Silver economy
This theme covers companies whose customers are largely people at or past retirement age, from health plans and joint replacements to annuities, cruises, motorhomes and motorcycles. It does not include drugmakers, which sit in GLP-1 and obesity and elsewhere, or general consumer companies with a broad customer base. Members were chosen because older adults make up a large, reported share of the business or its customers.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Medicare health plans3 companies
- Medical devices5 companies
- Senior housing and care5 companies
- Retirement savings and income5 companies
- Cruises and travel5 companies
- Recreation5 companies
- Funeral services1 company
How this list is chosen
Last reviewed Nov 4, 2026.
A listed company is included when people aged 65 and over, or saving for retirement, are a main customer group: Medicare health plans, devices and care used mostly by older patients, senior housing, retirement savings and income products, or travel and recreation with an older customer base. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Nov 4, 2026First list published with 29 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to the number of Americans turning 65 each year as the baby boom generation retires.
- The case usually made is that older households hold a large share of US wealth and spend it on health, housing, travel and leisure.
- Supporters argue that the group spans health care, finance and recreation, so it touches several parts of retirement spending.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that Medicare payment rates are set by the government and can change from year to year.
- Risks often raised include market downturns that shrink retirement savings, and high costs for labor in senior care.
- Critics note that travel and recreation spending tends to fall when the economy weakens or fuel and borrowing costs rise.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- AGNGGlobal X Aging Population ETF
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.