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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
PHS
Pekin Hardy Strauss
Illinois
$210K -$25.7K 1 0.03% Reduced
1952
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$209K +$6.25K 1 0.01% Increased
1953
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$209K -$354K 1 0.01% Reduced
1954
RP
Rice Partnership
Hawaii
$209K $0 1 0.07% Maintained
1955
WFI
West Family Investments
California
$209K $0 1 0.09% Maintained
1956
BMC
Beaton Management Company
Massachusetts
$207K $0 1 0.16% Maintained
1957
CCB
Cutter & Co Brokerage
Missouri
$207K -$352K 1 0.08% Reduced
1958
First National Trust
First National Trust
Pennsylvania
$207K -$7.3K 1 0.01% Reduced
1959
WOC
West Oak Capital
California
$207K -$8.6K 2 0.11% Reduced
1960
CFP
Curran Financial Partners
South Carolina
$206K +$206K 1 0.1% New
1961
V
VeraBank
Texas
$206K $0 1 0.13% Maintained
1962
Park National Corp
Park National Corp
Ohio
$205K -$40.2K 1 0.01% Reduced
1963
RWMH
Riverpoint Wealth Management Holdings
Illinois
$205K $0 1 0.09% Maintained
1964
OWA
Opal Wealth Advisors
New York
$204K +$7.7K 1 0.15% Increased
1965
TIA
Trust Investment Advisors
Indiana
$203K +$204K 1 0.21% New
1966
CHP
Cable Hill Partners
Oregon
$202K -$54.3K 1 0.04% Reduced
1967
CPC
Congress Park Capital
New York
$202K -$60K 1 0.12% Reduced
1968
WTA
Washington Trust Advisors
Massachusetts
$202K -$37.1K 5 0.02% Reduced
1969
CIA
Caerus Investment Advisors
Texas
$201K $0 1 0.25% Maintained
1970
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$198K $0 1 0.34% Maintained
1971
CFD
Creative Financial Designs
Indiana
$197K +$22.4K 5 0.03% Increased
1972
EWM
Evermay Wealth Management
Virginia
$197K -$3K 2 0.04% Reduced
1973
CT
Clearstead Trust
Maine
$196K $0 1 0.07% Maintained
1974
FFVM
Founders Fund V Management
California
$196K $0 1 4.98% Maintained
1975
SSB
Sandy Spring Bank
Maryland
$196K -$58K 5 0.01% Reduced