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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
ONST
Old North State Trust
North Carolina
$129K +$132K 2 0.11% New
2027
SOS
Silver Oak Securities
Tennessee
$126K +$117K 1 0.03% New
2028
AFP
Ausdal Financial Partners
Iowa
$125K -$50.1K 2 0.02% Reduced
2029
BWM
BerganKDV Wealth Management
Minnesota
$125K -$431 8 0.01% Reduced
2030
LFM
Lumina Fund Management
New York
$124K +$31.3K 1 0.05% Increased
2031
TWM
Tradition Wealth Management
Minnesota
$124K +$64.1K 9 0.02% Increased
2032
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K -$21.4K 4 0% Reduced
2033
PFT
Providence First Trust
Arizona
$123K +$131K 1 0.07% New
2034
BLC
Brown, Lisle/Cummings
Rhode Island
$123K $0 1 0.07% Maintained
2035
RTC
Riverview Trust Company
Washington
$122K -$29.6K 7 0.12% Reduced
2036
LIM
Longfellow Investment Management
Massachusetts
$120K $0 2 0.02% Maintained
2037
HBW
Hazlett, Burt & Watson
West Virginia
$118K +$1.04K 4 0.11% Increased
2038
CNBTD
Citizens National Bank Trust Department
Mississippi
$117K $0 5 0.04% Maintained
2039
SM
Skaana Management
New York
$117K -$12.5K 1 0.04% Reduced
2040
BCM
Bluefin Capital Management
New York
$116K +$83.4K 1 0.01% New
2041
JWA
JFS Wealth Advisors
Pennsylvania
$115K -$40.6K 11 0.01% Reduced
2042
SAM
S.A. Mason
Michigan
$111K $0 2 0.09% Maintained
2043
CGIM
Cannon Global Investment Management
Florida
$108K +$78.4K 1 0.17% New
2044
DI
Disciplined Investments
Oklahoma
$107K +$577 12 0.05% Increased
2045
HR
Howe & Rusling
New York
$107K -$30.7K 6 0.01% Reduced
2046
JCG
John C. Goff
$107K -$81.5K 1 0.14% Reduced
2047
AF
Arrow Financial
New York
$106K $0 1 0.02% Maintained
2048
BIA
Bell Investment Advisors
California
$106K +$8.39K 18 0.03% Increased
2049
IAMOG
Investors Asset Management of Georgia
Georgia
$106K $0 5 0.05% Maintained
2050
RCG
Rock Creek Group
District of Columbia
$105K -$62K 2 0.01% Reduced