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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
MFFIA
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$221K -$28.5K 1 0.19% Reduced
1927
RWMH
Riverpoint Wealth Management Holdings
Illinois
$221K $0 1 0.08% Maintained
1928
SSB
Sandy Spring Bank
Maryland
$221K -$2.64K 4 0.01% Reduced
1929
SCP
Shorepoint Capital Partners
Massachusetts
$220K -$3.18M 1 0.06% Reduced
1930
SS
Sunbelt Securities
Texas
$219K +$221K 9 0.04% New
1931
GFPC
Global Financial Private Client
Florida
$219K +$13.6K 4 0.11% Increased
1932
FCA
Fortis Capital Advisors
Kansas
$218K +$93K 6 0.12% Increased
1933
RPWA
Regent Peak Wealth Advisors
Georgia
$217K -$5.44K 1 0.07% Reduced
1934
RI
Ridgewood Investments
New Jersey
$217K +$214K 5 0.13% New
1935
MWC
MBM Wealth Consultants
Missouri
$217K -$3K 1 0.09% Reduced
1936
CT
Clearstead Trust
Maine
$217K -$1.16K 1 0.07% Reduced
1937
MCIA
Mountain Capital Investment Advisors
Colorado
$216K $0 1 0.1% Maintained
1938
WIA
Westbourne Investment Advisors
Maryland
$216K $0 1 0.1% Maintained
1939
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$215K $0 1 0.03% Maintained
1940
NRC
New Republic Capital
North Carolina
$215K +$217K 1 0.16% New
1941
CAM
Concorde Asset Management
Michigan
$215K -$38.1K 1 0.25% Reduced
1942
AAG
Armstrong Advisory Group
Massachusetts
$215K -$1.63K 4 0.03% Reduced
1943
RTC
Riverview Trust Company
Washington
$213K +$7.25K 7 0.2% Increased
1944
JSP
Jackson Square Partners
California
$213K +$12.9K 1 0.01% Increased
1945
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$213K +$217K 1 0.01% New
1946
SFC
SYM Financial Corp
Indiana
$212K $0 1 0.05% Maintained
1947
E Fund Management
E Fund Management
China
$211K -$7.42K 1 0.02% Reduced
1948
TLA
Tanglewood Legacy Advisors
Texas
$211K $0 1 0.13% Maintained
1949
HWM
HighMark Wealth Management
Minnesota
$210K +$195K 8 0.16% Increased
1950
OWA
Opal Wealth Advisors
New York
$210K -$32.2K 1 0.12% Reduced