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 | -$276M | 39 | 0.65% | Reduced |
|
| 2 |
BlackRock
New York
| $20.3B | -$939M | 39 | 0.6% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.68B | -$190M | 38 | 0.55% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $8.16B | -$354M | 34 | 0.75% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $6.86B | -$356M | 14 | 1.36% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.52B | +$54.4M | 26 | 0.98% | Increased |
|
| 7 |
CDR
Clayton Dubilier & Rice
New York
| $4.62B | $0 | 1 | 50.06% | Maintained |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $3.86B | +$3.7M | 39 | 0.5% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $3.84B | +$65.8M | 21 | 0.84% | Increased |
|
| 10 |
Morgan Stanley
New York
| $3.7B | -$12.1M | 39 | 0.4% | Reduced |
|
| 11 |
JP Morgan Chase
New York
| $3.54B | -$240M | 33 | 0.43% | Reduced |
|
| 12 |
Capital International Investors
Los Angeles,
California
| $3.44B | +$182M | 4 | 0.88% | Increased |
|
| 13 |
Cohen & Steers
New York
| $3.18B | -$256M | 2 | 6.86% | Reduced |
|
| 14 |
General Atlantic
New York
| $2.76B | $0 | 2 | 32.09% | Maintained |
|
| 15 |
Principal Financial Group
Des Moines,
Iowa
| $2.53B | +$49.3M | 23 | 1.81% | Increased |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $2.43B | +$203M | 6 | 0.5% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $2.39B | -$82.5M | 36 | 0.47% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $2.3B | +$42M | 27 | 0.64% | Increased |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $2.28B | +$2.33B | 26 | 0.77% | New |
|
| 20 |
Bank of New York Mellon
New York
| $2.28B | -$207M | 30 | 0.5% | Reduced |
|
| 21 |
Capital Research Global Investors
Los Angeles,
California
| $1.89B | -$470M | 5 | 0.54% | Reduced |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $1.7B | +$57.5M | 36 | 0.17% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $1.69B | +$53.1M | 28 | 0.61% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $1.68B | -$52.5M | 29 | 0.51% | Reduced |
|
| 25 |
Aristotle Capital Management
Los Angeles,
California
| $1.56B | -$27.4M | 3 | 3.27% | Reduced |
|