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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
TWI
Thomas White International
Illinois
$190K $0 1 0.04% Maintained
1977
AIM
Acropolis Investment Management
Missouri
$189K $0 1 0.02% Maintained
1978
UWM
Urban Wealth Management
California
$182K +$193K 2 0.61% New
1979
RCG
Rock Creek Group
District of Columbia
$180K +$138K 2 0.02% Increased
1980
FCB
First Command Bank
Texas
$177K -$74K 3 0.03% Reduced
1981
FCFS
First Command Financial Services
Texas
$177K -$74K 3 0.03% Reduced
1982
VWM
Valley Wealth Managers
New Jersey
$177K +$60.5K 3 0.02% Increased
1983
Sageworth Trust
Sageworth Trust
Pennsylvania
$176K +$153K 9 0.02% Increased
1984
MCIA
Mountain Capital Investment Advisors
Colorado
$174K +$160K 1 0.09% New
1985
ZIG
Zullo Investment Group
Pennsylvania
$174K +$207 6 0.11% Increased
1986
FCA
FinTrust Capital Advisors
South Carolina
$172K +$1.77K 8 0.04% Increased
1987
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$171K -$395K 4 0.01% Reduced
1988
BONH
Bank of New Hampshire
New Hampshire
$170K -$1K 6 0.05% Reduced
1989
CWM
CarsonAllaria Wealth Management
Illinois
$170K +$56 2 0.16% Increased
1990
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$169K -$2K 2 0.06% Reduced
1991
FPFS
First Personal Financial Services
North Carolina
$169K $0 4 0.05% Maintained
1992
Arax Advisory Partners
Arax Advisory Partners
Colorado
$168K +$12.8K 8 0.03% Increased
1993
JWA
JFS Wealth Advisors
Pennsylvania
$167K +$11.2K 11 0.02% Increased
1994
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$164K -$286K 1 0% Reduced
1995
PB
Pinnacle Bancorp
Nebraska
$162K +$3.92K 4 0.07% Increased
1996
DIM
Delta Investment Management
California
$161K $0 1 0.07% Maintained
1997
KTC
Kistler-Tiffany Companies
Pennsylvania
$160K +$679 3 0.03% Increased
1998
MCM
MV Capital Management
Maryland
$159K +$6.2K 5 0.03% Increased
1999
SAM
Silverhawk Asset Management
Arizona
$158K -$147 1 0.15% Reduced
2000
FFC
First Financial Corp
Indiana
$157K $0 3 0.1% Maintained