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
| $16.2B | +$134M | 21 | 0.63% | Increased |
|
| 2 |
BlackRock
New York
| $15B | -$28.5M | 22 | 0.65% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.36B | +$183M | 19 | 0.64% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.53B | +$547M | 16 | 0.66% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $4.25B | +$228M | 20 | 0.66% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $3.87B | +$318M | 18 | 0.74% | Increased |
|
| 7 |
Wellington Management Group
Boston,
Massachusetts
| $3.64B | -$416M | 15 | 0.77% | Reduced |
|
| 8 |
Newport Trust Company
Washington,
District of Columbia
| $3.6B | -$11.8M | 2 | 10% | Reduced |
|
| 9 |
Dodge & Cox
San Francisco,
California
| $3.48B | -$9.26M | 2 | 2.66% | Reduced |
|
| 10 |
Ameriprise
Minneapolis,
Minnesota
| $3.1B | +$15.7M | 15 | 1.08% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $2.81B | +$40M | 20 | 0.72% | Increased |
|
| 12 |
Fidelity Investments
Boston,
Massachusetts
| $2.74B | -$115M | 17 | 0.31% | Reduced |
|
| 13 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.72B | -$4.12B | 6 | 1.12% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $2.6B | -$55.3M | 22 | 0.65% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $2.58B | +$15.3M | 21 | 0.73% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $2.53B | -$33.3M | 21 | 0.62% | Reduced |
|
| 17 |
Franklin Resources
San Mateo,
California
| $2.3B | +$113M | 9 | 1.14% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $2.21B | +$124M | 18 | 0.7% | Increased |
|
| 19 |
ClearBridge Investments
New York
| $2.01B | +$79.6M | 7 | 1.73% | Increased |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $1.89B | +$69.6M | 20 | 0.72% | Increased |
|
| 21 |
Wells Fargo
San Francisco,
California
| $1.85B | +$140M | 21 | 0.52% | Increased |
|
| 22 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.8B | -$23.4M | 6 | 2.86% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $1.68B | -$95M | 18 | 0.43% | Reduced |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.66B | -$40.8M | 16 | 1.08% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.28B | -$276M | 19 | 0.65% | Reduced |
|