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
| $25.3B | +$312M | 42 | 0.69% | Increased |
|
| 2 |
BlackRock
New York
| $21.1B | +$253M | 42 | 0.66% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.8B | +$141M | 40 | 0.58% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $8.07B | -$25.8M | 36 | 0.8% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $7.06B | -$633M | 16 | 1.42% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.6B | +$537M | 27 | 1.06% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $3.82B | +$105M | 42 | 0.54% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $3.82B | -$480M | 35 | 0.5% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $3.65B | +$56.3M | 24 | 0.88% | Increased |
|
| 10 |
Morgan Stanley
New York
| $3.39B | +$504M | 41 | 0.39% | Increased |
|
| 11 |
Capital International Investors
Los Angeles,
California
| $3.27B | +$809M | 4 | 0.88% | Increased |
|
| 12 |
CDR
Clayton Dubilier & Rice
New York
| $3.14B | $0 | 1 | 44.59% | Maintained |
|
| 13 |
Cohen & Steers
New York
| $3.14B | +$474M | 3 | 6.92% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $2.48B | -$172M | 33 | 0.57% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $2.45B | -$15.3M | 40 | 0.51% | Reduced |
|
| 16 |
Principal Financial Group
Des Moines,
Iowa
| $2.45B | +$182M | 24 | 1.84% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.24B | +$130M | 29 | 0.66% | Increased |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $2.12B | -$288M | 6 | 0.64% | Reduced |
|
| 19 |
General Atlantic
New York
| $2.04B | $0 | 2 | 26.97% | Maintained |
|
| 20 |
Capital World Investors
Los Angeles,
California
| $1.82B | +$125M | 6 | 0.39% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $1.71B | +$61M | 31 | 0.55% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $1.63B | -$28.3M | 30 | 0.63% | Reduced |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $1.63B | -$234M | 39 | 0.19% | Reduced |
|
| 24 |
Jennison Associates
New York
| $1.62B | +$47.7M | 4 | 1.65% | Increased |
|
| 25 |
Aristotle Capital Management
Los Angeles,
California
| $1.54B | -$52.5M | 3 | 3.26% | Reduced |
|