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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	Magellan Asset Management Sydney, Australia	$158K	+$64.2K	1	0%	Increased
2002	VWM Valley Wealth Managers Paramus, New Jersey	$157K	$0	3	0.02%	Maintained
2003	CP Castleview Partners Dallas, Texas	$156K	-$265K	5	0.15%	Reduced
2004	WB West Bancorporation West Des Moines, Iowa	$156K	+$135K	2	0.12%	Increased
2005	Covington Capital Management Los Angeles, California	$155K	-$62.2K	11	0.01%	Reduced
2006	FMP Financial Management Professionals Austin, Texas	$153K	+$15.4K	10	0.04%	Increased
2007	CWM Castle Wealth Management West Palm Beach, Florida	$152K	+$31.4K	5	0.09%	Increased
2008	FA Financial Advantage Columbia, Maryland	$152K	+$63K	2	0.15%	Increased
2009	GEA Glen Eagle Advisors Kingston, New Jersey	$152K	-$117K	7	0.04%	Reduced
2010	DIM Delta Investment Management San Francisco, California	$151K	$0	1	0.07%	Maintained
2011	Larson Financial Group St Louis, Missouri	$150K	+$96.5K	5	0.02%	Increased
2012	Salem Investment Counselors Winston Salem, North Carolina	$150K	-$5.2K	4	0.01%	Reduced
2013	NCA New Century Advisors Chevy Chase, Maryland	$148K	+$7.21K	1	0.18%	Increased
2014	PB Pinnacle Bancorp Beatrice, Nebraska	$147K	+$2.36K	4	0.06%	Increased
2015	FCA FinTrust Capital Advisors Greenville, South Carolina	$146K	-$10.9K	7	0.04%	Reduced
2016	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$138K	-$64K	6	0.05%	Reduced
2017	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$137K	+$34.7K	4	0.06%	Increased
2018	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$136K	-$83.3K	4	0.04%	Reduced
2019	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$135K	-$1.62K	2	0.13%	Reduced
2020	MCM MV Capital Management Bethesda, Maryland	$135K	+$2.87K	5	0.02%	Increased
2021	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$134K	$0	1	0.07%	Maintained
2022	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$133K	+$802	3	0.03%	Increased
2023	NC NinePointTwo Capital Los Angeles, California	$132K	$0	1	0.05%	Maintained
2024	SteelPeak Wealth Woodland Hills, California	$132K	-$2.79K	1	0.01%	Reduced
2025	AIM Axiom Investment Management New York	$129K	+$132K	3	0.26%	New