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
| $14.7B | +$36.3M | 21 | 0.61% | Increased |
|
| 2 |
BlackRock
New York
| $13.8B | +$234M | 22 | 0.63% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.33B | -$57.1M | 20 | 0.61% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.33B | -$137M | 6 | 2.71% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $3.77B | +$71.4M | 14 | 0.84% | Increased |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $3.55B | +$126M | 21 | 0.59% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.53B | -$877M | 16 | 0.54% | Reduced |
|
| 8 |
Dodge & Cox
San Francisco,
California
| $3.34B | +$151M | 2 | 2.67% | Increased |
|
| 9 |
Newport Trust Company
Washington,
District of Columbia
| $3.16B | +$328M | 2 | 9.17% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $3.1B | -$268M | 18 | 0.64% | Reduced |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $2.64B | -$218M | 13 | 0.3% | Reduced |
|
| 12 |
Ameriprise
Minneapolis,
Minnesota
| $2.52B | -$327M | 15 | 1.11% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $2.51B | -$38.6M | 20 | 0.68% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $2.35B | -$156M | 22 | 0.64% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $2.32B | -$3.82M | 21 | 0.59% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $2.31B | +$60.9M | 21 | 0.71% | Increased |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $2.01B | -$29.4M | 3 | 0.43% | Reduced |
|
| 18 |
Franklin Resources
San Mateo,
California
| $1.98B | +$158M | 10 | 1.02% | Increased |
|
| 19 |
Invesco
Atlanta,
Georgia
| $1.94B | +$224M | 18 | 0.64% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $1.83B | +$44.3M | 20 | 0.73% | Increased |
|
| 21 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.78B | -$22.7M | 5 | 2.87% | Reduced |
|
| 22 |
ClearBridge Investments
New York
| $1.75B | +$24.2M | 7 | 1.43% | Increased |
|
| 23 |
Goldman Sachs
New York
| $1.62B | -$404M | 18 | 0.44% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $1.56B | +$168M | 21 | 0.46% | Increased |
|
| 25 |
TIAA CREF Investment Management
New York
| $1.53B | +$52.9M | 16 | 1.03% | Increased |
|