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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
VCM
Versant Capital Management
Arizona
$152K -$8.56K 11 0.05% Reduced
2002
FPFS
First Personal Financial Services
North Carolina
$151K -$6.05K 4 0.04% Reduced
2003
T
TNF
Montana
$150K +$285 1 0.07% Increased
2004
LFA
Level Financial Advisors
New York
$148K -$52.1K 1 0.09% Reduced
2005
HCP
Hexagon Capital Partners
Arkansas
$148K -$63.6K 8 0.04% Reduced
2006
HCA
Harbor Capital Advisors
Illinois
$147K +$139K 1 0.04% New
2007
CAM
Connacht Asset Management
New York
$146K -$698K 1 0.06% Reduced
2008
HB
Horizon Bancorp
Indiana
$146K -$64.8K 3 0.09% Reduced
2009
KTC
Kistler-Tiffany Companies
Pennsylvania
$146K +$653 3 0.03% Increased
2010
CWM
CarsonAllaria Wealth Management
Illinois
$145K +$241 2 0.12% Increased
2011
SAM
S.A. Mason
Michigan
$145K +$9.34K 2 0.11% Increased
2012
GEA
Glen Eagle Advisors
New Jersey
$145K -$17.7K 6 0.04% Reduced
2013
CWC
Carolinas Wealth Consulting
North Carolina
$144K -$64.4K 9 0.03% Reduced
2014
GBT
Grove Bank & Trust
Florida
$143K +$34.2K 6 0.03% Increased
2015
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$142K -$5.11M 2 0.01% Reduced
2016
Tiedemann Advisors
Tiedemann Advisors
New York
$141K $0 1 0.01% Maintained
2017
SIC
SJS Investment Consulting
Ohio
$139K -$1.42K 9 0.04% Reduced
2018
BWM
BerganKDV Wealth Management
Minnesota
$138K +$11.2K 9 0.01% Increased
2019
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$137K -$8.2K 5 0.04% Reduced
2020
ABLA
Alan B. Lancz & Associates
Ohio
$136K $0 1 0.14% Maintained
2021
ONST
Old North State Trust
North Carolina
$133K -$887 3 0.09% Reduced
2022
DIM
Delta Investment Management
California
$132K $0 1 0.04% Maintained
2023
CNBTD
Citizens National Bank Trust Department
Mississippi
$131K $0 4 0.04% Maintained
2024
SAM
SP Asset Management
California
$131K -$69.9K 1 0.02% Reduced
2025
APC
Aspire Private Capital
North Carolina
$130K -$99 4 0.04% Reduced