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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
1751
ADL
Asset Dedication LLC
California
$825K +$360K 6 0.05% Increased
1752
DWS
Discipline Wealth Solutions
South Carolina
$822K +$9.91K 2 0.07% Increased
1753
CBA
Coastal Bridge Advisors
Connecticut
$814K -$91.8K 2 0.05% Reduced
1754
OFG
OmniStar Financial Group
North Carolina
$810K +$70.8K 1 0.37% Increased
1755
GIA
Guyasuta Investment Advisors
Pennsylvania
$810K $0 2 0.04% Maintained
1756
CCA
Childress Capital Advisors
Texas
$809K -$145K 2 0.13% Reduced
1757
NF
Nvest Financial
New Hampshire
$809K -$94.3K 1 0.26% Reduced
1758
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$809K +$112K 10 0.01% Increased
1759
AWM
Accel Wealth Management
Iowa
$806K +$295 1 0.18% Increased
1760
HM Payson & Co
HM Payson & Co
Maine
$805K +$20.6K 6 0.01% Increased
1761
FSAG
Financial Solutions Advisory Group
Illinois
$804K -$49.5K 1 0.1% Reduced
1762
VAG
VisionPoint Advisory Group
Texas
$804K +$764K 2 0.13% New
1763
CM
Cercano Management
Washington
$803K $0 2 0.11% Maintained
1764
AB
Atlas Brown
Kentucky
$803K -$99.4K 1 0.22% Reduced
1765
FH
FWG Holdings
Florida
$801K +$40.2K 1 0.28% Increased
1766
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$801K +$4.65K 1 0.06% Increased
1767
WFS
Widmann Financial Services
Maryland
$799K +$527K 1 0.43% Increased
1768
BMCM
Bryn Mawr Capital Management
Pennsylvania
$798K -$109K 2 0.03% Reduced
1769
KA
Kerrisdale Advisers
Florida
$796K $0 1 0.2% Maintained
1770
FWA
FSM Wealth Advisors
Ohio
$792K +$18.8K 1 0.08% Increased
1771
BCP
Blackhawk Capital Partners
Wisconsin
$792K +$390K 1 0.26% Increased
1772
BI
Bramshill Investments
Florida
$791K +$769K 1 0.06% New
1773
AL
Arnhold LLC
New York
$791K $0 1 0.06% Maintained
1774
PIA
Pinion Investment Advisors
Kansas
$791K -$3.66K 1 0.15% Reduced
1775
VCA
Verdence Capital Advisors
Maryland
$791K -$99.6K 2 0.04% Reduced