← All themes

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
DIP
DT Investment Partners
Pennsylvania
$64K +$66.9K 1 0.01% New
2102
JMF
Johnson Midwest Financial
Iowa
$63K +$701 6 0.24% Increased
2103
BG
Bollard Group
Massachusetts
$60K $0 1 0% Maintained
2104
BSB
Bangor Savings Bank
Maine
$57K $0 3 0.01% Maintained
2105
IAS
IMA Advisory Services
Colorado
$57K +$835 5 0.02% Increased
2106
ACM
AUA Capital Management
Pennsylvania
$56K -$324 4 0.04% Reduced
2107
CAC
Core Alternative Capital
Georgia
$56K -$4.23K 5 0.01% Reduced
2108
HFS
HBC Financial Services
Washington
$56K +$63.6K 1 0.05% Increased
2109
SKK
Shepherd Kaplan Krochuk
Massachusetts
$56K -$53.1K 1 0.03% Reduced
2110
TIM
Tortoise Investment Management
New York
$56K -$6.08K 4 0.01% Reduced
2111
WA
Wealth Architects
California
$56K $0 1 0.01% Maintained
2112
FFA
Fairfield Financial Advisors
Massachusetts
$54.9K +$547 1 0.03% Increased
2113
ATC
Adirondack Trust Company
New York
$54K $0 1 0.03% Maintained
2114
FRA
Front Row Advisors
California
$54K -$486 7 0.03% Reduced
2115
KC
Knuff & Co
California
$53K $0 1 0.03% Maintained
2116
IWP
IAG Wealth Partners
Wisconsin
$52K $0 4 0.02% Maintained
2117
MW
Milestone Wealth
New York
$52K $0 3 0.06% Maintained
2118
MWA
Moser Wealth Advisors
Washington
$52K $0 1 0.04% Maintained
2119
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$52K -$86.9K 6 0.13% Reduced
2120
PSB
Piscataqua Savings Bank
New Hampshire
$50K $0 4 0.05% Maintained
2121
PMFA
Plante Moran Financial Advisors
Michigan
$50K -$4.59K 7 0.01% Reduced
2122
ACM
Antonetti Capital Management
Florida
$49K +$1.95K 3 0.06% Increased
2123
PIA
Powell Investment Advisors
Florida
$49K +$328K 1 0.03% New
2124
SC
Siena Capital
Ohio
$49K $0 2 0.03% Maintained
2125
SAM
Strategic Asset Management
Minnesota
$48K +$7.34K 4 0.08% Increased