← All themes

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
MVA
Mount Vernon Associates
Maryland
$205K $0 1 0.22% Maintained
1902
Brighton Jones LLC
Brighton Jones LLC
Washington
$203K +$192K 1 0.01% New
1903
SFG
SevenBridge Financial Group
Pennsylvania
$203K +$192K 1 0.08% New
1904
WIA
Westbourne Investment Advisors
Maryland
$203K $0 1 0.12% Maintained
1905
EWA
ERTS Wealth Advisors
Michigan
$202K +$190K 1 0.07% New
1906
AOWM
Alpha Omega Wealth Management
Virginia
$201K +$189K 1 0.03% New
1907
BWM
BerganKDV Wealth Management
Minnesota
$201K +$33.1K 8 0.03% Increased
1908
GIA
GHP Investment Advisors
Colorado
$201K +$190K 1 0.02% New
1909
HR
Hardy Reed
Mississippi
$200K +$182K 1 0.04% New
1910
PB
Pinnacle Bancorp
Nebraska
$200K -$5.77K 5 0.12% Reduced
1911
DIM
Delta Investment Management
California
$199K $0 1 0.06% Maintained
1912
NP
Ninepoint Partners
Ontario, Canada
$197K +$175K 1 0.08% New
1913
FMP
Financial Management Professionals
Texas
$196K -$5.03K 5 0.05% Reduced
1914
RIM
Rockbridge Investment Management
New York
$196K -$2.91K 4 0.04% Reduced
1915
AWM
Atticus Wealth Management
Florida
$194K +$1.25K 3 0.1% Increased
1916
MCM
McMillion Capital Management
North Carolina
$194K +$6.76K 4 0.12% Increased
1917
ASBI
American State Bank (Iowa)
Iowa
$194K +$196K 1 0.18% New
1918
CWM
Curi Wealth Management
North Carolina
$190K +$181K 4 0.14% New
1919
SFP
Sterling Financial Planning
New Jersey
$190K +$178K 2 0.15% New
1920
FCA
FinTrust Capital Advisors
South Carolina
$189K -$6.67K 6 0.06% Reduced
1921
VBCG
Valley Brook Capital Group
Pennsylvania
$188K +$180K 4 0.19% New
1922
FWM
Focused Wealth Management
New York
$187K -$6.53K 6 0.04% Reduced
1923
WPA
West Paces Advisors
Georgia
$185K -$2.54K 3 0.08% Reduced
1924
LPIC
LeJeune Puetz Investment Counsel
Michigan
$183K +$168K 1 0.08% New
1925
AWG
Altus Wealth Group
Colorado
$181K +$171K 6 0.17% New