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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
HMS
Hanseatic Management Services
New Mexico
$2K $0 1 0% Maintained
1927
HCM
Hilton Capital Management
New York
$2K -$1.2K 1 0% Reduced
1928
LGWM
Litman Gregory Wealth Management
California
$2K -$2.2K 1 0% Reduced
1929
SAM
Shamrock Asset Management
Texas
$2K +$2.1K 1 0% New
1930
AP
Atwood & Palmer
Missouri
$1K $0 1 0% Maintained
1931
ACM
AUA Capital Management
Pennsylvania
$1K $0 1 0% Maintained
1932
CIR
Clear Investment Research
Georgia
$1K $0 3 0% Maintained
1933
CPA
Cowen Prime Advisors
New York
$1K $0 1 0% Maintained
1934
NR
Newfound Research
Massachusetts
$1K $0 1 0% Maintained
1935
RWG
Regal Wealth Group
California
$1K $0 1 0% Maintained
1936
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$0 -$261K 0 – Closed
1937
Advent Capital Management
Advent Capital Management
New York
$0 -$5.31M 0 – Closed
1938
AWA
Alaska Wealth Advisors
Alaska
$0 -$248K 0 – Closed
1939
ACM
Alethea Capital Management
Washington
$0 -$1.89M 0 – Closed
1940
AMM
American Money Management
California
$0 -$398K 0 – Closed
1941
AAM
AMI Asset Management
California
$0 -$34.8M 0 – Closed
1942
AFM
Anson Funds Management
Texas
$0 -$1.47M 0 – Closed
1943
AWMF
Arbor Wealth Management (Florida)
Florida
$0 -$10K 0 – Closed
1944
ABP
Arthur B. Page
$0 -$459K 0 – Closed
1945
AC
Avestar Capital
New York
$0 -$65K 0 – Closed
1946
AIM
Axiom Investment Management
New York
$0 -$878K 0 – Closed
1947
BCM
BBT Capital Management
Texas
$0 -$1.12M 0 – Closed
1948
BUB
BBVA USA Bancshares
Texas
$0 -$1.62M 0 – Closed
1949
B
Bellecapital
Switzerland
$0 -$3.29M 0 – Closed
1950
BCP
Berylson Capital Partners
Massachusetts
$0 -$4.73M 0 – Closed
76 77
78
79 80