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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
1776
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$336K -$4.05K 22 0.05% Reduced
1777
OWM
OneAscent Wealth Management
Alabama
$335K +$350K 1 0.38% New
1778
GIM
Grassi Investment Management
California
$331K $0 1 0.04% Maintained
1779
NIM
Northeast Investment Management
Massachusetts
$331K +$344K 1 0.02% New
1780
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$330K -$45.9K 4 0.02% Reduced
1781
Brandes Investment Partners
Brandes Investment Partners
California
$328K +$88.3K 2 0.01% Increased
1782
SEP
Southland Equity Partners
Missouri
$327K +$10.7K 1 0.15% Increased
1783
AA
AlphaCentric Advisors
Puerto Rico
$325K +$215K 2 0.08% Increased
1784
GWAG
Garrett Wealth Advisory Group
Texas
$324K +$2.35K 1 0.21% Increased
1785
AFG
Allegheny Financial Group
Pennsylvania
$321K $0 1 0.15% Maintained
1786
RFM
Royal Fund Management
Florida
$320K +$28.8K 1 0.05% Increased
1787
FP
Financial Perspectives
Minnesota
$318K -$41.9K 4 0.16% Reduced
1788
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$316K +$20.6K 1 0.02% Increased
1789
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$314K +$30.3K 5 0.03% Increased
1790
Allworth Financial
Allworth Financial
California
$313K +$118K 12 0.01% Increased
1791
Covington Capital Management
Covington Capital Management
California
$312K -$121K 6 0.01% Reduced
1792
SC
Skylands Capital
Wisconsin
$312K +$731K 1 0.04% New
1793
GWS
Glassman Wealth Services
Virginia
$310K +$10.6K 13 0.07% Increased
1794
SCM
Stonebridge Capital Management
California
$310K $0 1 0.11% Maintained
1795
V
VeraBank
Texas
$309K $0 1 0.18% Maintained
1796
PFS
Physicians Financial Services
North Carolina
$308K $0 1 0.12% Maintained
1797
Meag Munich Ergo
Meag Munich Ergo
Germany
$306K -$9.07M 1 0.05% Reduced
1798
FBT
First Bank & Trust
South Dakota
$305K -$8.84K 3 0.14% Reduced
1799
HCA
Horan Capital Advisors
Ohio
$305K $0 1 0.13% Maintained
1800
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$305K +$341K 12 0.05% Increased