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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
FCB
First Command Bank
Texas
$204K $0 1 0.03% Maintained
2002
FCFS
First Command Financial Services
Texas
$204K $0 1 0.03% Maintained
2003
TPW
Transatlantique Private Wealth
New York
$202K +$188K 1 0.12% New
2004
RCAG
Rehmann Capital Advisory Group
Michigan
$202K -$245K 1 0.02% Reduced
2005
TFS
Thoroughbred Financial Services
Tennessee
$202K -$15.9K 1 0.03% Reduced
2006
FW
FirstPurpose Wealth
Utah
$202K +$207K 1 0.11% New
2007
GA
GraniteShares Advisors
New York
$202K -$33.1K 1 0.17% Reduced
2008
RP
Rice Partnership
Hawaii
$201K -$49.3K 1 0.06% Reduced
2009
TC
Titleist Capital
Texas
$201K -$32.8K 1 0.05% Reduced
2010
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$200K +$206K 1 0.01% New
2011
CT
Clearstead Trust
Maine
$200K $0 1 0.07% Maintained
2012
IAS
Insigneo Advisory Services
Florida
$200K +$186K 1 0.08% New
2013
Klingman & Associates
Klingman & Associates
New York
$197K $0 1 0.02% Maintained
2014
Larson Financial Group
Larson Financial Group
Missouri
$195K +$31.5K 5 0.02% Increased
2015
GIA
GHP Investment Advisors
Colorado
$195K +$1.05K 4 0.01% Increased
2016
ICM
Ionic Capital Management
New York
$194K +$479K 1 0.05% New
2017
Laurion Capital Management
Laurion Capital Management
New York
$192K $0 1 0% Maintained
2018
MSCM
McElhenny Sheffield Capital Management
Texas
$191K +$180K 6 0.09% New
2019
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$189K +$219K 1 0.17% New
2020
SGA
Seaport Global Advisors
Massachusetts
$188K +$31.2K 1 0.65% Increased
2021
Arax Advisory Partners
Arax Advisory Partners
Colorado
$188K -$5.61K 9 0.03% Reduced
2022
RTC
Riverview Trust Company
Washington
$187K +$63.6K 7 0.18% Increased
2023
FMB
Field & Main Bank
Kentucky
$187K -$56.9K 2 0.12% Reduced
2024
KFI
Key Financial Inc
Pennsylvania
$185K $0 11 0.09% Maintained
2025
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$184K $0 1 0.06% Maintained