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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
1826
SWM
Sculati Wealth Management
Michigan
$233K +$233K 1 0.21% New
1827
HCM
Howland Capital Management
Massachusetts
$232K $0 1 0.02% Maintained
1828
SMH
Sanders Morris Harris
Texas
$232K -$213K 1 0.05% Reduced
1829
WOC
West Oak Capital
California
$232K +$16.2K 2 0.13% Increased
1830
Avior Wealth Management
Avior Wealth Management
Nebraska
$230K -$39.6K 7 0.04% Reduced
1831
OC
Oarsman Capital
Wisconsin
$229K -$29K 1 0.1% Reduced
1832
PP
Palladium Partners
Virginia
$229K -$57.3K 1 0.01% Reduced
1833
BBI
Baxter Bros Inc
Connecticut
$228K +$198K 1 0.05% New
1834
EWM
Endurance Wealth Management
Rhode Island
$228K $0 4 0.03% Maintained
1835
DAM
Delta Asset Management
Tennessee
$226K +$9.52K 5 0.03% Increased
1836
LC
LCNB Corp
Ohio
$226K +$7.02K 1 0.14% Increased
1837
Dakota Wealth Management
Dakota Wealth Management
Florida
$225K +$2.86K 1 0.04% Increased
1838
FMLI
Fukoku Mutual Life Insurance
Japan
$225K +$14.2K 1 0.02% Increased
1839
NPPM
North Point Portfolio Managers
Ohio
$225K $0 1 0.04% Maintained
1840
SFG
SevenBridge Financial Group
Pennsylvania
$225K -$10.6K 1 0.06% Reduced
1841
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$224K -$1.33K 6 0.03% Reduced
1842
M
MOTCO
Texas
$224K -$39.3K 3 0.02% Reduced
1843
BCM
BTR Capital Management
California
$223K -$227K 1 0.04% Reduced
1844
KTC
Kistler-Tiffany Companies
Pennsylvania
$223K -$14.6K 4 0.08% Reduced
1845
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$222K +$192K 1 0.08% New
1846
MPCG
Matrix Private Capital Group
New York
$221K +$210K 1 0.23% New
1847
OR
Olympiad Research
Connecticut
$221K +$212K 1 0.17% New
1848
AT
Arden Trust
Delaware
$220K -$243K 1 0.03% Reduced
1849
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220K +$190K 1 0.09% New
1850
Procyon Advisors
Procyon Advisors
Connecticut
$219K +$201K 10 0.13% New