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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	SAM SP Asset Management Cupertino, California	$232K	+$254K	1	0.02%	New
2002	DCM DGS Capital Management Jersey City, New Jersey	$232K	-$104K	1	0.07%	Reduced
2003	CCM Chickasaw Capital Management Memphis, Tennessee	$231K	$0	1	0.01%	Maintained
2004	GWM Gibbs Wealth Management Alpharetta, Georgia	$231K	+$252K	1	0.13%	New
2005	KCM Kanawha Capital Management Richmond, Virginia	$230K	+$218K	1	0.02%	New
2006	GIA GHP Investment Advisors Denver, Colorado	$230K	$0	4	0.01%	Maintained
2007	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$229K	$0	1	0.06%	Maintained
2008	HWM Heirloom Wealth Management Greenwood Village, Colorado	$228K	-$200K	1	0.08%	Reduced
2009	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$228K	$0	1	0.08%	Maintained
2010	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$228K	+$500	1	0.12%	Increased
2011	SS Sunbelt Securities Houston, Texas	$226K	+$28.1K	9	0.03%	Increased
2012	TWM Thrive Wealth Management Audubon, Pennsylvania	$226K	+$214K	1	0.05%	New
2013	9WM 9258 Wealth Management Blue Ash, Ohio	$225K	-$45.5K	1	0.04%	Reduced
2014	WPP Whalerock Point Partners Providence, Rhode Island	$223K	-$90.5K	1	0.06%	Reduced
2015	FUBT First United Bank & Trust Oakland, Maryland	$222K	-$14K	3	0.08%	Reduced
2016	ACM AlphaStar Capital Management Cornelius, North Carolina	$222K	+$379	1	0.02%	Increased
2017	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$222K	$0	1	0.06%	Maintained
2018	Avidian Wealth Enterprises Houston, Texas	$220K	+$212K	1	0.01%	New
2019	IFPG Intrepid Financial Planning Group Carmel, Indiana	$220K	$0	1	0.1%	Maintained
2020	CTA Colonial Trust Advisors Spartanburg, South Carolina	$220K	+$9.78K	6	0.02%	Increased
2021	WPC White Pine Capital Bloomington, Minnesota	$220K	$0	1	0.08%	Maintained
2022	Journey Strategic Wealth Summit, New Jersey	$219K	+$212K	1	0.01%	New
2023	ADL Asset Dedication LLC San Francisco, California	$217K	+$413	5	0.02%	Increased
2024	SFC SYM Financial Corp Winona Lake, Indiana	$216K	-$1.37K	1	0.04%	Reduced
2025	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$216K	-$12.1K	1	0.02%	Reduced