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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
1876
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$655K +$44K 1 0.02% Increased
1877
LCG
Lynx Capital Group
Ohio
$653K $0 1 0.26% Maintained
1878
EWS
Evergreen Wealth Solutions
Pennsylvania
$651K +$59K 1 0.03% Increased
1879
PFA
Peak Financial Advisors
Colorado
$650K +$2.95K 1 0.27% Increased
1880
LBC
Lowe Brockenbrough & Co
Virginia
$647K +$49.2K 1 0.03% Increased
1881
LG
Leuthold Group
Minnesota
$647K $0 1 0.07% Maintained
1882
OFS
OneAscent Financial Services
Alabama
$646K +$266K 2 0.03% Increased
1883
GWI
Grace & White Inc
New York
$646K $0 1 0.1% Maintained
1884
FFA
First Foundation Advisors
California
$645K +$103K 1 0.02% Increased
1885
SR
Swiss Re
Switzerland
$644K +$498K 2 0.06% Increased
1886
OAM
Oxford Asset Management
United Kingdom
$642K +$358K 2 0.32% Increased
1887
WAM
Wakefield Asset Management
Colorado
$642K +$15.6K 1 0.14% Increased
1888
CFO
Cambient Family Office
Michigan
$641K -$111K 2 0.08% Reduced
1889
FFG
Fortem Financial Group
California
$639K +$213K 2 0.13% Increased
1890
HBT
Heartland Bank & Trust
Illinois
$639K -$8.03K 1 0.13% Reduced
1891
RYIA
Roehl & Yi Investment Advisors
Oregon
$639K +$18.8K 1 0.21% Increased
1892
BWM
Baron Wealth Management
Michigan
$635K +$126K 2 0.16% Increased
1893
AAM
AMI Asset Management
California
$635K +$546K 1 0.04% New
1894
CFGA
Cambridge Financial Group (Arizona)
Arizona
$633K $0 2 0.2% Maintained
1895
AOWM
Asset One Wealth Management
Washington
$632K +$109K 2 0.07% Increased
1896
WC
Wexford Capital
Florida
$632K $0 1 0.08% Maintained
1897
SC
Shearwater Capital
Colorado
$631K $0 1 0.3% Maintained
1898
KAS
Kemnay Advisory Services
New York
$629K -$19.3K 16 0.08% Reduced
1899
TRIA
Trail Ridge Investment Advisors
Colorado
$625K -$46.6K 1 0.26% Reduced
1900
LAM
LECAP Asset Management
United Kingdom
$623K -$1.79M 1 0.27% Reduced