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
| $13.5B | +$122M | 21 | 0.61% | Increased |
|
| 2 |
BlackRock
New York
| $12.1B | -$336M | 22 | 0.61% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.66B | -$354M | 19 | 0.61% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $5.37B | +$3.33B | 6 | 2.58% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $3.32B | -$227M | 21 | 0.58% | Reduced |
|
| 6 |
Dodge & Cox
San Francisco,
California
| $3.15B | +$225M | 2 | 2.89% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $3.12B | -$87.6M | 19 | 0.72% | Reduced |
|
| 8 |
Newport Trust Company
Washington,
District of Columbia
| $2.87B | -$128M | 2 | 9.35% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.73B | -$1.14B | 16 | 0.46% | Reduced |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $2.36B | -$697M | 14 | 0.59% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $2.28B | -$42.5M | 20 | 0.71% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $2.22B | +$91.9M | 21 | 0.69% | Increased |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $2.11B | -$346M | 16 | 1.05% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.09B | -$6.09M | 21 | 0.59% | Reduced |
|
| 15 |
Fidelity Investments
Boston,
Massachusetts
| $2.04B | -$213M | 17 | 0.28% | Reduced |
|
| 16 |
Franklin Resources
San Mateo,
California
| $1.91B | -$20.5M | 10 | 1.15% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $1.89B | +$22.8M | 18 | 0.72% | Increased |
|
| 18 |
Morgan Stanley
New York
| $1.76B | -$433M | 22 | 0.53% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $1.61B | +$65.7M | 19 | 0.73% | Increased |
|
| 20 |
ClearBridge Investments
New York
| $1.56B | -$143M | 6 | 1.57% | Reduced |
|
| 21 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.44B | -$77.9M | 4 | 2.83% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $1.39B | -$127M | 21 | 0.46% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $1.33B | -$54.7M | 17 | 0.42% | Reduced |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.31B | -$73.3M | 16 | 1.04% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.12B | +$62.7M | 20 | 0.8% | Increased |
|