← 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
1951
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$202K +$202K 1 0.06% New
1952
CCT
Capital City Trust
Florida
$201K -$16K 1 0.06% Reduced
1953
DWM
Darwin Wealth Management
Florida
$201K -$7.98K 1 0.04% Reduced
1954
IWA
Intercontinental Wealth Advisors
Texas
$201K +$214K 1 0.04% New
1955
KFA
Kelleher Financial Advisors
New York
$201K +$192K 1 0.13% New
1956
WIA
Westbourne Investment Advisors
Maryland
$201K -$5.99K 1 0.1% Reduced
1957
DIM
Delta Investment Management
California
$200K $0 1 0.06% Maintained
1958
GSAM
Grant Street Asset Management
Pennsylvania
$200K +$21.2K 2 0.11% Increased
1959
SP
Successful Portfolios
Florida
$200K -$21.9K 1 0.13% Reduced
1960
AWM
Atticus Wealth Management
Florida
$198K $0 3 0.09% Maintained
1961
ASBI
American State Bank (Iowa)
Iowa
$198K $0 1 0.17% Maintained
1962
MWM
Mascoma Wealth Management
New Hampshire
$197K +$188K 2 0.08% New
1963
BWM
BerganKDV Wealth Management
Minnesota
$196K -$7.14K 8 0.03% Reduced
1964
CT
Clearstead Trust
Maine
$196K -$48K 2 0.15% Reduced
1965
Magellan Asset Management
Magellan Asset Management
Australia
$195K -$39K 1 0% Reduced
1966
SFP
Sterling Financial Planning
New Jersey
$195K $0 2 0.14% Maintained
1967
FCA
FinTrust Capital Advisors
South Carolina
$192K +$473 6 0.06% Increased
1968
WPA
West Paces Advisors
Georgia
$190K $0 3 0.08% Maintained
1969
GAM
Gemmer Asset Management
California
$189K -$23K 12 0.03% Reduced
1970
UFF
USA Financial Formulas
Michigan
$189K -$817K 2 0.15% Reduced
1971
MCM
McMillion Capital Management
North Carolina
$186K -$7K 1 0.11% Reduced
1972
VRM
Vectors Research Management
New York
$183K -$777K 2 0.05% Reduced
1973
LFF
Level Four Financial
Texas
$178K +$105K 1 0.08% Increased
1974
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$178K $0 2 0.01% Maintained
1975
WWM
Wolff Wiese Magana
California
$177K +$13.5K 7 0.14% Increased