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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
SWM
Stockman Wealth Management
Montana
$305K $0 1 0.07% Maintained
1802
BMC
Beaton Management Company
Massachusetts
$304K $0 1 0.2% Maintained
1803
WPP
Whalerock Point Partners
Rhode Island
$303K -$201K 1 0.12% Reduced
1804
SFG
SevenBridge Financial Group
Pennsylvania
$302K +$112K 1 0.1% Increased
1805
TCM
Teza Capital Management
Illinois
$302K -$666K 1 0.15% Reduced
1806
OFS
OneAscent Financial Services
Alabama
$300K +$313K 1 0.4% New
1807
OWA
One Wealth Advisors
California
$299K +$5.23K 1 0.09% Increased
1808
SCM
Sio Capital Management
New York
$297K -$126K 1 0.09% Reduced
1809
WC
Westhampton Capital
North Carolina
$294K +$305K 1 0.2% New
1810
MHR
Matthew Hamilton Rosenberg
$293K +$24.7K 7 0.12% Increased
1811
ML
McAdam LLC
Pennsylvania
$293K -$17K 1 0.03% Reduced
1812
OSNBOA
Old Second National Bank of Aurora
Illinois
$293K $0 4 0.08% Maintained
1813
RP
Rice Partnership
Hawaii
$293K $0 1 0.09% Maintained
1814
AC
Athanor Capital
New York
$292K -$52.7K 1 0.04% Reduced
1815
GEA
Glen Eagle Advisors
New Jersey
$290K -$33.7K 7 0.08% Reduced
1816
CB
Cadence Bank
Mississippi
$289K +$331K 1 0.04% New
1817
HWA
Hilltop Wealth Advisors
North Carolina
$289K $0 1 0.2% Maintained
1818
KFS
Kurt F. Somerville
$288K $0 1 0.04% Maintained
1819
MFW
Mosaic Family Wealth
Missouri
$288K $0 1 0.08% Maintained
1820
SS
Sunbelt Securities
Texas
$288K $0 1 0.05% Maintained
1821
SIM
Stratos Investment Management
Ohio
$286K +$372K 1 0.05% New
1822
BFS
Beacon Financial Strategies
North Carolina
$286K $0 1 0.26% Maintained
1823
TWM
TriaGen Wealth Management
California
$284K -$689K 1 0.15% Reduced
1824
WOC
West Oak Capital
California
$284K $0 2 0.11% Maintained
1825
CM
Columbus Macro
Pennsylvania
$283K -$3.82K 1 0.09% Reduced