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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
SRC
Shufro Rose & Co
New York
$190K $0 1 0.02% Maintained
1977
TWI
Thomas White International
Illinois
$189K $0 1 0.04% Maintained
1978
PTC
Petrus Trust Company
Texas
$185K +$56.8K 1 0.03% Increased
1979
PA
PSI Advisors
Florida
$185K -$311K 4 0.1% Reduced
1980
SGA
Seaport Global Advisors
Massachusetts
$185K -$14.2K 1 0.75% Reduced
1981
KFI
Key Financial Inc
Pennsylvania
$184K $0 11 0.09% Maintained
1982
CWC
Carolinas Wealth Consulting
North Carolina
$182K -$23.9K 6 0.05% Reduced
1983
CYG
Clean Yield Group
Vermont
$179K -$182K 5 0.08% Reduced
1984
Arax Advisory Partners
Arax Advisory Partners
Colorado
$176K +$35.3K 7 0.03% Increased
1985
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$175K $0 1 0.06% Maintained
1986
M
MOTCO
Texas
$173K -$14.4K 5 0.01% Reduced
1987
FFC
First Financial Corp
Indiana
$169K +$6.7K 3 0.11% Increased
1988
GIA
GHP Investment Advisors
Colorado
$168K -$36.2K 4 0.01% Reduced
1989
AIM
Acropolis Investment Management
Missouri
$167K -$29.2K 1 0.02% Reduced
1990
FCB
First Command Bank
Texas
$167K -$9K 1 0.02% Reduced
1991
FCFS
First Command Financial Services
Texas
$167K -$9K 1 0.02% Reduced
1992
JCP
JB Capital Partners
New York
$167K $0 2 0.05% Maintained
1993
ZIG
Zullo Investment Group
Pennsylvania
$167K -$4.48K 6 0.11% Reduced
1994
VCM
Versant Capital Management
Arizona
$166K +$17.2K 13 0.07% Increased
1995
CCM
Chicago Capital Management
Illinois
$164K $0 1 0.09% Maintained
1996
TCM
Trilantic Capital Management
New York
$162K +$187K 1 0.2% New
1997
FPFS
First Personal Financial Services
North Carolina
$161K +$5.05K 4 0.05% Increased
1998
T
TNF
Montana
$160K +$266 1 0.08% Increased
1999
CFO
CVA Family Office
Colorado
$159K -$96.2K 6 0.04% Reduced
2000
PP
Paloma Partners
Connecticut
$159K -$3.13M 1 0.01% Reduced