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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
1901
AA
Alta Advisers
United Kingdom
$620K $0 1 0.14% Maintained
1902
CC
Courier Capital
New York
$620K -$3.05K 2 0.03% Reduced
1903
CSPIA
Cary Street Partners Investment Advisory
Virginia
$619K -$238K 2 0.13% Reduced
1904
AFP
Ausdal Financial Partners
Iowa
$617K -$36K 1 0.02% Reduced
1905
ML
McAdam LLC
Pennsylvania
$617K +$193K 3 0.02% Increased
1906
HCM
HMS Capital Management
Tennessee
$616K -$529K 1 0.23% Reduced
1907
CAM
Covenant Asset Management
New Jersey
$615K +$25.8K 1 0.1% Increased
1908
WAP
Wealthcare Advisory Partners
Pennsylvania
$611K -$97.6K 2 0.01% Reduced
1909
GSWM
Golden State Wealth Management
California
$611K -$70K 6 0.06% Reduced
1910
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$609K +$567K 1 0.02% New
1911
BMWM
Brown Miller Wealth Management
Virginia
$609K +$124K 1 0.15% Increased
1912
FMP
Financial Management Professionals
Texas
$607K +$13.9K 14 0.06% Increased
1913
CWM
Centurion Wealth Management
Virginia
$607K +$230K 2 0.15% Increased
1914
LWM
Lifetime Wealth Management
Texas
$606K +$1.72K 1 0.35% Increased
1915
Evelyn Partners
Evelyn Partners
$604K +$626K 2 0% New
1916
SL
Summitry LLC
California
$603K +$163K 2 0.02% Increased
1917
HIC
Hartline Investment Corp
Illinois
$602K $0 1 0.05% Maintained
1918
RSVP
Ramsay Stattman Vela & Price
Colorado
$602K -$147K 1 0.11% Reduced
1919
Forum Financial Management
Forum Financial Management
Illinois
$601K +$27.9K 2 0.01% Increased
1920
DIM
Delta Investment Management
California
$601K +$634 2 0.1% Increased
1921
HP
Havemeyer Place
Connecticut
$599K -$2.09M 2 0.06% Reduced
1922
NPT
Nixon Peabody Trust
Massachusetts
$598K $0 2 0.04% Maintained
1923
BF
Brucke Financial
Indiana
$595K +$53.3K 1 0.26% Increased
1924
FAG
Fortitude Advisory Group
Washington
$594K +$236K 2 0.23% Increased
1925
NG
Novem Group
New York
$592K -$1.08M 1 0.06% Reduced