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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
CIP
Convergence Investment Partners
Florida
$219K -$148K 1 0.09% Reduced
1977
AF
Arrow Financial
New York
$218K -$21.7K 1 0.03% Reduced
1978
BAM
Bellevue Asset Management
Washington
$218K -$4.13K 4 0.13% Reduced
1979
BHWM
Bar Harbor Wealth Management
New Hampshire
$217K +$1.78K 1 0.02% Increased
1980
PFWA
Paces Ferry Wealth Advisors
Georgia
$217K +$200K 1 0.17% New
1981
VRM
Vectors Research Management
New York
$217K +$5.36K 2 0.06% Increased
1982
WPA
West Paces Advisors
Georgia
$215K +$15.1K 8 0.08% Increased
1983
OWA
Opal Wealth Advisors
New York
$215K +$218K 1 0.2% New
1984
CCT
Capital City Trust
Florida
$213K $0 1 0.06% Maintained
1985
CFD
Creative Financial Designs
Indiana
$213K +$30.1K 6 0.04% Increased
1986
WIA
Westbourne Investment Advisors
Maryland
$213K $0 1 0.1% Maintained
1987
RCAG
Rehmann Capital Advisory Group
Michigan
$212K -$19K 1 0.02% Reduced
1988
CC
Claybrook Capital
Massachusetts
$212K +$220K 1 0.07% New
1989
CMO
Covenant Multifamily Offices
Texas
$212K +$195K 1 0.04% New
1990
DRW Securities
DRW Securities
Illinois
$212K +$209K 1 0.01% New
1991
KFA
Kelleher Financial Advisors
New York
$212K $0 1 0.12% Maintained
1992
SFG
SevenBridge Financial Group
Pennsylvania
$212K $0 1 0.07% Maintained
1993
VWA
V Wealth Advisors
Kansas
$212K -$314K 1 0.03% Reduced
1994
EWA
ERTS Wealth Advisors
Michigan
$211K $0 1 0.06% Maintained
1995
GIA
GHP Investment Advisors
Colorado
$210K $0 1 0.02% Maintained
1996
DIM
Delta Investment Management
California
$209K $0 1 0.06% Maintained
1997
ASBI
American State Bank (Iowa)
Iowa
$209K $0 1 0.16% Maintained
1998
PP
Palladium Partners
Virginia
$208K -$14.4K 1 0.01% Reduced
1999
SJL
Shayne & Jacobs LLC
Tennessee
$208K $0 1 0.12% Maintained
2000
AWM
Atticus Wealth Management
Florida
$207K $0 3 0.09% Maintained