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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	CWP Concord Wealth Partners Abingdon, Virginia	$126K	+$71.3K	6	0.04%	Increased
2002	MAM McCarthy Asset Management Redwood Shores, California	$126K	$0	1	0.1%	Maintained
2003	PO Private Ocean San Rafael, California	$121K	+$49.7K	4	0.02%	Increased
2004	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$120K	$0	3	0.07%	Maintained
2005	CFN Cordasco Financial Network Naples, Florida	$119K	-$9.2K	5	0.09%	Reduced
2006	Covington Capital Management Los Angeles, California	$118K	-$25.6K	4	0.01%	Reduced
2007	HR Howe & Rusling Rochester, New York	$118K	+$4.1K	7	0.02%	Increased
2008	PWMG Prestige Wealth Management Group Flemington, New Jersey	$118K	+$5.59K	7	0.03%	Increased
2009	TFM TFC Financial Management Boston, Massachusetts	$118K	$0	3	0.05%	Maintained
2010	CFG CNO Financial Group Carmel, Indiana	$117K	$0	1	0.09%	Maintained
2011	CFO CVA Family Office Denver, Colorado	$116K	+$47.7K	7	0.04%	Increased
2012	NFSG Newbridge Financial Services Group Boca Raton, Florida	$116K	+$49.1K	10	0.08%	Increased
2013	SCM Segantii Capital Management Hong Kong	$116K	+$111K	1	0.01%	New
2014	NL NKCFO LLC Geneva, Illinois	$115K	-$365K	1	0.04%	Reduced
2015	ADIM Alpha DNA Investment Management Columbia, Maryland	$114K	-$25.8K	5	0.13%	Reduced
2016	BMD Better Money Decisions Santa Fe, New Mexico	$114K	+$110K	6	0.12%	New
2017	HS HighVista Strategies Boston, Massachusetts	$114K	+$134K	1	0.08%	New
2018	AA AlphaCentric Advisors San Juan, Puerto Rico	$112K	-$3.59K	1	0.04%	Reduced
2019	FCM Firestone Capital Management Coral Gables, Florida	$110K	-$19.7K	4	0.04%	Reduced
2020	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$107K	+$106K	4	0.1%	New
2021	MWP Meridian Wealth Partners Exton, Pennsylvania	$106K	+$75K	10	0.03%	Increased
2022	RFA Reilly Financial Advisors La Mesa, California	$106K	-$11.9K	8	0.01%	Reduced
2023	Simon Quick Advisors Morristown, New Jersey	$103K	+$34.8K	3	0.03%	Increased
2024	TFO Tarbox Family Office Newport Beach, California	$101K	+$321	15	0.02%	Increased
2025	AIC Archer Investment Corporation Carmel, Indiana	$98.9K	-$24.8K	3	0.04%	Reduced