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
| $25.5B | +$127M | 40 | 0.72% | Increased |
|
| 2 |
BlackRock
New York
| $21.4B | +$595M | 41 | 0.69% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $10.1B | -$11.9M | 39 | 0.6% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $8.67B | -$113M | 35 | 0.86% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8B | -$467M | 31 | 1.01% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $7.29B | +$551M | 18 | 1.47% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $4.89B | +$159M | 34 | 0.68% | Increased |
|
| 8 |
CDR
Clayton Dubilier & Rice
New York
| $4.5B | $0 | 1 | 39.73% | Maintained |
|
| 9 |
Norges Bank
Oslo,
Norway
| $3.79B | +$118M | 21 | 0.98% | Increased |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $3.68B | +$73.9M | 41 | 0.54% | Increased |
|
| 11 |
Morgan Stanley
New York
| $3.12B | +$791M | 41 | 0.41% | Increased |
|
| 12 |
Cohen & Steers
New York
| $2.84B | -$433M | 3 | 5.58% | Reduced |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $2.67B | -$372M | 6 | 0.83% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.52B | -$63.3M | 38 | 0.54% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $2.43B | -$5.8M | 28 | 0.74% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $2.38B | -$129M | 25 | 0.85% | Reduced |
|
| 17 |
Capital International Investors
Los Angeles,
California
| $2.32B | +$29M | 3 | 0.63% | Increased |
|
| 18 |
Principal Financial Group
Des Moines,
Iowa
| $2.28B | +$122M | 25 | 1.69% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $2.23B | -$21.5M | 36 | 0.51% | Reduced |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| $1.95B | +$294M | 37 | 0.22% | Increased |
|
| 21 |
General Atlantic
New York
| $1.81B | $0 | 2 | 23.61% | Maintained |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $1.78B | +$69.1M | 29 | 0.63% | Increased |
|
| 23 |
Capital World Investors
Los Angeles,
California
| $1.67B | -$35.1M | 5 | 0.35% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $1.65B | +$20.7M | 31 | 0.57% | Increased |
|
| 25 |
Goldman Sachs
New York
| $1.63B | +$82.8M | 32 | 0.41% | Increased |
|