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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
MFG
Magnus Financial Group
New York
$404K $0 1 0.09% Maintained
1702
BWA
BDO Wealth Advisors
Florida
$402K +$47.5K 8 0.04% Increased
1703
COCM
Charter Oak Capital Management
New Hampshire
$401K -$4.58K 6 0.05% Reduced
1704
BOC
Barbara Oil Co
Illinois
$400K $0 1 0.19% Maintained
1705
CAM
Campion Asset Management
Virginia
$400K $0 1 0.36% Maintained
1706
EWM
Endurance Wealth Management
Rhode Island
$400K $0 5 0.04% Maintained
1707
TBA
Tower Bridge Advisors
Pennsylvania
$400K $0 1 0.03% Maintained
1708
AIC
Ameritas Investment Company
Nebraska
$399K +$122K 1 0.02% Increased
1709
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$397K +$71.6K 1 0.02% Increased
1710
PFSC
Peoples Financial Services Corp
Pennsylvania
$397K -$21.4K 2 0.17% Reduced
1711
WIC
Whitegate Investment Counselors
New Hampshire
$397K $0 1 0.06% Maintained
1712
EIP
Easterly Investment Partners
Massachusetts
$394K $0 1 0.03% Maintained
1713
DBT
Dubuque Bank & Trust
Iowa
$390K -$7.64K 1 0.04% Reduced
1714
SRC
Shufro Rose & Co
New York
$390K +$26.9K 1 0.03% Increased
1715
KWMG
King Wealth Management Group
Florida
$389K $0 1 0.08% Maintained
1716
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$389K -$27.8K 4 0% Reduced
1717
LSWM
Lorne Steinberg Wealth Management
Canada
$389K $0 1 0.19% Maintained
1718
TFA
Trinity Financial Advisors
Ohio
$389K $0 1 0.26% Maintained
1719
WP
Waycross Partners
Kentucky
$389K +$424K 1 0.24% New
1720
NAM
Nexpoint Asset Management
Texas
$388K -$885K 1 0.07% Reduced
1721
BAM
Barrett Asset Management
New York
$386K $0 3 0.02% Maintained
1722
AWM
Aberdeen Wealth Management
Illinois
$385K -$22.7K 1 0.37% Reduced
1723
VCG
Vantage Consulting Group
Virginia
$385K -$56.2K 2 0.08% Reduced
1724
AWAG
ARS Wealth Advisors Group
Florida
$384K +$400K 1 0.07% New
1725
AP
AtonRa Partners
Switzerland
$384K +$10.1K 1 0.13% Increased