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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
2201
SCM
Silvant Capital Management
Georgia
$36.9K -$907K 2 0% Reduced
2202
GAG
GM Advisory Group
New York
$36.8K +$43.3K 1 0% Increased
2203
WA
Wealth Architects
California
$35.5K $0 1 0.01% Maintained
2204
OAJ
Ogorek Anthony Joseph
New York
$35K $0 1 0.02% Maintained
2205
WAS
Winch Advisory Services
Wisconsin
$35K +$129 3 0.01% Increased
2206
LJHT
Laurie J. Hall Trustee
$34K -$9.57K 3 0.02% Reduced
2207
SWG
Summit Wealth Group
Vermont
$34K +$84.6K 1 0.04% New
2208
ZA
Zazove Associates
Nevada
$34K +$84.6K 1 0% New
2209
MFT
Moisand Fitzgerald Tamayo
Florida
$33.2K +$7.65K 5 0.01% Increased
2210
RFG
RFP Financial Group
Georgia
$31.9K +$31.2K 9 0.01% New
2211
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$30.1K -$233K 2 0% Reduced
2212
CMP
Coston McIsaac & Partners
Maine
$30K +$64 3 0.01% Increased
2213
CPFP
Clear Perspectives Financial Planning
Ohio
$29.2K $0 1 0.02% Maintained
2214
WAAG
Wealth Alliance Advisory Group
Kansas
$29.1K -$9.34K 1 0.01% Reduced
2215
NECFA
New England Capital Financial Advisors
Connecticut
$29.1K +$27K 2 0.02% New
2216
AWM
Abound Wealth Management
Tennessee
$28.4K +$10.8K 4 0.01% Increased
2217
MWM
MinichMacGregor Wealth Management
New York
$28.2K +$27.5K 3 0.01% New
2218
SC
Schubert & Co
Texas
$27.6K +$271 12 0.02% Increased
2219
AA
Addison Advisors
Vermont
$27.5K +$3.76K 5 0.02% Increased
2220
AAMA
Advanced Asset Management Advisors
Ohio
$27.5K +$29.1K 3 0.01% New
2221
Sageworth Trust
Sageworth Trust
Pennsylvania
$27K +$2.97K 8 0% Increased
2222
CFFP
Center for Financial Planning
Michigan
$24.1K -$473K 3 0.01% Reduced
2223
CAL
Capital Advisors Ltd
Ohio
$24K +$91.1K 11 0% Increased
2224
DMKJ
David M. Knott Jr
$24K $0 1 0.01% Maintained
2225
EIM
Essex Investment Management
Massachusetts
$24K -$957 1 0% Reduced