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
| $14.6B | +$355M | 21 | 0.72% | Increased |
|
| 2 |
BlackRock
New York
| $13.2B | -$2.71M | 21 | 0.7% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.92B | -$134M | 20 | 0.7% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.84B | -$36.8M | 7 | 3.03% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.88B | +$931M | 15 | 1.06% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $4.81B | -$94.2M | 17 | 1.1% | Reduced |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $3.97B | +$72M | 13 | 0.94% | Increased |
|
| 8 |
Ameriprise
Minneapolis,
Minnesota
| $3.27B | +$542M | 16 | 1.64% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $3.25B | -$434M | 20 | 0.65% | Reduced |
|
| 10 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.92B | -$269M | 6 | 4.43% | Reduced |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $2.92B | -$51M | 13 | 0.36% | Reduced |
|
| 12 |
Bank of New York Mellon
New York
| $2.65B | -$73.8M | 20 | 0.75% | Reduced |
|
| 13 |
Evercore Trust Company
New York
| $2.63B | $0 | 1 | 8.01% | Maintained |
|
| 14 |
Dodge & Cox
San Francisco,
California
| $2.51B | +$1.1B | 2 | 2.12% | Increased |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $2.43B | -$7.31M | 4 | 0.57% | Reduced |
|
| 16 |
Morgan Stanley
New York
| $2.37B | -$10.6M | 23 | 0.72% | Reduced |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $2.26B | -$13.6M | 21 | 0.63% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $2.2B | -$117M | 17 | 0.68% | Reduced |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $2.06B | +$18.2M | 21 | 0.81% | Increased |
|
| 20 |
Goldman Sachs
New York
| $1.94B | +$203M | 19 | 0.5% | Increased |
|
| 21 |
ClearBridge Investments
New York
| $1.76B | +$97.3M | 5 | 1.73% | Increased |
|
| 22 |
Franklin Resources
San Mateo,
California
| $1.65B | -$22.9M | 8 | 0.82% | Reduced |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $1.64B | +$3.85M | 19 | 0.76% | Increased |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.59B | -$1.1M | 17 | 1.12% | Reduced |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| $1.45B | +$58.5M | 14 | 1.12% | Increased |
|