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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	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$157K	+$7.9K	1	0.07%	Increased
2002	CCM Chicago Capital Management Chicago, Illinois	$156K	$0	1	0.09%	Maintained
2003	GCM Gladius Capital Management Chicago, Illinois	$154K	-$756K	1	0.01%	Reduced
2004	FMP Financial Management Professionals Austin, Texas	$153K	-$11.4K	10	0.04%	Reduced
2005	CWM Curi Wealth Management Raleigh, North Carolina	$152K	+$14.6K	5	0.03%	Increased
2006	NCA New Century Advisors Chevy Chase, Maryland	$152K	+$127K	1	0.17%	Increased
2007	VCM Versant Capital Management Phoenix, Arizona	$151K	-$19.3K	12	0.06%	Reduced
2008	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$149K	-$232K	5	0%	Reduced
2009	RTC Riverview Trust Company Vancouver, Washington	$147K	+$53.1K	7	0.13%	Increased
2010	HR Howe & Rusling Rochester, New York	$140K	+$52.7K	8	0.02%	Increased
2011	WOSD WFA of San Diego San Diego, California	$138K	+$145K	5	0.12%	New
2012	FBC Fairfield, Bush & Co Darien, Connecticut	$137K	+$151K	4	0.08%	New
2013	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$135K	-$32.1K	14	0.28%	Reduced
2014	PTC Petrus Trust Company Dallas, Texas	$134K	+$123K	1	0.02%	New
2015	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$128K	-$456K	1	0.03%	Reduced
2016	Magellan Asset Management Sydney, Australia	$126K	-$60.3K	1	0%	Reduced
2017	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$125K	+$94.9K	5	0.04%	Increased
2018	CWM Castle Wealth Management West Palm Beach, Florida	$124K	+$145K	4	0.07%	New
2019	BLC Brown, Lisle/Cummings Providence, Rhode Island	$123K	-$13.4K	1	0.07%	Reduced
2020	BWM BerganKDV Wealth Management Bloomington, Minnesota	$123K	-$7.54K	8	0.01%	Reduced
2021	FA Financial Advantage Columbia, Maryland	$123K	-$62K	1	0.11%	Reduced
2022	SAM S.A. Mason Holland, Michigan	$121K	$0	2	0.09%	Maintained
2023	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$120K	+$41.8K	6	0.05%	Increased
2024	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$119K	$0	4	0.11%	Maintained
2025	JFA JNBA Financial Advisors Bloomington, Minnesota	$115K	-$8.47K	6	0.02%	Reduced