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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
RAM
Ramirez Asset Management
New York
$224K $0 1 0.05% Maintained
2002
Park National Corp
Park National Corp
Ohio
$224K -$9.51K 1 0.01% Reduced
2003
UBV
United Bank (Virginia)
Virginia
$224K $0 1 0.03% Maintained
2004
IFG Advisory
IFG Advisory
Georgia
$223K +$1.48K 1 0.02% Increased
2005
WPC
White Pine Capital
Minnesota
$222K -$33.5K 1 0.09% Reduced
2006
PE
Point72 Europe
United Kingdom
$222K +$222K 4 0.03% New
2007
FNBOMD
First National Bank of Mount Dora
Florida
$221K $0 1 0.06% Maintained
2008
TCAM
Turtle Creek Asset Management
Ontario, Canada
$221K -$23.8K 1 0.01% Reduced
2009
JCM
Jacobi Capital Management
Pennsylvania
$221K +$12.4K 1 0.02% Increased
2010
GIA
GHP Investment Advisors
Colorado
$221K -$17.6K 4 0.01% Reduced
2011
GWM
GSB Wealth Management
Connecticut
$221K $0 1 0.07% Maintained
2012
RCAG
Rehmann Capital Advisory Group
Michigan
$221K -$9.28K 1 0.02% Reduced
2013
TFA
Transamerica Financial Advisors
Florida
$220K -$54.7K 5 0.03% Reduced
2014
GWAG
Garrett Wealth Advisory Group
Texas
$219K -$45.6K 1 0.09% Reduced
2015
LAM
Lifestyle Asset Management
Texas
$219K +$202K 1 0.12% New
2016
DWM
Drive Wealth Management
Utah
$219K -$8.87K 1 0.07% Reduced
2017
AP
Arlington Partners
Alabama
$219K -$108K 2 0.06% Reduced
2018
CT
Chicago Trust
Illinois
$219K $0 1 0.05% Maintained
2019
OFS
OneAscent Financial Services
Alabama
$218K +$16.8K 1 0.03% Increased
2020
CCT
Capital City Trust
Florida
$217K $0 1 0.06% Maintained
2021
SFS
Summit Financial Strategies
Ohio
$216K $0 1 0.03% Maintained
2022
ASBI
American State Bank (Iowa)
Iowa
$216K $0 1 0.14% Maintained
2023
LAM
L2 Asset Management
Massachusetts
$216K +$206K 1 0.09% New
2024
Cannell & Spears
Cannell & Spears
New York
$215K $0 1 0.02% Maintained
2025
E Fund Management
E Fund Management
China
$214K +$230K 1 0.01% New