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 |
Vanguard Group
Malvern,
Pennsylvania
| $13.5B | +$674M | 20 | 0.69% | Increased |
|
| 2 |
BlackRock
New York
| $12.5B | +$11.9B | 21 | 0.69% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.63B | -$151M | 19 | 0.68% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.47B | +$18.4M | 8 | 3.03% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $4.7B | -$40.8M | 18 | 1.07% | Reduced |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.67B | +$967M | 15 | 0.88% | Increased |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $3.64B | -$161M | 12 | 0.88% | Reduced |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $3.46B | +$177M | 20 | 0.69% | Increased |
|
| 9 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $3.04B | -$120M | 5 | 4.58% | Reduced |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $2.79B | -$363M | 13 | 0.35% | Reduced |
|
| 11 |
Ameriprise
Minneapolis,
Minnesota
| $2.57B | +$127M | 15 | 1.33% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $2.57B | +$1.04M | 19 | 0.71% | Increased |
|
| 13 |
Evercore Trust Company
New York
| $2.46B | $0 | 1 | 7.62% | Maintained |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $2.32B | +$144M | 4 | 0.56% | Increased |
|
| 15 |
Morgan Stanley
New York
| $2.24B | +$104M | 23 | 0.69% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.19B | +$39.7M | 17 | 0.72% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $2.15B | +$60.7M | 21 | 0.62% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $1.93B | +$155M | 21 | 0.79% | Increased |
|
| 19 |
Goldman Sachs
New York
| $1.62B | +$176M | 19 | 0.44% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.6B | -$19.3M | 7 | 0.81% | Reduced |
|
| 21 |
ClearBridge Investments
New York
| $1.58B | +$363M | 5 | 1.59% | Increased |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $1.55B | +$51.3M | 19 | 0.74% | Increased |
|
| 23 |
TIAA CREF Investment Management
New York
| $1.49B | -$29.4M | 16 | 1.07% | Reduced |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| $1.41B | +$34.6M | 10 | 1.46% | Increased |
|
| 25 |
Dodge & Cox
San Francisco,
California
| $1.33B | -$12.4M | 2 | 1.13% | Reduced |
|