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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
2301
FFO
Fortitude Family Office
Arizona
$101K -$50.1K 9 0.04% Reduced
2302
IIM
Illumine Investment Management
Washington
$101K +$114K 1 0.08% New
2303
FWA
Flagship Wealth Advisors
Massachusetts
$100K +$104K 3 0.06% New
2304
SR
Summer Road
Florida
$99.4K $0 1 0.08% Maintained
2305
CIA
Cape Investment Advisory
Georgia
$98.4K +$54.8K 5 0.04% Increased
2306
SIP
Stoneridge Investment Partners
Pennsylvania
$98K -$5.3M 1 0.04% Reduced
2307
RF
Roxbury Financial
New Jersey
$95.5K +$92.7K 2 0.09% New
2308
BTC
Bank & Trust Company
Illinois
$94.4K $0 3 0.08% Maintained
2309
Optiver Holding
Optiver Holding
Netherlands
$92.4K -$635K 4 0% Reduced
2310
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$91.3K $0 1 0.02% Maintained
2311
VNA
Valley National Advisers
Pennsylvania
$91K +$1.76K 4 0.02% Increased
2312
TIM
Tortoise Investment Management
New York
$89.9K +$26.8K 4 0.01% Increased
2313
CT
Clearstead Trust
Maine
$87.6K $0 1 0.02% Maintained
2314
NCM
Northwest Capital Management
Oregon
$87.5K $0 2 0.04% Maintained
2315
MWM
Mascoma Wealth Management
New Hampshire
$87K -$7.41K 4 0.02% Reduced
2316
MSFP
Mark Sheptoff Financial Planning
Connecticut
$85.8K -$3.61K 2 0.05% Reduced
2317
SNB
Security National Bank
Nebraska
$85.3K $0 3 0.01% Maintained
2318
MCM
MidAtlantic Capital Management
Virginia
$85.1K +$3.49K 2 0.06% Increased
2319
GG
Gleason Group
Kentucky
$84.7K +$1.44K 1 0.01% Increased
2320
ATC
Advantage Trust Company
Kansas
$82.6K +$86.5K 2 0.05% New
2321
RW
RVW Wealth
California
$81.7K $0 1 0.01% Maintained
2322
CIAS
CBIZ Investment Advisory Services
Ohio
$80.3K +$30.4K 5 0% Increased
2323
AF
Atala Financial
California
$80.2K +$83K 3 0.06% New
2324
EC
Elequin Capital
New York
$79.7K -$63.4K 4 0.01% Reduced
2325
EPIMS
Evelyn Partners Investment Management Services
$79.7K +$84.8K 1 0.01% New