← 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
1926
FCCM
First City Capital Management
Georgia
$252K -$309K 1 0.14% Reduced
1927
PFA
Pathway Financial Advisors
Vermont
$252K +$234K 1 0.09% New
1928
KJHP
K.J. Harrison & Partners
Ontario, Canada
$251K +$25.2K 1 0.04% Increased
1929
YC
Yarbrough Capital
Tennessee
$251K +$249K 1 0.01% New
1930
M
MOTCO
Texas
$250K +$13.2K 3 0.02% Increased
1931
MBT
Montecito Bank & Trust
California
$248K +$23.6K 1 0.04% Increased
1932
AIA
Angeles Investment Advisors
California
$247K +$23.4K 1 0.01% Increased
1933
TCM
Teza Capital Management
Illinois
$247K -$20.4K 1 0.07% Reduced
1934
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$246K $0 3 0.07% Maintained
1935
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$245K +$22.9K 4 0.01% Increased
1936
Simplify Asset Management
Simplify Asset Management
Nevada
$245K +$234K 1 0.01% New
1937
TPWM
Twelve Points Wealth Management
Massachusetts
$245K +$238K 1 0.2% New
1938
CT
Chicago Trust
Illinois
$244K -$3.41K 1 0.05% Reduced
1939
Phoenix Financial
Phoenix Financial
Israel
$244K -$55.4K 1 0% Reduced
1940
BI
Ballast Inc
Kentucky
$243K $0 1 0.09% Maintained
1941
JE
JMAC Enterprises
Pennsylvania
$243K +$260K 1 0.06% New
1942
MA
MONECO Advisors
Connecticut
$243K +$250K 1 0.09% New
1943
ASA
Armstrong Shaw Associates
Connecticut
$241K $0 1 0.2% Maintained
1944
ITIM
Indiana Trust & Investment Management
Indiana
$241K -$2.75K 1 0.11% Reduced
1945
KFA
Kelleher Financial Advisors
New York
$241K $0 1 0.13% Maintained
1946
BPFA
Barnes Pettey Financial Advisors
Mississippi
$240K +$234K 1 0.28% New
1947
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$240K -$167 1 0.01% Reduced
1948
QI
Qtron Investments
Massachusetts
$240K $0 1 0.05% Maintained
1949
VWM
Valley Wealth Managers
New Jersey
$240K +$239K 1 0.02% New
1950
PWP
Principle Wealth Partners
Connecticut
$239K -$246K 1 0.03% Reduced