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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
SC
Sierra Capital
Florida
$209K -$22K 1 0.03% Reduced
1952
SageView Advisory Group
SageView Advisory Group
California
$209K -$14.1K 1 0.01% Reduced
1953
Klingman & Associates
Klingman & Associates
New York
$209K $0 1 0.02% Maintained
1954
CT
Chicago Trust
Illinois
$208K +$210K 1 0.05% New
1955
NorthRock Partners
NorthRock Partners
Minnesota
$208K -$43.5K 1 0.02% Reduced
1956
SAM
Sawgrass Asset Management
Florida
$206K +$197K 1 0.03% New
1957
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K +$190K 1 0.02% New
1958
Capstone Investment Advisors
Capstone Investment Advisors
New York
$205K -$1.8M 3 0% Reduced
1959
CFM
Capricorn Fund Managers
United Kingdom
$205K +$206K 1 0.06% New
1960
JGGDR
JGP Global Gestao de Recursos
Brazil
$204K -$69.2K 1 0.21% Reduced
1961
RP
Rice Partnership
Hawaii
$203K $0 1 0.06% Maintained
1962
PWP
Principle Wealth Partners
Connecticut
$203K $0 1 0.02% Maintained
1963
CFP
Curran Financial Partners
South Carolina
$202K -$3.46K 1 0.1% Reduced
1964
V
VeraBank
Texas
$202K -$50K 1 0.09% Reduced
1965
CYG
Clean Yield Group
Vermont
$202K -$7.83K 4 0.09% Reduced
1966
FFWM
Future Financial Wealth Management
Ohio
$201K $0 1 0.22% Maintained
1967
BPFA
Barnes Pettey Financial Advisors
Mississippi
$201K +$203K 1 0.19% New
1968
WA
Waddell & Associates
Tennessee
$200K $0 1 0.03% Maintained
1969
FCB
First Command Bank
Texas
$198K -$8.04K 1 0.02% Reduced
1970
FCFS
First Command Financial Services
Texas
$198K -$8.04K 1 0.02% Reduced
1971
GIA
GHP Investment Advisors
Colorado
$197K -$3.16K 4 0.01% Reduced
1972
Arax Advisory Partners
Arax Advisory Partners
Colorado
$192K -$800 9 0.03% Reduced
1973
SteelPeak Wealth
SteelPeak Wealth
California
$191K +$181K 1 0.01% New
1974
KM
Kalos Management
Georgia
$188K +$205K 4 0.38% New
1975
SGA
Seaport Global Advisors
Massachusetts
$186K +$24.1K 1 0.59% Increased