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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
SFC
SYM Financial Corp
Indiana
$214K $0 1 0.08% Maintained
2002
Equitable Holdings
Equitable Holdings
New York
$212K -$303K 1 0% Reduced
2003
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$212K +$206K 1 0.01% New
2004
MWM
Mascoma Wealth Management
New Hampshire
$212K -$654 2 0.07% Reduced
2005
NFG
Nations Financial Group
Iowa
$212K -$723K 1 0.03% Reduced
2006
AWM
Aries Wealth Management
Maine
$211K $0 1 0.08% Maintained
2007
FNBOMD
First National Bank of Mount Dora
Florida
$211K $0 1 0.06% Maintained
2008
T
TNF
Montana
$211K $0 1 0.09% Maintained
2009
WTB
Washington Trust Bank
Washington
$211K +$224K 1 0.02% New
2010
HWM
Heirloom Wealth Management
Colorado
$209K +$212K 1 0.18% New
2011
FPFS
First Personal Financial Services
North Carolina
$208K $0 3 0.05% Maintained
2012
Annex Advisory Services
Annex Advisory Services
Wisconsin
$207K +$204K 1 0.01% New
2013
FCM
Fourpath Capital Management
Oklahoma
$207K +$196K 1 0.08% New
2014
VWA
V Wealth Advisors
Kansas
$207K -$7.17K 1 0.03% Reduced
2015
HC
HNP Capital
New York
$206K -$33.6K 1 0.05% Reduced
2016
OIM
Oder Investment Management
California
$206K $0 1 0.29% Maintained
2017
MCA
Magnolia Capital Advisors
Mississippi
$205K +$185K 1 0.06% New
2018
CMBA
C.M. Bidwell & Associates
Hawaii
$204K $0 1 0.13% Maintained
2019
BHB
Bank Hapoalim BM
Israel
$203K +$193K 1 0.02% New
2020
BFC
Blue Fin Capital
Rhode Island
$203K -$5.84K 1 0.06% Reduced
2021
KCPG
Kavar Capital Partners Group
Kansas
$203K +$198K 1 0.04% New
2022
KC
Knuff & Co
California
$203K +$216K 1 0.06% New
2023
CCFM
Clear Creek Financial Management
Washington
$202K +$7.38K 1 0.03% Increased
2024
DU
Delphia (USA)
Ontario, Canada
$202K +$207K 1 0.21% New
2025
MIM
Moseley Investment Management
Florida
$202K -$13.2K 1 0.09% Reduced