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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
2026
R.M. Davis Inc
R.M. Davis Inc
Maine
$0 -$373K 0 – Closed
2027
RCG
Ruggie Capital Group
Florida
$0 $0 0 – Closed
2028
SIG
Sargent Investment Group
Maryland
$0 -$474K 0 – Closed
2029
S
SimplyRich
California
$0 -$205K 0 – Closed
2030
SCM
Sio Capital Management
New York
$0 -$12.3M 0 – Closed
2031
SMFS
Squar Milner Financial Services
California
$0 -$234K 0 – Closed
2032
SIC
Starr International Company
Switzerland
$0 -$7.48M 0 – Closed
2033
SWK
Stephen W. Kidder
$0 -$718K 0 – Closed
2034
TA
TCG Advisors
Texas
$0 -$39K 0 – Closed
2035
TIP
Torray Investment Partners
Maryland
$0 -$802K 0 – Closed
2036
TPWA
TRUE Private Wealth Advisors
Oregon
$0 -$169K 0 – Closed
2037
TNBTD
Trustmark National Bank Trust Department
Mississippi
$0 -$292K 0 – Closed
2038
UFF
USA Financial Formulas
Michigan
$0 -$2.83M 1 0% Reduced
2039
USGIU
U.S. Global Investors (USGI)
Texas
$0 -$892K 0 – Closed
2040
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$0 -$334K 0 – Closed
2041
WAM
Wakefield Asset Management
Colorado
$0 -$526K 0 – Closed
2042
WCM
Wallace Capital Management
Texas
$0 -$1.22M 0 – Closed
2043
WCP
Waterfront Capital Partners
New York
$0 -$19.5M 0 – Closed
2044
WI
WBI Investments
New Jersey
$0 -$1.44M 0 – Closed
2045
W
WealthStone
Ohio
$0 -$187K 0 – Closed
2046
Weiss Asset Management
Weiss Asset Management
Massachusetts
$0 -$211K 0 – Closed
2047
WSC
Wellington Shields & Co
New York
$0 -$50K 0 – Closed
2048
WC
Wexford Capital
Florida
$0 -$16.4M 0 – Closed
2049
WCA
Windsor Creek Advisors
Vermont
$0 -$645K 0 – Closed
2050
YWP
YorkBridge Wealth Partners
New York
$0 -$296K 0 – Closed
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