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
| $15B | +$154M | 21 | 0.7% | Increased |
|
| 2 |
BlackRock
New York
| $13.7B | +$232M | 22 | 0.69% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.86B | -$154M | 20 | 0.68% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.88B | -$110M | 6 | 2.99% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.98B | +$346M | 15 | 1.02% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $4.42B | -$496M | 15 | 0.97% | Reduced |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $4.31B | +$134M | 14 | 0.99% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $3.97B | +$607M | 20 | 0.63% | Increased |
|
| 9 |
Ameriprise
Minneapolis,
Minnesota
| $3.31B | +$3.1M | 16 | 1.58% | Increased |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $2.94B | -$42.6M | 13 | 0.36% | Reduced |
|
| 11 |
Evercore Trust Company
New York
| $2.79B | $0 | 1 | 8.08% | Maintained |
|
| 12 |
Dodge & Cox
San Francisco,
California
| $2.62B | +$291M | 2 | 2.11% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $2.59B | -$117M | 20 | 0.71% | Reduced |
|
| 14 |
Capital World Investors
Los Angeles,
California
| $2.52B | +$187M | 4 | 0.57% | Increased |
|
| 15 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.5B | -$372M | 5 | 3.77% | Reduced |
|
| 16 |
Morgan Stanley
New York
| $2.47B | +$3.78M | 21 | 0.74% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $2.44B | +$145M | 21 | 0.64% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $2.14B | +$41.1M | 21 | 0.79% | Increased |
|
| 19 |
Goldman Sachs
New York
| $2.13B | +$90.8M | 18 | 0.52% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $2.07B | -$60.5M | 17 | 0.77% | Reduced |
|
| 21 |
ClearBridge Investments
New York
| $1.81B | +$80.8M | 6 | 1.74% | Increased |
|
| 22 |
Franklin Resources
San Mateo,
California
| $1.81B | +$147M | 7 | 0.89% | Increased |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $1.75B | +$36.1M | 18 | 0.76% | Increased |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.64B | -$32.7M | 17 | 1.12% | Reduced |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $1.36B | +$77.1M | 10 | 1.38% | Increased |
|