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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
BAM
Bruderman Asset Management
New York
$230K +$232K 1 0.06% New
1902
IIC
Integrated Investment Consultants
Michigan
$229K -$210K 1 0.08% Reduced
1903
MCM
Mainstay Capital Management
Michigan
$228K +$20.5K 1 0.07% Increased
1904
SNS Financial Group
SNS Financial Group
Minnesota
$228K $0 1 0.03% Maintained
1905
BFC
Bedel Financial Consulting
Indiana
$227K -$142 3 0.09% Reduced
1906
KFS
Kaizen Financial Strategies
California
$227K -$471K 1 0.22% Reduced
1907
CWM
Campbell Wealth Management
Virginia
$226K $0 1 0.03% Maintained
1908
S
SimplyRich
California
$226K $0 1 0.09% Maintained
1909
MPCG
Matrix Private Capital Group
New York
$225K $0 1 0.14% Maintained
1910
SJL
Shayne & Jacobs LLC
Tennessee
$224K $0 1 0.13% Maintained
1911
CWP
CFM Wealth Partners
Texas
$223K -$232K 1 0.07% Reduced
1912
TW
TrinityPoint Wealth
Connecticut
$223K +$210K 1 0.05% New
1913
HFBOT
Home Federal Bank of Tennessee
Tennessee
$222K $0 1 0.08% Maintained
1914
LWM
Laidlaw Wealth Management
New York
$222K -$62K 1 0.08% Reduced
1915
MBTD
Mechanics Bank - Trust Department
California
$222K $0 1 0.04% Maintained
1916
EAM
Exos Asset Management
New York
$221K +$235K 1 0.17% New
1917
IFAM
Institutional & Family Asset Management
Colorado
$221K -$4.9K 6 0.04% Reduced
1918
PP
Palladium Partners
Virginia
$221K $0 1 0.01% Maintained
1919
Brandes Investment Partners
Brandes Investment Partners
California
$219K -$2.08M 2 0.01% Reduced
1920
KJHP
K.J. Harrison & Partners
Ontario, Canada
$219K -$450K 1 0.03% Reduced
1921
RIM
Rockbridge Investment Management
New York
$219K +$10.6K 4 0.04% Increased
1922
AOWM
Alpha Omega Wealth Management
Virginia
$218K $0 1 0.04% Maintained
1923
GSC
Ground Swell Capital
South Carolina
$218K +$211K 1 0.7% New
1924
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$218K -$24.5K 1 0.04% Reduced
1925
BI
Ballast Inc
Kentucky
$217K $0 1 0.1% Maintained