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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
2101
SW
SVB Wealth
Massachusetts
$397K -$273K 1 0.03% Reduced
2102
RPWA
Regent Peak Wealth Advisors
Georgia
$396K +$8.24K 1 0.07% Increased
2103
HWM
HRC Wealth Management
Idaho
$394K -$24.9K 1 0.16% Reduced
2104
WA
Whipplewood Advisors
Colorado
$393K -$104K 4 0.26% Reduced
2105
71 West Capital Partners
71 West Capital Partners
Massachusetts
$392K +$281K 1 0.01% New
2106
AIFS
A&I Financial Services
Colorado
$387K $0 1 0.17% Maintained
2107
CISOA
Capital Investment Services of America
Wisconsin
$387K -$106K 1 0.04% Reduced
2108
CFG
Cooper Financial Group
California
$387K +$25.2K 1 0.03% Increased
2109
HAIM
Hunter Associates Investment Management
Pennsylvania
$386K +$423 1 0.04% Increased
2110
FCM
Fell Capital Management
California
$386K $0 1 0.33% Maintained
2111
LA
Lifeworks Advisors
Michigan
$386K -$78.9K 1 0.04% Reduced
2112
ALAM
Asahi Life Asset Management
Japan
$385K -$199K 1 0.22% Reduced
2113
SIP
Stoneridge Investment Partners
Pennsylvania
$385K -$147K 2 0.25% Reduced
2114
WKWM
Walter & Keenan Wealth Management
Indiana
$384K +$6.98K 1 0.1% Increased
2115
SFG
Sovereign Financial Group
Connecticut
$384K -$28.2K 1 0.06% Reduced
2116
ECM
Estabrook Capital Management
New York
$384K -$854 6 0.05% Reduced
2117
CCIA
Cherry Creek Investment Advisors
Colorado
$381K +$2.24K 1 0.15% Increased
2118
ACP
Aviance Capital Partners
Florida
$381K +$5.21K 1 0.04% Increased
2119
Donaldson Capital Management
Donaldson Capital Management
Indiana
$380K +$354K 1 0.01% New
2120
EPW
Endeavor Private Wealth
Kansas
$380K +$232 1 0.09% Increased
2121
TWM
TRB Wealth Management
Texas
$379K $0 1 0.05% Maintained
2122
RFA
Resurgent Financial Advisors
Georgia
$379K +$42.6K 1 0.11% Increased
2123
SFG
Sunburst Financial Group
Alabama
$378K +$36.6K 1 0.06% Increased
2124
AWCI
Alpine Woods Capital Investors
New York
$377K +$348K 1 0.08% New
2125
JWA
JFS Wealth Advisors
Pennsylvania
$377K +$17.3K 14 0.02% Increased