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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
1926
TA
Tectonic Advisors
Texas
$590K +$7.37K 1 0.03% Increased
1927
OR
Olympiad Research
Connecticut
$588K +$360K 1 1.22% New
1928
VWA
Visionary Wealth Advisors
Illinois
$585K +$1.27K 1 0.02% Increased
1929
AGM
Alpine Global Management
New York
$581K +$154K 2 0.09% Increased
1930
PP
Pingora Partners
Wyoming
$581K -$162K 1 0.34% Reduced
1931
RGC
Roberts, Glore & Co
Illinois
$580K -$4.82K 1 0.14% Reduced
1932
OWCM
One Wealth Capital Management
Arizona
$579K +$586K 2 0.16% New
1933
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$577K +$412K 4 0.01% Increased
1934
AAM
AR Asset Management
California
$577K $0 1 0.11% Maintained
1935
MIM
MTM Investment Management
South Carolina
$577K -$21.4K 6 0.16% Reduced
1936
EFG
Everest Financial Group
Minnesota
$574K -$11K 1 0.08% Reduced
1937
CTA
Colonial Trust Advisors
South Carolina
$573K +$13.1K 4 0.04% Increased
1938
MS
Madden Securities
Texas
$572K $0 1 0.16% Maintained
1939
SWP
Strategic Wealth Partners
Ohio
$571K +$9.31K 10 0.04% Increased
1940
AWA
Arete Wealth Advisors
Illinois
$571K -$171K 1 0.04% Reduced
1941
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$570K -$125K 1 0.01% Reduced
1942
DSC
Duncker Streett & Co
Missouri
$568K $0 3 0.1% Maintained
1943
HI
Hudock Inc
Pennsylvania
$568K +$634 1 0.07% Increased
1944
HWA
Hilltop Wealth Advisors
North Carolina
$565K +$7.21K 2 0.28% Increased
1945
FMLI
Fukoku Mutual Life Insurance
Japan
$563K $0 1 0.03% Maintained
1946
RPGNY
Retirement Planning Group (New York)
New York
$562K -$211 1 0.31% Reduced
1947
AWA
ARQ Wealth Advisors
Arizona
$561K -$29.8K 1 0.07% Reduced
1948
AFM
Abbot Financial Management
Massachusetts
$559K $0 1 0.19% Maintained
1949
BF
bLong Financial
Tennessee
$556K $0 1 0.36% Maintained
1950
BAM
Bayshore Asset Management
Florida
$553K $0 1 0.2% Maintained