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
| $22B | +$221M | 30 | 0.75% | Increased |
|
| 2 |
BlackRock
New York
| $20.1B | +$406M | 30 | 0.77% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.33B | -$319M | 25 | 0.64% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $6.54B | -$358M | 23 | 0.72% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.32B | +$302M | 24 | 0.69% | Increased |
|
| 6 |
Capital Research Global Investors
Los Angeles,
California
| $4.67B | +$956M | 2 | 1.4% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $4.11B | +$204M | 23 | 1.27% | Increased |
|
| 8 |
Capital International Investors
Los Angeles,
California
| $4.05B | -$31M | 2 | 1.38% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $3.72B | -$65.8M | 26 | 0.69% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $3.18B | -$29.2M | 29 | 0.71% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $3.12B | +$135M | 29 | 0.65% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $2.9B | +$23.7M | 28 | 0.75% | Increased |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $2.9B | -$28.2M | 24 | 1.06% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $2.55B | -$550M | 12 | 0.53% | Reduced |
|
| 15 |
Norges Bank
Oslo,
Norway
| $2.54B | +$2M | 19 | 0.71% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $2.49B | -$35.7M | 25 | 0.94% | Reduced |
|
| 17 |
Cohen & Steers
New York
| $2.24B | -$542M | 5 | 5.58% | Reduced |
|
| 18 |
Renaissance Technologies
New York
| $2.19B | -$44.2M | 22 | 1.68% | Reduced |
|
| 19 |
Capital World Investors
Los Angeles,
California
| $2.11B | +$46.7M | 6 | 0.47% | Increased |
|
| 20 |
Goldman Sachs
New York
| $2.08B | +$274M | 26 | 0.53% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $2.07B | +$123M | 30 | 0.56% | Increased |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.96B | -$176M | 5 | 0.73% | Reduced |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $1.74B | -$44.4M | 29 | 0.25% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $1.67B | +$47.2M | 26 | 0.9% | Increased |
|
| 25 |
Principal Financial Group
Des Moines,
Iowa
| $1.52B | +$25.6M | 22 | 1.27% | Increased |
|