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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
TA
TruWealth Advisors
Louisiana
$270K -$9.47K 1 0.03% Reduced
1877
FAT
First American Trust
California
$270K -$27.5K 1 0.04% Reduced
1878
GIM
Grassi Investment Management
California
$270K $0 1 0.04% Maintained
1879
OWM
OneAscent Wealth Management
Alabama
$270K +$15.9K 1 0.13% Increased
1880
BI
Ballast Inc
Kentucky
$269K $0 1 0.12% Maintained
1881
HI
Hoey Investments
Pennsylvania
$269K -$8.94K 1 0.12% Reduced
1882
TF
Tompkins Financial
New York
$269K -$35K 4 0.04% Reduced
1883
GWM
GSB Wealth Management
Connecticut
$269K -$52.6K 1 0.1% Reduced
1884
CHP
Cable Hill Partners
Oregon
$267K +$18.8K 1 0.05% Increased
1885
SWM
Stockman Wealth Management
Montana
$266K $0 1 0.06% Maintained
1886
HCA
Horan Capital Advisors
Ohio
$266K $0 1 0.12% Maintained
1887
HJIM
Henry James International Management
New York
$265K +$247K 1 0.13% New
1888
NorthRock Partners
NorthRock Partners
Minnesota
$264K +$33.6K 1 0.03% Increased
1889
HAIM
Hunter Associates Investment Management
Pennsylvania
$264K $0 1 0.06% Maintained
1890
B
Bellecapital
Switzerland
$263K $0 1 0.07% Maintained
1891
EWM
Endurance Wealth Management
Rhode Island
$263K $0 3 0.04% Maintained
1892
SA
Syntax Advisors
New York
$263K -$51K 1 0.22% Reduced
1893
TWP
Total Wealth Planning
Ohio
$263K +$270K 1 0.07% New
1894
VCG
Vantage Consulting Group
Virginia
$263K -$51K 1 0.16% Reduced
1895
LSA
Lion Street Advisors
Texas
$261K +$201K 1 0.14% New
1896
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$260K -$9.1M 1 0% Reduced
1897
OFS
OneAscent Financial Services
Alabama
$260K +$33.3K 1 0.11% Increased
1898
PWP
Pursue Wealth Partners
California
$260K $0 1 0.2% Maintained
1899
CBT
CoreFirst Bank & Trust
Kansas
$259K -$1K 1 0.2% Reduced
1900
NF
Nikulski Financial
Iowa
$259K -$11.6K 1 0.12% Reduced