← All themes

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
EIP
Easterly Investment Partners
Massachusetts
$260K +$261K 1 0.01% New
1702
ASA
Armstrong Shaw Associates
Connecticut
$259K $0 1 0.31% Maintained
1703
TWI
Thomas White International
Illinois
$259K $0 1 0.05% Maintained
1704
BBI
Baxter Bros Inc
Connecticut
$258K $0 1 0.06% Maintained
1705
EWM
EPG Wealth Management
Georgia
$257K -$156K 1 0.19% Reduced
1706
GTCM
Gyon Technologies Capital Management
New Jersey
$257K -$658K 1 0.2% Reduced
1707
HPWM
Highland Private Wealth Management
Washington
$257K +$1.61K 1 0.05% Increased
1708
MFG
Menard Financial Group
Texas
$256K -$27K 1 0.3% Reduced
1709
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$256K -$107K 3 0.1% Reduced
1710
FANJ
Financial Architects (New Jersey)
New Jersey
$255K -$259K 1 0.06% Reduced
1711
AWM
Aries Wealth Management
Maine
$253K $0 1 0.14% Maintained
1712
CIC
Cutler Investment Counsel
Oregon
$253K $0 1 0.05% Maintained
1713
DHFB
Dixon Hubard Feinour & Brown
Virginia
$252K $0 1 0.06% Maintained
1714
GIM
Grassi Investment Management
California
$252K $0 1 0.04% Maintained
1715
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$252K -$411K 1 0.02% Reduced
1716
HCM
Howland Capital Management
Massachusetts
$251K -$6.79K 1 0.02% Reduced
1717
KWA
KCS Wealth Advisory
California
$251K $0 1 0.2% Maintained
1718
AC
Alexandria Capital
Virginia
$250K -$6.79K 1 0.03% Reduced
1719
VHAM
Van Hulzen Asset Management
California
$250K -$26.8K 1 0.04% Reduced
1720
SW
SkyOak Wealth
Michigan
$249K -$45.6K 1 0.09% Reduced
1721
CT
Cambridge Trust
Massachusetts
$248K $0 1 0.01% Maintained
1722
QC
QCM Cayman
Texas
$248K +$241K 1 0.43% New
1723
NIA
Northstar Investment Advisors
Colorado
$246K -$215K 1 0.04% Reduced
1724
AW
ACG Wealth
Georgia
$245K +$4.59K 1 0.04% Increased
1725
ACA
Ackerman Capital Advisors
Texas
$245K $0 1 0.07% Maintained