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
| $25.8B | +$191M | 39 | 0.63% | Increased |
|
| 2 |
BlackRock
New York
| $20.9B | +$579M | 38 | 0.6% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $10B | +$68.8M | 36 | 0.56% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $7.31B | -$118M | 14 | 1.46% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $6.8B | -$1.02B | 33 | 0.59% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.37B | +$235M | 26 | 0.93% | Increased |
|
| 7 |
Norges Bank
Oslo,
Norway
| $4.95B | +$815M | 20 | 1% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $4.13B | +$138M | 36 | 0.49% | Increased |
|
| 9 |
Morgan Stanley
New York
| $3.65B | +$75.1M | 40 | 0.37% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $3.55B | -$256M | 37 | 0.39% | Reduced |
|
| 11 |
Cohen & Steers
New York
| $3.34B | +$227M | 4 | 7.69% | Increased |
|
| 12 |
Principal Financial Group
Des Moines,
Iowa
| $2.86B | +$63.1M | 23 | 2.06% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.38B | +$97.8M | 35 | 0.46% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $2.38B | -$36M | 26 | 0.64% | Reduced |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $2.37B | +$49.1M | 24 | 0.78% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $2.09B | -$134M | 31 | 0.46% | Reduced |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $2.07B | +$5.88M | 3 | 0.41% | Increased |
|
| 18 |
Capital International Investors
Los Angeles,
California
| $1.95B | -$1.7B | 2 | 0.49% | Reduced |
|
| 19 |
Capital Research Global Investors
Los Angeles,
California
| $1.83B | +$387M | 5 | 0.5% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $1.8B | -$3.33M | 29 | 0.63% | Reduced |
|
| 21 |
Charles Schwab
San Francisco,
California
| $1.79B | +$62.2M | 32 | 0.51% | Increased |
|
| 22 |
CDR
Clayton Dubilier & Rice
New York
| $1.78B | $0 | 1 | 32.71% | Maintained |
|
| 23 |
Aristotle Capital Management
Los Angeles,
California
| $1.73B | +$94.3M | 3 | 3.72% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $1.61B | +$97.2M | 34 | 0.18% | Increased |
|
| 25 |
Credit Suisse
Zurich,
Switzerland
| $1.51B | -$794K | 25 | 1.53% | Reduced |
|