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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
CA
Claro Advisors
Massachusetts
$217K +$209K 1 0.11% New
1927
BHWM
Bar Harbor Wealth Management
New Hampshire
$215K -$238K 1 0.02% Reduced
1928
RCAG
Rehmann Capital Advisory Group
Michigan
$214K +$195K 1 0.02% New
1929
Brighton Jones LLC
Brighton Jones LLC
Washington
$214K +$3.1K 1 0.01% Increased
1930
BAM
Bellevue Asset Management
Washington
$213K -$8.07K 5 0.13% Reduced
1931
YIA
YHB Investment Advisors
Connecticut
$213K -$131K 1 0.02% Reduced
1932
Flow Traders U.S.
Flow Traders U.S.
New York
$211K +$208K 1 0.01% New
1933
SFG
SevenBridge Financial Group
Pennsylvania
$211K $0 1 0.08% Maintained
1934
EWA
ERTS Wealth Advisors
Michigan
$210K $0 1 0.06% Maintained
1935
MVA
Mount Vernon Associates
Maryland
$210K $0 1 0.21% Maintained
1936
Perigon Wealth Management
Perigon Wealth Management
California
$210K -$221K 1 0.02% Reduced
1937
GIA
GHP Investment Advisors
Colorado
$209K $0 1 0.02% Maintained
1938
GIA
Guyasuta Investment Advisors
Pennsylvania
$209K +$208K 1 0.02% New
1939
EPAM
Euro Pacific Asset Management
Puerto Rico
$208K +$210K 1 0.05% New
1940
M
MOTCO
Texas
$208K -$80.6K 3 0.01% Reduced
1941
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$207K $0 1 0.05% Maintained
1942
HCM
Hollencrest Capital Management
California
$206K -$52K 1 0.02% Reduced
1943
OIM
Oder Investment Management
California
$206K -$6K 1 0.28% Reduced
1944
BOH
Bank of Hawaii
Hawaii
$205K +$197K 1 0.01% New
1945
MSR
Main Street Research
Connecticut
$205K +$204K 1 0.02% New
1946
MIC
Means Investment Company
Maine
$205K $0 1 0.05% Maintained
1947
MJRIC
Mogy Joel R Investment Counsel
California
$205K +$204K 1 0.02% New
1948
Karpus Investment Management
Karpus Investment Management
New York
$204K +$210K 1 0.01% New
1949
Simplicity Solutions
Simplicity Solutions
Minnesota
$204K -$6.36M 1 0.04% Reduced
1950
VBCG
Valley Brook Capital Group
Pennsylvania
$203K +$3.87K 4 0.18% Increased