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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
PPA
Painted Porch Advisors
California
$237K +$228K 1 0.18% New
1977
WOC
West Oak Capital
California
$235K -$17K 2 0.11% Reduced
1978
PWMG
Prestige Wealth Management Group
New Jersey
$235K -$21.8K 10 0.05% Reduced
1979
RFA
Register Financial Advisors
Georgia
$234K $0 1 0.16% Maintained
1980
WRM
Weybosset Research & Management
Rhode Island
$234K +$8.68K 1 0.08% Increased
1981
Donaldson Capital Management
Donaldson Capital Management
Indiana
$234K +$7.39K 1 0.01% Increased
1982
SAG
Spotlight Asset Group
Illinois
$234K $0 3 0.21% Maintained
1983
Horizon Wealth Management
Horizon Wealth Management
Illinois
$234K -$174 1 0.07% Reduced
1984
JWM
Janiczek Wealth Management
Colorado
$234K +$4.5K 9 0.06% Increased
1985
FUBT
First United Bank & Trust
Maryland
$233K +$237K 3 0.09% New
1986
American National Bank & Trust
American National Bank & Trust
Texas
$233K -$100K 1 0.04% Reduced
1987
Segment Wealth Management
Segment Wealth Management
Texas
$233K -$182K 1 0.02% Reduced
1988
Principle Wealth Partners
Principle Wealth Partners
Connecticut
$232K $0 1 0.02% Maintained
1989
Round Rock Advisors
Round Rock Advisors
Connecticut
$231K +$212K 1 0.06% New
1990
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$231K -$2.79K 1 0.04% Reduced
1991
Certified Advisory Corp
Certified Advisory Corp
Florida
$231K -$212K 1 0.04% Reduced
1992
WBG
Wharton Business Group
Pennsylvania
$230K $0 1 0.01% Maintained
1993
Sage Mountain Advisors
Sage Mountain Advisors
Georgia
$229K +$3.9K 1 0.03% Increased
1994
NC
Napatree Capital
Rhode Island
$229K +$240K 1 0.23% New
1995
FB
First Bancorp
Maine
$228K -$8.37K 1 0.18% Reduced
1996
Calton & Associates
Calton & Associates
Florida
$227K +$218K 1 0.09% New
1997
EFI
EHP Funds Inc
Canada
$227K -$3.07M 1 0.08% Reduced
1998
Hudock Inc
Hudock Inc
Pennsylvania
$226K +$521 1 0.05% Increased
1999
Mosaic Family Wealth Partners
Mosaic Family Wealth Partners
Missouri
$225K -$86.8K 1 0.04% Reduced
2000
CMBA
C.M. Bidwell & Associates
Hawaii
$225K -$288K 2 0.17% Reduced