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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
CCM
Connective Capital Management
California
$250K +$505K 1 0.21% New
1952
ITIM
Indiana Trust & Investment Management
Indiana
$249K $0 1 0.11% Maintained
1953
FC
Financial Council
Maryland
$249K $0 1 0.17% Maintained
1954
HC
Hara Capital
Washington
$248K +$228K 1 0.17% New
1955
I
IMPACTfolio
Colorado
$248K +$9.02K 1 0.16% Increased
1956
GIM
Greylin Investment Management
Virginia
$247K -$7.36K 1 0.04% Reduced
1957
FFWM
Future Financial Wealth Management
Ohio
$245K $0 1 0.24% Maintained
1958
Institute for Wealth Management
Institute for Wealth Management
Colorado
$245K +$283K 1 0.04% New
1959
T
Tidemark
California
$245K +$220K 4 0.15% New
1960
Convergence Investment Partners
Convergence Investment Partners
Florida
$245K +$236K 1 0.13% New
1961
MFFIA
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$245K $0 1 0.2% Maintained
1962
RSA
River Street Advisors
Illinois
$243K +$15.4K 1 0.19% Increased
1963
SC
Searle & Co
Connecticut
$243K +$223K 1 0.07% New
1964
FCB
First County Bank
Connecticut
$243K -$13.9K 1 0.12% Reduced
1965
BMC
Beaton Management Company
Massachusetts
$242K $0 1 0.14% Maintained
1966
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$242K -$204K 1 0.04% Reduced
1967
CCB
Cutter & Co Brokerage
Missouri
$241K +$16K 1 0.07% Increased
1968
Montecito Bank & Trust
Montecito Bank & Trust
California
$240K -$33.1K 1 0.05% Reduced
1969
BC
Bowman & Company
Wisconsin
$240K -$19.4K 1 0.17% Reduced
1970
MC
Mayo Clinic
Minnesota
$239K $0 1 1.48% Maintained
1971
CSC
Caldwell Sutter Capital
California
$239K +$6.73K 6 0.12% Increased
1972
VCG
Vantage Consulting Group
Virginia
$238K -$22.2K 1 0.16% Reduced
1973
Legacy Advisors
Legacy Advisors
Pennsylvania
$237K +$256K 1 0.03% New
1974
Norden Group
Norden Group
Utah
$237K -$58.7K 2 0.04% Reduced
1975
SIAG
Safeguard Investment Advisory Group
California
$237K +$2K 1 0.09% Increased