K 1 0.31% Increased
1724
SWM
Stockman Wealth Management
Montana
$312K $0 1 0.11% Maintained
1725
RIA
Regal Investment Advisors
Michigan
$311K -$303K 1 0.06% Reduced