Here we go members, a sampling of the latest thematic reading that is helping inform the larger AAP investing tapestry as well as more specific thoughts on the portfolio.

Enjoy, and if you've spotted an article that fits our thematic approach that you think we and other members should be reading, by all means send it to us at

Aging of the Population - AMN Healthcare (AMN) , Elevance  (ELV)
Capturing the demographic wave of the aging population and the changing demands it brings with it:

Cybersecurity & Data Privacy - First Trust Nasdaq Cybersecurity ETF (CIBR)
Securing individuals and organizations against cyber threats and privacy violations:

Digital Infrastructure & Connectivity
Companies behind the buildout and upgrading of networks, data storage facilities, and equipment as well as the chips that connect them:

Digital Privacy & Identity - Clear Secure (YOU)
Companies providing the tools and services that verify authorized users and safeguard personal data privacy:

Luxury Buying Boom - Coty Inc.  (COTY)
Tapping into aspirational buying and affluent buyers amid rising global wealth:

Middle Class Squeeze - Costco Wholesale (COST)
Companies poised to benefit as consumers stretch the disposable spending dollars they do have:

Safety & Security - Lockheed Martin  (LMT)
As individuals, companies, and countries, we must be increasingly on guard and behaviors need to shift away from reactionary defense towards always prepared and secure:

Sustainable Future of Food - Deere & Co. (DE)
Companies addressing the challenge of providing healthy, affordable, and nutritious food to a growing global population amid dwindling natural resources: