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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
1801
Welch & Forbes
Welch & Forbes
Massachusetts
$755K +$296K 2 0.01% Increased
1802
MM
MQS Management
New York
$751K -$252K 3 0.92% Reduced
1803
MFFIA
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$751K +$138K 1 0.45% Increased
1804
SWM
Selective Wealth Management
Virginia
$750K $0 1 0.2% Maintained
1805
MWM
Maridea Wealth Management
New York
$748K +$54.3K 1 0.08% Increased
1806
SAM
Smith Asset Management
Florida
$747K -$38.6K 1 0.59% Reduced
1807
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$746K -$12.9K 2 0.02% Reduced
1808
PWMG
Pinnacle Wealth Management Group
Michigan
$745K $0 1 0.35% Maintained
1809
TVPW
Third View Private Wealth
Connecticut
$745K +$390K 2 0.09% Increased
1810
CA
Cannon Advisors
North Carolina
$745K +$667K 1 0.45% New
1811
AAM
Aureus Asset Management
Massachusetts
$744K -$193K 1 0.05% Reduced
1812
BWM
Bullock Wealth Management
Indiana
$744K -$1.93K 6 0.32% Reduced
1813
TNA
True North Advisors
Texas
$741K +$701K 2 0.07% New
1814
PF
PlanVest Financial
Maryland
$741K +$211 4 0.49% Increased
1815
LCS
Levin Capital Strategies
New York
$740K +$625K 1 0.05% New
1816
HPM
Hoxton Planning & Management
West Virginia
$739K $0 1 0.19% Maintained
1817
DMBA
Deseret Mutual Benefit Administrators
Utah
$737K -$53.6K 4 0.24% Reduced
1818
MC
Miramontes Capital
California
$736K -$131K 1 0.23% Reduced
1819
SFP
Shepherd Financial Partners
Massachusetts
$736K $0 1 0.06% Maintained
1820
PIMJS
PKO Investment Management Joint-Stock
Poland
$732K -$256K 2 0.05% Reduced
1821
OL
OneFund LLC
Florida
$729K +$7.23K 4 0.41% Increased
1822
GSCM
Greenfield Seitz Capital Management
Texas
$729K -$6.3K 1 0.22% Reduced
1823
CA
COFG Advisors
Illinois
$727K $0 1 0.13% Maintained
1824
SSG
Summit Securities Group
New York
$727K +$578K 9 0.07% Increased
1825
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$726K -$634 1 0.03% Reduced