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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
MWM
Mascoma Wealth Management
New Hampshire
$219K $0 2 0.08% Maintained
1927
NorthRock Partners
NorthRock Partners
Minnesota
$219K -$6.32K 1 0.03% Reduced
1928
CreativeOne Wealth
CreativeOne Wealth
Kansas
$218K -$554K 1 0.01% Reduced
1929
HCA
Horan Capital Advisors
Ohio
$218K $0 1 0.11% Maintained
1930
SCM
Sio Capital Management
New York
$218K $0 1 0.07% Maintained
1931
SAM
SP Asset Management
California
$218K +$4.77K 1 0.03% Increased
1932
SWM
Stockman Wealth Management
Montana
$218K $0 1 0.06% Maintained
1933
LCS
Levin Capital Strategies
New York
$217K +$15.7K 1 0.03% Increased
1934
SNS Financial Group
SNS Financial Group
Minnesota
$217K $0 1 0.03% Maintained
1935
D
Diversified
Delaware
$216K +$2.35K 1 0.11% Increased
1936
WIA
Westbourne Investment Advisors
Maryland
$216K $0 1 0.11% Maintained
1937
HAIM
Hunter Associates Investment Management
Pennsylvania
$215K -$237K 1 0.06% Reduced
1938
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$215K -$812K 4 0.03% Reduced
1939
RPWA
Regent Peak Wealth Advisors
Georgia
$215K +$973 1 0.08% Increased
1940
AI
AXS Investments
New York
$214K -$2.94M 1 0.08% Reduced
1941
CBT
CoreFirst Bank & Trust
Kansas
$214K -$13.6K 2 0.18% Reduced
1942
SRG
SBB Research Group
Illinois
$213K +$214K 1 0.3% New
1943
FFWM
Future Financial Wealth Management
Ohio
$212K +$235K 1 0.24% New
1944
PWMG
Prestige Wealth Management Group
New Jersey
$212K +$18.4K 10 0.06% Increased
1945
Empowered Funds
Empowered Funds
Pennsylvania
$211K +$260K 1 0.02% New
1946
FB
First Bancorp
Maine
$211K +$222K 1 0.19% New
1947
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$211K +$21.1K 1 0.17% Increased
1948
Klingman & Associates
Klingman & Associates
New York
$211K +$243K 1 0.02% New
1949
IIA
IPG Investment Advisors
California
$211K +$211K 1 0.06% New
1950
HWA
Hilltop Wealth Advisors
North Carolina
$210K $0 1 0.22% Maintained