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 | -$35.9M | 21 | 0.64% | Reduced |
|
| 2 |
BlackRock
New York
| $14.3B | -$276M | 22 | 0.64% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.21B | +$178M | 19 | 0.64% | Increased |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.37B | -$103M | 6 | 2.69% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $4.64B | +$626M | 20 | 0.72% | Increased |
|
| 6 |
Dodge & Cox
San Francisco,
California
| $4B | +$68M | 2 | 3.28% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.42B | +$103M | 16 | 0.5% | Increased |
|
| 8 |
Newport Trust Company
Washington,
District of Columbia
| $3.36B | -$98.5M | 2 | 10.07% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $3.23B | -$442M | 18 | 0.66% | Reduced |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $2.87B | -$28.9M | 16 | 0.65% | Reduced |
|
| 11 |
Bank of New York Mellon
New York
| $2.71B | -$20.9M | 20 | 0.76% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $2.67B | +$4.16M | 21 | 0.69% | Increased |
|
| 13 |
Ameriprise
Minneapolis,
Minnesota
| $2.55B | +$40M | 14 | 1.18% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.5B | +$7.26M | 21 | 0.62% | Increased |
|
| 15 |
Fidelity Investments
Boston,
Massachusetts
| $2.36B | -$80.8M | 18 | 0.28% | Reduced |
|
| 16 |
Franklin Resources
San Mateo,
California
| $2.29B | -$29.6M | 9 | 1.23% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.24B | -$42M | 18 | 0.75% | Reduced |
|
| 18 |
ClearBridge Investments
New York
| $2B | +$109M | 6 | 1.77% | Increased |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $1.97B | +$38.5M | 19 | 0.78% | Increased |
|
| 20 |
Morgan Stanley
New York
| $1.85B | -$248M | 23 | 0.52% | Reduced |
|
| 21 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.69B | -$77.6M | 4 | 3.04% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $1.68B | +$32.3M | 21 | 0.5% | Increased |
|
| 23 |
Goldman Sachs
New York
| $1.53B | -$56.2M | 17 | 0.46% | Reduced |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.37B | -$184M | 16 | 0.97% | Reduced |
|
| 25 |
Capital World Investors
Los Angeles,
California
| $1.37B | +$682M | 4 | 0.33% | Increased |
|