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
| $16.1B | +$195M | 21 | 0.7% | Increased |
|
| 2 |
BlackRock
New York
| $14.6B | +$151M | 22 | 0.69% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.47B | +$230M | 20 | 0.68% | Increased |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $7.05B | -$127M | 6 | 2.95% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.76B | -$353M | 15 | 0.93% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $4.31B | -$276M | 12 | 0.95% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $4.23B | -$513M | 18 | 0.89% | Reduced |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $3.66B | -$548M | 21 | 0.61% | Reduced |
|
| 9 |
Ameriprise
Minneapolis,
Minnesota
| $3.31B | -$168M | 16 | 1.51% | Reduced |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $3.2B | +$112M | 13 | 0.38% | Increased |
|
| 11 |
Newport Trust Company
Washington,
District of Columbia
| $3.02B | +$2.93B | 1 | 8.42% | New |
|
| 12 |
Dodge & Cox
San Francisco,
California
| $2.9B | +$427M | 2 | 2.24% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $2.85B | +$104M | 20 | 0.75% | Increased |
|
| 14 |
Morgan Stanley
New York
| $2.8B | +$160M | 21 | 0.77% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $2.55B | -$13.7M | 21 | 0.65% | Reduced |
|
| 16 |
Capital World Investors
Los Angeles,
California
| $2.54B | +$96.4M | 4 | 0.55% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $2.37B | +$112M | 21 | 0.81% | Increased |
|
| 18 |
Goldman Sachs
New York
| $2.34B | +$31.8M | 16 | 0.56% | Increased |
|
| 19 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.16B | -$327M | 5 | 3.23% | Reduced |
|
| 20 |
Franklin Resources
San Mateo,
California
| $2.02B | +$160M | 7 | 0.97% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $1.93B | -$160M | 17 | 0.69% | Reduced |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $1.9B | +$9.66M | 17 | 0.79% | Increased |
|
| 23 |
ClearBridge Investments
New York
| $1.86B | +$24.2M | 6 | 1.72% | Increased |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.69B | -$74.2M | 17 | 1.11% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.4B | +$182M | 21 | 0.41% | Increased |
|