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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
1976
AIC
Archer Investment Corporation
Indiana
$109K +$223 4 0.05% Increased
1977
KPCM
Kings Point Capital Management
New York
$108K -$13K 1 0.01% Reduced
1978
PWMG
Prestige Wealth Management Group
New Jersey
$108K -$3.5K 7 0.03% Reduced
1979
ICM
Islay Capital Management
Texas
$99K $0 2 0.09% Maintained
1980
RA
Rational Advisors
New York
$97K +$50.8K 1 0.03% Increased
1981
TFO
Tarbox Family Office
California
$97K +$2.61K 15 0.02% Increased
1982
JAMONY
Jacob Asset Management of New York
California
$96K +$97.5K 1 0.07% New
1983
GG
Gleason Group
Kentucky
$92K +$54.5K 2 0.04% Increased
1984
AP
Arlington Partners
Alabama
$91K +$24.9K 2 0.04% Increased
1985
DOA
D'Orazio & Associates
Virginia
$89K +$14.7K 4 0.03% Increased
1986
RCC
Red Cedar Capital
Nebraska
$87K -$61.9K 2 0.06% Reduced
1987
PCA
Peddock Capital Advisors
Massachusetts
$85K +$80.7K 3 0.04% New
1988
AIM
Arcadia Investment Management
Michigan
$84K -$44K 1 0.02% Reduced
1989
CL
COWA LLC
Oklahoma
$84K +$80.4K 1 0.06% New
1990
SCA
SMH Capital Advisors
Texas
$84K +$99.8K 1 0.21% New
1991
RDFA
Ritter Daniher Financial Advisory
Ohio
$83K +$80.2K 3 0.07% New
1992
TCM
Tradewinds Capital Management
Washington
$81K +$182 4 0.02% Increased
1993
ATC
Adirondack Trust Company
New York
$80K +$3.11K 1 0.05% Increased
1994
HFA
HC Financial Advisors
California
$80K $0 3 0.05% Maintained
1995
APWA
Atlas Private Wealth Advisors
New Jersey
$77K -$60.3K 6 0.05% Reduced
1996
IAS
IMA Advisory Services
Colorado
$77K $0 2 0.02% Maintained
1997
TWM
Tradition Wealth Management
Minnesota
$76K +$73.2K 5 0.01% New
1998
WIM
Westside Investment Management
California
$75.1K +$56.6K 4 0.21% Increased
1999
MRCM
M&R Capital Management
New Jersey
$74K -$30.6K 5 0.02% Reduced
2000
RCG
Rock Creek Group
District of Columbia
$74K +$20K 1 0.03% Increased