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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
RFA
Resurgent Financial Advisors
Georgia
$212K +$213K 4 0.11% New
1977
SAM
SP Asset Management
California
$212K +$5K 1 0.03% Increased
1978
JSP
Jackson Square Partners
California
$212K +$217K 1 0.01% New
1979
SageView Advisory Group
SageView Advisory Group
California
$211K +$212K 1 0.02% New
1980
WA
Waddell & Associates
Tennessee
$211K +$217K 1 0.04% New
1981
FFWM
Future Financial Wealth Management
Ohio
$210K $0 1 0.24% Maintained
1982
LGG
Luts & Greenleigh Group
Maryland
$209K +$215K 1 0.27% New
1983
CWC
Carolinas Wealth Consulting
North Carolina
$209K +$7.94K 9 0.05% Increased
1984
AFCM
Applied Finance Capital Management
Puerto Rico
$209K +$226K 1 0.03% New
1985
SFC
SYM Financial Corp
Indiana
$209K +$190K 1 0.05% New
1986
FWM
FFT Wealth Management
Pennsylvania
$209K +$194K 1 0.03% New
1987
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$209K +$40.6K 1 0.3% Increased
1988
TLA
Tanglewood Legacy Advisors
Texas
$208K +$189K 1 0.15% New
1989
SIA
Schear Investment Advisers
Ohio
$208K +$213K 1 0.26% New
1990
EFH
Eaton Financial Holdings
Florida
$208K +$213K 1 0.18% New
1991
GFPC
Global Financial Private Client
Florida
$207K +$50.8K 4 0.12% Increased
1992
D
Diversified
Delaware
$207K +$2.44K 1 0.08% Increased
1993
Empowered Funds
Empowered Funds
Pennsylvania
$206K +$812 1 0.01% Increased
1994
M
MOTCO
Texas
$206K +$21.6K 3 0.02% Increased
1995
CreativeOne Wealth
CreativeOne Wealth
Kansas
$206K -$25.4K 1 0.01% Reduced
1996
HWM
Heirloom Wealth Management
Colorado
$205K +$221K 1 0.13% New
1997
BEAM
Baker Ellis Asset Management
Washington
$205K +$210K 1 0.04% New
1998
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$205K +$210K 1 0.02% New
1999
FCP
Fidelis Capital Partners
Florida
$205K +$223K 1 0.24% New
2000
CYG
Clean Yield Group
Vermont
$204K -$6.78K 4 0.09% Reduced