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
| $28.4B | +$1.11B | 41 | 0.67% | Increased |
|
| 2 |
BlackRock
New York
| $23.1B | -$245M | 42 | 0.62% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $11.1B | +$557M | 39 | 0.55% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $9.66B | -$135M | 39 | 0.77% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.99B | -$559M | 31 | 0.91% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $6.98B | +$1.87B | 17 | 1.2% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $5.5B | +$529M | 35 | 0.66% | Increased |
|
| 8 |
CDR
Clayton Dubilier & Rice
New York
| $5.22B | $0 | 1 | 42.34% | Maintained |
|
| 9 |
Norges Bank
Oslo,
Norway
| $4.12B | +$18.4M | 23 | 0.9% | Increased |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $4.02B | +$90.8M | 41 | 0.5% | Increased |
|
| 11 |
Cohen & Steers
New York
| $3.79B | -$351M | 3 | 6.36% | Reduced |
|
| 12 |
Capital Research Global Investors
Los Angeles,
California
| $3.2B | +$9.6M | 6 | 0.79% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.87B | -$89.9M | 38 | 0.5% | Reduced |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $2.78B | -$16.6M | 28 | 0.86% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $2.74B | +$131M | 29 | 0.7% | Increased |
|
| 16 |
Morgan Stanley
New York
| $2.67B | +$9.14M | 43 | 0.36% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $2.51B | -$76.4M | 36 | 0.49% | Reduced |
|
| 18 |
Principal Financial Group
Des Moines,
Iowa
| $2.5B | +$53.1M | 27 | 1.58% | Increased |
|
| 19 |
General Atlantic
New York
| $2.44B | $0 | 2 | 22.28% | Maintained |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $2.39B | -$77.5M | 3 | 0.54% | Reduced |
|
| 21 |
Legal & General Group
London,
United Kingdom
| $1.89B | +$53.8M | 30 | 0.57% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $1.84B | +$43.1M | 39 | 0.18% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $1.81B | +$46.6M | 31 | 0.54% | Increased |
|
| 24 |
Capital World Investors
Los Angeles,
California
| $1.79B | -$474M | 6 | 0.31% | Reduced |
|
| 25 |
Aristotle Capital Management
Los Angeles,
California
| $1.72B | +$3.41M | 3 | 3.13% | Increased |
|