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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
1951
VWA
V Wealth Advisors
Kansas
$206K -$3.95K 1 0.03% Reduced
1952
BAM
Bellevue Asset Management
Washington
$205K -$1.91K 3 0.13% Reduced
1953
AP
Appleton Partners
Massachusetts
$204K -$42.4K 1 0.02% Reduced
1954
BI
Ballast Inc
Kentucky
$204K +$2.97K 1 0.09% Increased
1955
IP
Investment Partners
Ohio
$204K -$7.36K 1 0.09% Reduced
1956
AL
Arnhold LLC
New York
$203K +$194K 1 0.02% New
1957
BHWM
Bar Harbor Wealth Management
New Hampshire
$203K +$5.3K 1 0.02% Increased
1958
EPA
Element Pointe Advisors
Florida
$203K $0 1 0.07% Maintained
1959
MAG
Mayfair Advisory Group
Alabama
$203K +$210K 1 0.31% New
1960
FNBOMD
First National Bank of Mount Dora
Florida
$202K $0 1 0.07% Maintained
1961
IWA
Intercontinental Wealth Advisors
Texas
$202K -$37.7K 1 0.05% Reduced
1962
KFA
Kelleher Financial Advisors
New York
$202K +$17K 1 0.09% Increased
1963
MIM
MTM Investment Management
South Carolina
$202K $0 1 0.11% Maintained
1964
BFC
Blue Fin Capital
Rhode Island
$201K $0 1 0.06% Maintained
1965
BFPW
BOK Financial Private Wealth
Colorado
$201K -$2.55K 1 0.02% Reduced
1966
CWM
Campbell Wealth Management
Virginia
$201K +$208K 1 0.03% New
1967
KJHP
K.J. Harrison & Partners
Ontario, Canada
$201K -$16.4K 1 0.03% Reduced
1968
LCS
Levin Capital Strategies
New York
$200K -$512K 2 0.02% Reduced
1969
T
TNF
Montana
$199K +$249K 1 0.09% New
1970
AF
Arrow Financial
New York
$198K $0 1 0.03% Maintained
1971
CB
CNB Bank
Pennsylvania
$197K -$35.3K 2 0.12% Reduced
1972
FPFS
First Personal Financial Services
North Carolina
$197K +$2.92K 3 0.05% Increased
1973
SCA
Salient Capital Advisors
Texas
$197K +$197K 1 0.01% New
1974
CFD
Creative Financial Designs
Indiana
$196K -$1.23K 5 0.03% Reduced
1975
Magellan Asset Management
Magellan Asset Management
Australia
$195K -$41.1K 1 0% Reduced