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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	BBI Baxter Bros Inc Riverside, Connecticut	$216K	-$758	1	0.03%	Reduced
2027	LFA Legacy Financial Advisors Covington, Kentucky	$216K	+$209K	1	0.04%	New
2028	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$216K	$0	1	0.05%	Maintained
2029	AIA Armor Investment Advisors Raleigh, North Carolina	$216K	-$229K	1	0.1%	Reduced
2030	TWP Total Wealth Planning Cincinnati, Ohio	$216K	$0	1	0.04%	Maintained
2031	PS Planned Solutions Folsom, California	$216K	-$219K	1	0.11%	Reduced
2032	YC Yarbrough Capital Franklin, Tennessee	$216K	$0	1	0.01%	Maintained
2033	TLA Tanglewood Legacy Advisors Houston, Texas	$215K	$0	1	0.11%	Maintained
2034	MIM MTM Investment Management Spartanburg, South Carolina	$215K	$0	1	0.09%	Maintained
2035	TAM Titleist Asset Management San Antonio, Texas	$214K	+$1.36K	1	0.04%	Increased
2036	CAM Campion Asset Management Falls Church, Virginia	$214K	$0	1	0.17%	Maintained
2037	HR Hardy Reed Tupelo, Mississippi	$213K	+$205K	1	0.03%	New
2038	PS Portfolio Strategies Monsey, New York	$213K	+$205K	1	0.01%	New
2039	WCM WealthBridge Capital Management Westerville, Ohio	$212K	$0	1	0.07%	Maintained
2040	ME McIlrath & Eck Arlington, Washington	$212K	+$23.6K	7	0.03%	Increased
2041	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$212K	+$30.4K	2	0.09%	Increased
2042	IIC Ironwood Investment Counsel Scottsdale, Arizona	$212K	+$200K	1	0.04%	New
2043	CWM Cordatus Wealth Management Newtown, Pennsylvania	$211K	+$220K	1	0.15%	New
2044	NC Napatree Capital Westerly, Rhode Island	$211K	-$16.5K	1	0.2%	Reduced
2045	FBT First Bank & Trust Brookings, South Dakota	$210K	-$9.47K	1	0.04%	Reduced
2046	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$210K	+$52.2K	1	0.11%	Increased
2047	HR Howe & Rusling Rochester, New York	$210K	-$172K	1	0.02%	Reduced
2048	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$210K	+$182K	1	0.09%	Increased
2049	WOC West Oak Capital Westlake Village, California	$210K	+$2.04K	2	0.09%	Increased
2050	CWM Compass Wealth Management Guilford, Connecticut	$210K	-$47.1K	4	0.05%	Reduced