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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
ONST
Old North State Trust
North Carolina
$156K +$11.3K 3 0.14% Increased
2002
AWM
Atticus Wealth Management
Florida
$155K -$27.6K 3 0.07% Reduced
2003
SAM
S.A. Mason
Michigan
$155K +$6.93K 2 0.1% Increased
2004
KTC
Kistler-Tiffany Companies
Pennsylvania
$151K -$8.77K 3 0.03% Reduced
2005
VCM
Versant Capital Management
Arizona
$151K +$12.9K 10 0.05% Increased
2006
SWM
Strategic Wealth Management
Washington
$148K -$130K 1 0.08% Reduced
2007
FCA
FinTrust Capital Advisors
South Carolina
$146K -$47.2K 6 0.04% Reduced
2008
SFP
Sterling Financial Planning
New Jersey
$142K -$31.1K 2 0.09% Reduced
2009
WWM
Wolff Wiese Magana
California
$142K +$14.3K 9 0.1% Increased
2010
SKK
Shepherd Kaplan Krochuk
Massachusetts
$139K +$213K 1 0.05% New
2011
BCM
Bienville Capital Management
New York
$136K $0 1 0.08% Maintained
2012
JWA
JFS Wealth Advisors
Pennsylvania
$136K +$128K 5 0.01% Increased
2013
PMFA
Plante Moran Financial Advisors
Michigan
$136K +$77.8K 11 0.03% Increased
2014
DAM
Delta Asset Management
Tennessee
$134K $0 4 0.01% Maintained
2015
FFC
First Financial Corp
Indiana
$134K -$5K 3 0.09% Reduced
2016
HWA
HHM Wealth Advisors
Tennessee
$134K -$3.09K 5 0.04% Reduced
2017
TFO
Tarbox Family Office
California
$133K +$4.13K 16 0.02% Increased
2018
WAM
Warberg Asset Management
Illinois
$133K $0 1 0.02% Maintained
2019
SFA
Semmax Financial Advisors
North Carolina
$132K -$909K 3 0.05% Reduced
2020
TWM
Tradition Wealth Management
Minnesota
$131K +$23.1K 6 0.02% Increased
2021
MAM
McCarthy Asset Management
California
$128K $0 1 0.1% Maintained
2022
IRC
Investors Research Corp
Georgia
$127K $0 5 0.04% Maintained
2023
MAM
Must Asset Management
South Korea
$127K $0 1 0.08% Maintained
2024
LFF
Level Four Financial
Texas
$123K $0 1 0.05% Maintained
2025
LIM
Longfellow Investment Management
Massachusetts
$122K $0 2 0.02% Maintained