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
| $29.3B | +$655M | 41 | 0.56% | Increased |
|
| 2 |
BlackRock
New York
| $22.6B | +$179M | 38 | 0.51% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $10.7B | +$109M | 37 | 0.47% | Increased |
|
| 4 |
Norges Bank
Oslo,
Norway
| $6.2B | +$242M | 18 | 0.93% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $5.82B | +$800K | 31 | 0.37% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $4.9B | +$182M | 39 | 0.43% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $4.85B | +$647M | 36 | 0.4% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $4.69B | -$612M | 18 | 0.84% | Reduced |
|
| 9 |
Cohen & Steers
New York
| $4.43B | +$291M | 5 | 9.3% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.19B | +$326M | 26 | 0.5% | Increased |
|
| 11 |
Capital International Investors
Los Angeles,
California
| $3.91B | +$684M | 3 | 0.8% | Increased |
|
| 12 |
Dodge & Cox
San Francisco,
California
| $3.43B | +$1.49B | 2 | 2.06% | Increased |
|
| 13 |
Morgan Stanley
New York
| $3.41B | +$206M | 40 | 0.26% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $3.34B | +$134M | 42 | 0.3% | Increased |
|
| 15 |
Principal Financial Group
Des Moines,
Iowa
| $3.2B | -$39.6M | 23 | 1.9% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $2.78B | +$76M | 24 | 0.73% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.61B | -$138M | 31 | 0.55% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $2.36B | +$115M | 31 | 0.45% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $2.28B | +$278M | 31 | 0.64% | Increased |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $2.21B | +$53.9M | 35 | 0.37% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $2.15B | +$62.6M | 34 | 0.41% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $2B | +$529M | 24 | 0.57% | Increased |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| $1.81B | +$70.1M | 30 | 0.53% | Increased |
|
| 24 |
Aristotle Capital Management
Los Angeles,
California
| $1.77B | -$30.5M | 3 | 3.42% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.75B | +$266M | 28 | 0.79% | Increased |
|