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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
1851
MFG
Menard Financial Group
Texas
$280K +$17K 1 0.67% Increased
1852
AlphaCore Capital
AlphaCore Capital
California
$279K +$274K 1 0.11% New
1853
ITIM
Indiana Trust & Investment Management
Indiana
$279K $0 1 0.16% Maintained
1854
NFP
NorthLanding Financial Partners
New York
$279K +$580 1 0.2% Increased
1855
QC
QCM Cayman
Texas
$278K +$312K 2 4.28% New
1856
FC
Financial Council
Maryland
$278K $0 1 0.17% Maintained
1857
DWM
Drive Wealth Management
Utah
$278K -$56.2K 1 0.14% Reduced
1858
WP
WealthPLAN Partners
Nebraska
$278K +$254K 1 0.02% New
1859
Highbridge Capital Management
Highbridge Capital Management
New York
$277K $0 1 0.01% Maintained
1860
WB
Webster Bank
Connecticut
$277K $0 4 0.04% Maintained
1861
WKWM
Walter & Keenan Wealth Management
Indiana
$275K $0 1 0.11% Maintained
1862
BCA
Bay Colony Advisors
Massachusetts
$274K -$5.48K 1 0.07% Reduced
1863
FCB
First County Bank
Connecticut
$273K +$249K 1 0.13% New
1864
DBRC
D.B. Root & Company
Pennsylvania
$273K -$15.6K 1 0.12% Reduced
1865
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$273K $0 1 0.01% Maintained
1866
FCM
FJ Capital Management
Virginia
$273K +$267K 1 0.03% New
1867
GL
Graypoint LLC
New York
$273K +$42K 1 0.03% Increased
1868
PFSC
Peoples Financial Services Corp
Pennsylvania
$272K $0 2 0.13% Maintained
1869
WRM
Weybosset Research & Management
Rhode Island
$272K $0 1 0.11% Maintained
1870
Brandes Investment Partners
Brandes Investment Partners
California
$271K -$666K 1 0.01% Reduced
1871
OWA
One Wealth Advisors
California
$271K +$8.42K 1 0.06% Increased
1872
AWM
Accurate Wealth Management
Florida
$271K +$252K 11 0.1% Increased
1873
PFS
Physicians Financial Services
North Carolina
$271K $0 1 0.12% Maintained
1874
Montag & Associates
Montag & Associates
Georgia
$270K -$3.26K 6 0.02% Reduced
1875
GIM
Greylin Investment Management
Virginia
$270K -$5.8K 1 0.05% Reduced