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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
RIA
Regal Investment Advisors
Michigan
$224K -$1K 1 0.02% Reduced
1977
RCAG
Rehmann Capital Advisory Group
Michigan
$224K +$1.58K 1 0.02% Increased
1978
AAM
Aureus Asset Management
Massachusetts
$223K $0 1 0.01% Maintained
1979
CCT
Capital City Trust
Florida
$223K +$212K 1 0.06% New
1980
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$223K -$129K 1 0.01% Reduced
1981
WIA
Westbourne Investment Advisors
Maryland
$223K +$212K 1 0.09% New
1982
FC
Financial Council
Maryland
$222K +$212K 1 0.27% New
1983
TLP
Trinity Legacy Partners
Texas
$221K -$126K 1 0.07% Reduced
1984
RA
Rise Advisors
New York
$221K +$230K 2 0.21% New
1985
AL
Arnhold LLC
New York
$220K $0 1 0.02% Maintained
1986
HAC
Harbor Advisory Corp
New Hampshire
$220K $0 1 0.09% Maintained
1987
Personal Capital Advisors
Personal Capital Advisors
California
$220K +$211K 1 0% New
1988
Brandes Investment Partners
Brandes Investment Partners
California
$219K -$13.3K 2 0% Reduced
1989
MAG
Mayfair Advisory Group
Alabama
$219K +$40.4K 1 0.29% Increased
1990
WBG
Wharton Business Group
Pennsylvania
$219K $0 1 0.01% Maintained
1991
ASBI
American State Bank (Iowa)
Iowa
$219K $0 1 0.15% Maintained
1992
Belvedere Trading
Belvedere Trading
Illinois
$218K -$68.6K 3 0.01% Reduced
1993
JCG
John C. Goff
$218K +$264K 1 0.25% New
1994
CWP
CFM Wealth Partners
Texas
$216K $0 1 0.05% Maintained
1995
CAM
Campion Asset Management
Virginia
$215K -$211K 1 0.18% Reduced
1996
CreativeOne Wealth
CreativeOne Wealth
Kansas
$215K -$191K 1 0.01% Reduced
1997
SAM
SP Asset Management
California
$215K +$5.08K 1 0.02% Increased
1998
CHP
Cable Hill Partners
Oregon
$214K +$20K 1 0.04% Increased
1999
IIA
ICW Investment Advisors
Arizona
$214K -$97.8K 1 0.12% Reduced
2000
JWM
Janiczek Wealth Management
Colorado
$214K -$22.6K 9 0.06% Reduced