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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
AT
Arlington Trust
Alabama
$319K +$340K 3 0.13% New
1777
WPP
Whalerock Point Partners
Rhode Island
$319K $0 1 0.11% Maintained
1778
LAM
Lakewood Asset Management
Illinois
$318K +$6.6K 1 0.26% Increased
1779
EWM
EPG Wealth Management
Georgia
$317K +$1.61K 1 0.1% Increased
1780
CNBT
Canandaigua National Bank & Trust
New York
$316K -$5.59K 1 0.05% Reduced
1781
WDA
Wendell David Associates
New Hampshire
$315K $0 1 0.04% Maintained
1782
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$314K +$307K 7 0.17% New
1783
BP
BBR Partners
New York
$313K +$334K 1 0.04% New
1784
IF
Ironwood Financial
Arizona
$312K $0 1 0.08% Maintained
1785
VCM
Virtue Capital Management
Tennessee
$308K $0 1 0.05% Maintained
1786
CGIM
Cannon Global Investment Management
Florida
$307K +$308K 1 2.14% New
1787
DCM
DGS Capital Management
New Jersey
$307K +$27.7K 1 0.15% Increased
1788
LCGC
Legacy Capital Group California
California
$307K +$62.7K 1 0.13% Increased
1789
SFS
Summit Financial Strategies
Ohio
$306K $0 1 0.06% Maintained
1790
MCIA
Mountain Capital Investment Advisors
Colorado
$306K $0 1 0.11% Maintained
1791
EAM
Evanson Asset Management
California
$305K +$307K 1 0.03% New
1792
FBT
First Bank & Trust
South Dakota
$305K -$4.23K 1 0.08% Reduced
1793
BBI
Baxter Bros Inc
Connecticut
$303K $0 1 0.05% Maintained
1794
BMA
Brooks Moore & Associates
Tennessee
$303K +$16.4K 1 0.23% Increased
1795
MW
Marcum Wealth
Ohio
$301K -$164K 1 0.04% Reduced
1796
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$300K -$263K 1 0.01% Reduced
1797
GWM
Gitterman Wealth Management
New Jersey
$300K +$289K 1 0.14% New
1798
ISWM
Independent Solutions Wealth Management
New York
$299K $0 1 0.08% Maintained
1799
GC
GFG Capital
Florida
$299K +$1.88K 1 0.1% Increased
1800
AWM
Aberdeen Wealth Management
Illinois
$298K $0 1 0.22% Maintained