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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 Winona Lake, Indiana	$226K	+$3.74K	1	0.1%	Increased
2002	JSC Jackson Square Capital San Francisco, California	$224K	$0	1	0.07%	Maintained
2003	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$223K	-$1.75M	1	0.12%	Reduced
2004	D Diversified Wilmington, Delaware	$223K	-$16.9K	1	0.09%	Reduced
2005	Forvis Mazars Wealth Advisors Springfield, Missouri	$223K	+$211K	1	0.01%	New
2006	SC Sierra Capital Miami, Florida	$223K	-$242	8	0.04%	Reduced
2007	SL Summitry LLC Foster City, California	$223K	+$198K	1	0.01%	New
2008	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$221K	-$6.27K	1	0.09%	Reduced
2009	JCM Jacobi Capital Management Pittston, Pennsylvania	$221K	+$209K	1	0.03%	New
2010	RIA Realta Investment Advisors Wilmington, Delaware	$221K	-$25.5K	1	0.04%	Reduced
2011	TPWM Twelve Points Wealth Management Concord, Massachusetts	$221K	-$47.9K	1	0.17%	Reduced
2012	GSC Ground Swell Capital Folly Beach, South Carolina	$220K	+$202K	1	0.57%	New
2013	E Fund Management Guangzhou, China	$219K	-$18.8K	1	0.01%	Reduced
2014	IIA ICW Investment Advisors Scottsdale, Arizona	$219K	-$4.21K	1	0.13%	Reduced
2015	PPWM Paragon Private Wealth Management Lexington, Kentucky	$219K	+$13.5K	1	0.21%	Increased
2016	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$218K	$0	1	0.04%	Maintained
2017	CreativeOne Wealth Overland Park, Kansas	$217K	-$9.7K	1	0.01%	Reduced
2018	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$216K	+$196K	7	0.05%	New
2019	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$215K	+$194K	1	0.05%	New
2020	VAFP Vahanian & Associates Financial Planning Saratoga Springs, New York	$214K	-$335K	1	0.49%	Reduced
2021	RT Rockland Trust Hanover, Massachusetts	$213K	-$6.28K	1	0.01%	Reduced
2022	FDS First Dallas Securities Dallas, Texas	$210K	+$186K	1	0.12%	New
2023	CCT Capital City Trust Tallahassee, Florida	$209K	$0	1	0.06%	Maintained
2024	C Certuity North Palm Beach, Florida	$209K	+$185K	1	0.05%	New
2025	DRW Securities Chicago, Illinois	$209K	+$201K	1	0.01%	New