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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
TLA
Tanglewood Legacy Advisors
Texas
$183K $0 1 0.11% Maintained
2002
First Command Advisory Services
First Command Advisory Services
Texas
$181K +$205K 2 0% New
2003
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$179K -$682 4 0.01% Reduced
2004
CCA
Cadent Capital Advisors
Oklahoma
$178K $0 1 0.07% Maintained
2005
PB
Pinnacle Bancorp
Nebraska
$175K +$2.82K 4 0.06% Increased
2006
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$175K $0 1 0.05% Maintained
2007
HB
Horizon Bancorp
Indiana
$174K +$105K 3 0.11% Increased
2008
ME
McIlrath & Eck
Washington
$172K -$11.8K 7 0.03% Reduced
2009
CWC
Carolinas Wealth Consulting
North Carolina
$171K +$37.7K 9 0.04% Increased
2010
Klingman & Associates
Klingman & Associates
New York
$169K $0 1 0.01% Maintained
2011
CYG
Clean Yield Group
Vermont
$168K -$13K 2 0.07% Reduced
2012
Laurion Capital Management
Laurion Capital Management
New York
$168K $0 1 0% Maintained
2013
AIM
Acropolis Investment Management
Missouri
$167K -$940 1 0.01% Reduced
2014
B
Bellecapital
Switzerland
$167K +$154K 1 0.04% New
2015
HBW
Hazlett, Burt & Watson
West Virginia
$167K +$997 6 0.12% Increased
2016
WB
Webster Bank
Connecticut
$166K -$3.29K 4 0.02% Reduced
2017
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$165K $0 5 0.04% Maintained
2018
DIM
Delta Investment Management
California
$160K $0 1 0.04% Maintained
2019
TFGT
TS Financial Group (TSFG)
Illinois
$160K -$3K 5 0.06% Reduced
2020
FFC
First Financial Corp
Indiana
$160K $0 2 0.09% Maintained
2021
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$158K -$10.7K 8 0.01% Reduced
2022
OA
Operose Advisors
Wisconsin
$156K +$153K 4 0.06% Increased
2023
GFPC
Global Financial Private Client
Florida
$155K $0 4 0.08% Maintained
2024
HCP
Hexagon Capital Partners
Arkansas
$151K -$8.06K 8 0.04% Reduced
2025
JSP
Jackson Square Partners
California
$151K -$82.7K 1 0.01% Reduced