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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $19.7B | +$1.03B | 29 | 0.74% | Increased |
|
| 2 |
BlackRock
New York
| $17.7B | +$372M | 29 | 0.76% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.74B | +$512M | 26 | 0.65% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $6.28B | +$167M | 22 | 0.73% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.18B | +$1.31B | 23 | 0.59% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $3.76B | +$838M | 26 | 0.74% | Increased |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $3.14B | +$321M | 2 | 1.25% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $3.13B | +$629M | 22 | 0.81% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $3.13B | +$1.88B | 2 | 0.99% | Increased |
|
| 10 |
Cohen & Steers
New York
| $2.96B | -$75.5M | 4 | 8.22% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $2.82B | +$170M | 28 | 0.67% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $2.72B | +$467M | 26 | 0.74% | Increased |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $2.7B | +$21.9M | 24 | 1.05% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $2.69B | +$1.16B | 14 | 0.59% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $2.61B | +$142M | 28 | 0.63% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $2.35B | +$647M | 18 | 0.72% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $2.27B | +$1.75B | 24 | 0.89% | Increased |
|
| 18 |
Renaissance Technologies
New York
| $2.05B | -$120M | 22 | 1.81% | Reduced |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.85B | +$86.7M | 8 | 0.75% | Increased |
|
| 20 |
Goldman Sachs
New York
| $1.65B | -$208M | 26 | 0.48% | Reduced |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| $1.58B | -$139M | 29 | 0.24% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $1.56B | +$113M | 29 | 0.45% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $1.48B | +$63.3M | 25 | 0.9% | Increased |
|
| 24 |
Principal Financial Group
Des Moines,
Iowa
| $1.47B | +$93.5M | 21 | 1.32% | Increased |
|
| 25 |
Capital World Investors
Los Angeles,
California
| $1.38B | +$149M | 5 | 0.32% | Increased |
|