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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
PA
Perennial Advisors
New York
$73K +$69.5K 1 0.03% New
2002
TC
Trust Company
Kansas
$73K $0 3 0.06% Maintained
2003
HFA
Hoover Financial Advisors
Pennsylvania
$72K +$63.6K 4 0.02% New
2004
FPB
First PREMIER Bank
South Dakota
$71K $0 2 0.03% Maintained
2005
KC
Kinloch Capital
Virginia
$71K +$62.2K 2 0.06% New
2006
Summit Trail Advisors
Summit Trail Advisors
New York
$71K +$64.9K 1 0.01% New
2007
EWA
Evolution Wealth Advisors
Florida
$69K -$101K 3 0.02% Reduced
2008
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$68K +$21.9K 2 0.02% Increased
2009
FRA
Front Row Advisors
California
$67K $0 7 0.03% Maintained
2010
NFSG
Newbridge Financial Services Group
Florida
$66K -$80.6K 7 0.05% Reduced
2011
EA
Elm Advisors
California
$65K +$61.4K 2 0.04% New
2012
IRAG
Investment Research & Advisory Group
Georgia
$65K $0 2 0.05% Maintained
2013
MCA
Mercer Capital Advisers
New Jersey
$65K $0 1 0.04% Maintained
2014
PO
Private Ocean
California
$65K +$3.53K 3 0.01% Increased
2015
RA
Reby Advisors
Connecticut
$65K +$61.3K 4 0.02% New
2016
MWA
Moser Wealth Advisors
Washington
$64K -$35K 1 0.05% Reduced
2017
BFG
Baron Financial Group
New Jersey
$63.2K -$3.35K 2 0.05% Reduced
2018
TIM
Tortoise Investment Management
New York
$63K $0 3 0.01% Maintained
2019
BWA
Burt Wealth Advisors
Maryland
$62K $0 3 0.02% Maintained
2020
DI
Disciplined Investments
Oklahoma
$62K -$2.44K 2 0.04% Reduced
2021
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$62K +$7.26K 5 0% Increased
2022
CFO
CVA Family Office
Colorado
$61K -$2.06K 1 0.04% Reduced
2023
FWM
FSA Wealth Management
Massachusetts
$61K +$57.7K 3 0.03% New
2024
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$61K -$46.2M 2 0% Reduced
2025
POIA
Pin Oak Investment Advisors
Texas
$59K +$6.34K 3 0.05% Increased