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
| $14.9B | +$47.6M | 21 | 0.65% | Increased |
|
| 2 |
BlackRock
New York
| $13.7B | +$206M | 22 | 0.66% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.48B | -$420M | 20 | 0.64% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.57B | -$39.4M | 6 | 2.81% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.61B | -$619M | 15 | 0.73% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $3.78B | -$216M | 12 | 0.86% | Reduced |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| $3.46B | +$51.3M | 20 | 0.59% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $3.38B | -$576M | 19 | 0.72% | Reduced |
|
| 9 |
Dodge & Cox
San Francisco,
California
| $3.36B | +$737M | 2 | 2.71% | Increased |
|
| 10 |
Fidelity Investments
Boston,
Massachusetts
| $2.86B | -$94.6M | 13 | 0.34% | Reduced |
|
| 11 |
Newport Trust Company
Washington,
District of Columbia
| $2.85B | $0 | 1 | 8.01% | Maintained |
|
| 12 |
Ameriprise
Minneapolis,
Minnesota
| $2.84B | -$270M | 15 | 1.28% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $2.56B | -$92.1M | 20 | 0.71% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $2.53B | -$89.1M | 22 | 0.7% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $2.35B | -$16.7M | 21 | 0.61% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $2.29B | +$95.1M | 21 | 0.75% | Increased |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $2.1B | -$281M | 4 | 0.47% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $2.07B | -$105M | 16 | 0.53% | Reduced |
|
| 19 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.95B | -$42.5M | 5 | 3.09% | Reduced |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.85B | -$41.8M | 8 | 0.94% | Reduced |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $1.8B | +$48.3M | 18 | 0.75% | Increased |
|
| 22 |
ClearBridge Investments
New York
| $1.78B | +$50.8M | 7 | 1.68% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $1.74B | -$59.8M | 18 | 0.65% | Reduced |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.5B | -$78.5M | 17 | 1.01% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.45B | +$177M | 21 | 0.43% | Increased |
|