Energy Efficiency
Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.
31 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $37.1B | -$5.23B | 25 | 0.55% | Reduced |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $25.2B | -$4.47B | 24 | 0.54% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $18.9B | -$2.75B | 23 | 0.56% | Reduced |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $13.4B | -$1.6B | 21 | 0.6% | Reduced |
|
| 5 |
JP Morgan Chase
New York
| $10.9B | -$2.81B | 22 | 0.6% | Reduced |
|
| 6 |
Dodge & Cox
San Francisco,
California
| $10.2B | -$189M | 3 | 5.32% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $9.91B | -$415M | 23 | 0.43% | Reduced |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $9.81B | -$2.51B | 5 | 1.37% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $9.7B | -$1.65B | 25 | 0.52% | Reduced |
|
| 10 |
Morgan Stanley
New York
| $9.26B | -$2.04B | 25 | 0.49% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $7.15B | -$2.3B | 21 | 0.57% | Reduced |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $6.18B | -$630M | 21 | 0.4% | Reduced |
|
| 13 |
Franklin Resources
San Mateo,
California
| $5.51B | -$1.96B | 18 | 1.19% | Reduced |
|
| 14 |
Goldman Sachs
New York
| $4.83B | +$302M | 23 | 0.42% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $4.62B | -$2.38B | 14 | 0.8% | Reduced |
|
| 16 |
UBS Group
Zurich,
Switzerland
| $4.24B | +$301M | 25 | 0.54% | Increased |
|
| 17 |
Norges Bank
Oslo,
Norway
| $4.15B | +$3.91B | 12 | 0.41% | New |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $4.13B | -$696M | 22 | 0.48% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $4.1B | -$628M | 21 | 0.67% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $4.09B | -$271M | 22 | 0.74% | Reduced |
|
| 21 |
Fisher Asset Management
Camas,
Washington
| $3.63B | -$1.04B | 7 | 1.08% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $3.48B | -$513M | 19 | 0.83% | Reduced |
|
| 23 |
Newport Trust Company
Washington,
District of Columbia
| $3.47B | -$15.2M | 2 | 8.38% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $3.05B | -$349M | 21 | 0.41% | Reduced |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $3.03B | -$507M | 18 | 0.61% | Reduced |
|