← 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
TA
TrueWealth Advisors
Alabama
$237K +$237K 1 0.1% New
1902
CoreCap Advisors
CoreCap Advisors
Michigan
$237K -$16.4K 1 0.02% Reduced
1903
BC
Bowman & Company
Wisconsin
$237K +$82 1 0.19% Increased
1904
GBT
Grove Bank & Trust
Florida
$236K +$81.3K 7 0.05% Increased
1905
WCM
Whitener Capital Management
North Carolina
$236K $0 1 0.09% Maintained
1906
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$236K $0 1 0.01% Maintained
1907
GIM
Greylin Investment Management
Virginia
$235K -$3.17K 1 0.04% Reduced
1908
GWM
GSB Wealth Management
Connecticut
$235K +$1.41K 1 0.08% Increased
1909
CAM
Concorde Asset Management
Michigan
$234K $0 1 0.21% Maintained
1910
SAG
Spotlight Asset Group
Illinois
$234K +$83.6K 3 0.21% Increased
1911
HCA
Horan Capital Advisors
Ohio
$234K $0 1 0.09% Maintained
1912
TF
Tompkins Financial
New York
$233K -$2.84K 3 0.04% Reduced
1913
IAIM
International Assets Investment Management
Florida
$232K +$193K 2 0.03% Increased
1914
CCT
Capital City Trust
Florida
$231K $0 1 0.08% Maintained
1915
ITIM
Indiana Trust & Investment Management
Indiana
$230K $0 1 0.12% Maintained
1916
ASBI
American State Bank (Iowa)
Iowa
$230K $0 1 0.16% Maintained
1917
BPFA
Barnes Pettey Financial Advisors
Mississippi
$230K $0 1 0.21% Maintained
1918
WA
WESPAC Advisors
California
$229K +$221K 1 0.17% New
1919
GWAG
Garrett Wealth Advisory Group
Texas
$228K -$1.71K 1 0.1% Reduced
1920
HIC
Hartline Investment Corp
Illinois
$228K $0 1 0.04% Maintained
1921
KP
Keel Point
Alabama
$228K +$6K 1 0.03% Increased
1922
JWM
Janiczek Wealth Management
Colorado
$228K -$14.6K 9 0.06% Reduced
1923
OP
ORG Partners
Indiana
$228K -$650K 7 0.07% Reduced
1924
PWP
Principle Wealth Partners
Connecticut
$227K -$17.8K 1 0.02% Reduced
1925
FCCM
First City Capital Management
Georgia
$227K -$3.45K 1 0.14% Reduced