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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
GC
Guidance Capital
Kentucky
$227K -$183K 1 0.1% Reduced
1927
HH
Hilltop Holdings
Texas
$227K -$107K 1 0.03% Reduced
1928
JCM
Jacobi Capital Management
Pennsylvania
$227K +$2.46K 1 0.03% Increased
1929
FIBT
First International Bank & Trust
North Dakota
$225K -$198K 1 0.08% Reduced
1930
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K +$105K 4 0% Increased
1931
BMC
Beaton Management Company
Massachusetts
$223K $0 1 0.14% Maintained
1932
Marex Group
Marex Group
$222K -$12.7M 1 0.03% Reduced
1933
HAIM
Hunter Associates Investment Management
Pennsylvania
$221K $0 1 0.04% Maintained
1934
MWM
Mascoma Wealth Management
New Hampshire
$220K $0 2 0.07% Maintained
1935
HWA
Hilltop Wealth Advisors
North Carolina
$220K $0 1 0.17% Maintained
1936
RPWA
Regent Peak Wealth Advisors
Georgia
$219K +$212K 1 0.07% New
1937
WAP
Wealthcare Advisory Partners
Pennsylvania
$219K +$2.92K 2 0.01% Increased
1938
FB
First Bancorp
Maine
$218K $0 1 0.19% Maintained
1939
WOC
West Oak Capital
California
$218K $0 2 0.11% Maintained
1940
CBT
CoreFirst Bank & Trust
Kansas
$217K +$8.75K 2 0.15% Increased
1941
WIA
Westbourne Investment Advisors
Maryland
$217K +$209K 1 0.1% New
1942
I
IMPACTfolio
Colorado
$217K $0 1 0.16% Maintained
1943
FWM
FFT Wealth Management
Pennsylvania
$216K -$22.1K 1 0.03% Reduced
1944
WIM
WealthPlan Investment Management
Nebraska
$216K +$11.5K 1 0.04% Increased
1945
OFS
OneAscent Financial Services
Alabama
$216K -$57.8K 1 0.06% Reduced
1946
CT
Chicago Trust
Illinois
$216K -$12K 1 0.05% Reduced
1947
Index Fund Advisors
Index Fund Advisors
California
$216K +$230K 1 0.01% New
1948
CAAS
Capital Asset Advisory Services
Michigan
$215K -$48.1K 1 0.01% Reduced
1949
GIA
GHP Investment Advisors
Colorado
$215K +$5.08K 5 0.01% Increased
1950
RWMH
Riverpoint Wealth Management Holdings
Illinois
$215K $0 1 0.07% Maintained