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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
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$283K -$69.2K 1 0.03% Reduced
1902
OCM
Orion Capital Management
California
$282K -$93.9K 1 0.15% Reduced
1903
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$282K -$181 1 0.01% Reduced
1904
FG
Formula Growth
Quebec, Canada
$281K -$1.95M 1 0.09% Reduced
1905
PFS
Physicians Financial Services
North Carolina
$281K $0 1 0.1% Maintained
1906
Key Financial Inc
Key Financial Inc
Pennsylvania
$281K -$16.9K 10 0.07% Reduced
1907
CAM
Concorde Asset Management
Michigan
$281K +$215K 1 0.19% Increased
1908
LCG
Lynx Capital Group
Ohio
$280K $0 1 0.19% Maintained
1909
Vicus Capital
Vicus Capital
Pennsylvania
$279K +$269K 1 0.03% New
1910
CIM
Contravisory Investment Management
Massachusetts
$278K +$2.15K 2 0.06% Increased
1911
WPA
West Paces Advisors
Georgia
$278K -$10.1K 4 0.07% Reduced
1912
LSWM
Lorne Steinberg Wealth Management
Canada
$277K $0 1 0.09% Maintained
1913
Parcion Private Wealth
Parcion Private Wealth
Washington
$276K $0 1 0.02% Maintained
1914
LAS
LWM Advisory Services
Florida
$276K +$481 1 0.22% Increased
1915
CSC
Caldwell Sutter Capital
California
$275K +$25.4K 6 0.13% Increased
1916
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$275K +$24K 1 0.04% Increased
1917
BCFD
Boit C.F. David
$275K $0 1 0.15% Maintained
1918
HCA
Horan Capital Advisors
Ohio
$274K $0 1 0.1% Maintained
1919
WKWM
Walter & Keenan Wealth Management
Indiana
$274K -$872K 1 0.09% Reduced
1920
CG
Cutler Group
California
$272K +$188K 2 0.09% Increased
1921
True North Advisors
True North Advisors
Texas
$271K -$206K 1 0.07% Reduced
1922
Polymer Capital Management (HK)
Polymer Capital Management (HK)
Hong Kong
$270K +$251K 1 0.07% New
1923
Montecito Bank & Trust
Montecito Bank & Trust
California
$270K +$8.37K 1 0.05% Increased
1924
HC
Hara Capital
Washington
$269K $0 1 0.16% Maintained
1925
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$269K -$4.55K 1 0.03% Reduced