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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
2001
I2I
Insight 2811 Inc
Illinois
$52K +$43K 1 0.03% New
2002
BWA
Burt Wealth Advisors
Maryland
$51K +$11K 2 0.02% Increased
2003
MCM
MV Capital Management
Maryland
$51K -$1K 2 0.01% Reduced
2004
PO
Private Ocean
California
$49K -$65.3K 2 0.01% Reduced
2005
GTAM
Global Trust Asset Management
Florida
$47K $0 4 0.03% Maintained
2006
Advisory Alpha
Advisory Alpha
Michigan
$46.6K -$29.8K 3 0.01% Reduced
2007
WCG
Weaver Consulting Group
California
$45K +$276 9 0.02% Increased
2008
ME
McIlrath & Eck
Washington
$44K $0 5 0.02% Maintained
2009
PWP
Personal Wealth Partners
Minnesota
$43K $0 5 0.02% Maintained
2010
CDIA
Capital Directions Investment Advisors
Georgia
$41K $0 1 0.01% Maintained
2011
Sageworth Trust
Sageworth Trust
Pennsylvania
$40K +$5.42K 3 0% Increased
2012
SL
Savior LLC
Massachusetts
$39K +$37.8K 9 0.05% New
2013
TIM
Tortoise Investment Management
New York
$39K -$7.04K 3 0.01% Reduced
2014
HCM
Hodges Capital Management
Texas
$38K -$201K 1 0.01% Reduced
2015
PWMG
Prestige Wealth Management Group
New Jersey
$38K -$2.48K 5 0.02% Reduced
2016
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$38K +$22.3K 3 0% Increased
2017
VAIA
Virtus Alternative Investment Advisers
Connecticut
$38K +$34.8K 4 0.57% New
2018
KPCM
Kings Point Capital Management
New York
$37K $0 2 0.01% Maintained
2019
MF
Manchester Financial
California
$37K +$36.8K 4 0.01% New
2020
POIA
Pin Oak Investment Advisors
Texas
$37K $0 3 0.03% Maintained
2021
AC
Asio Capital
Kentucky
$36K +$31.7K 1 0.02% New
2022
1IA
1834 Investment Advisors
Wisconsin
$35K -$10K 2 0.01% Reduced
2023
EWM
Edge Wealth Management
New York
$35K $0 3 0.01% Maintained
2024
EP
Eudaimonia Partners
Tennessee
$32K +$30.6K 1 0.01% New
2025
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$31K +$29.1K 1 0% New