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
| $38.5B | +$677M | 36 | 0.58% | Increased |
|
| 2 |
BlackRock
New York
| $30.2B | +$266M | 36 | 0.53% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $15.2B | +$261M | 35 | 0.53% | Increased |
|
| 4 |
Capital International Investors
Los Angeles,
California
| $9.75B | +$1.09B | 4 | 1.57% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $8.56B | -$50.9M | 35 | 0.45% | Reduced |
|
| 6 |
Cohen & Steers
New York
| $8.07B | +$854M | 6 | 14.56% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $7.13B | +$283M | 36 | 0.45% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.21B | +$948M | 28 | 0.66% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $6.07B | +$771M | 33 | 0.36% | Increased |
|
| 10 |
Dodge & Cox
San Francisco,
California
| $5.24B | +$107M | 2 | 2.83% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $4.98B | +$114M | 37 | 0.34% | Increased |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $4.92B | -$323M | 17 | 0.86% | Reduced |
|
| 13 |
Principal Financial Group
Des Moines,
Iowa
| $4.45B | -$144M | 21 | 2.24% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $3.82B | +$205M | 37 | 0.23% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $3.61B | +$89.8M | 27 | 0.78% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $3.61B | +$28.9M | 35 | 0.46% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $3.5B | -$253M | 26 | 0.55% | Reduced |
|
| 18 |
Charles Schwab
San Francisco,
California
| $3.4B | +$177M | 33 | 0.54% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $2.9B | +$169M | 33 | 0.52% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $2.59B | -$147M | 32 | 0.58% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $2.32B | +$137M | 32 | 0.28% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $2.28B | -$27.9M | 30 | 0.6% | Reduced |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.96B | -$75.3M | 32 | 0.65% | Reduced |
|
| 24 |
UBS Group
Zurich,
Switzerland
| $1.89B | +$314M | 39 | 0.3% | Increased |
|
| 25 |
Centersquare Investment Management
Conshohocken,
Pennsylvania
| $1.86B | +$111M | 6 | 18.66% | Increased |
|