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
| $17.8B | -$233M | 21 | 0.67% | Reduced |
|
| 2 |
BlackRock
New York
| $16B | +$2.28M | 22 | 0.68% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.98B | -$176M | 19 | 0.67% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.65B | -$418M | 6 | 2.71% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $4.75B | -$379M | 19 | 0.72% | Reduced |
|
| 6 |
Dodge & Cox
San Francisco,
California
| $4.13B | -$324M | 2 | 3.34% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $3.61B | +$34.7M | 19 | 0.71% | Increased |
|
| 8 |
Newport Trust Company
Washington,
District of Columbia
| $3.56B | -$128M | 2 | 9.64% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.54B | -$226M | 16 | 0.5% | Reduced |
|
| 10 |
Geode Capital Management
Boston,
Massachusetts
| $3.06B | +$77.6M | 21 | 0.74% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $2.97B | -$16M | 19 | 0.81% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $2.78B | -$9.54M | 21 | 0.66% | Reduced |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $2.75B | +$2.55B | 16 | 1.09% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $2.74B | -$462M | 14 | 0.61% | Reduced |
|
| 15 |
Fidelity Investments
Boston,
Massachusetts
| $2.73B | +$90.7M | 18 | 0.32% | Increased |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $2.68B | -$178M | 15 | 1.2% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.53B | +$13M | 18 | 0.65% | Increased |
|
| 18 |
Franklin Resources
San Mateo,
California
| $2.45B | -$78.1M | 9 | 1.3% | Reduced |
|
| 19 |
Capital World Investors
Los Angeles,
California
| $2.34B | +$785M | 4 | 0.55% | Increased |
|
| 20 |
Amundi Asset Management US
Boston,
Massachusetts
| $2.31B | -$15.1M | 8 | 1.89% | Reduced |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $2.18B | -$34.1M | 21 | 0.85% | Reduced |
|
| 22 |
ClearBridge Investments
New York
| $2.04B | -$172M | 7 | 1.77% | Reduced |
|
| 23 |
Morgan Stanley
New York
| $2.04B | -$3.92M | 23 | 0.54% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $1.8B | +$76.3M | 18 | 0.52% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.79B | -$84.8M | 20 | 0.51% | Reduced |
|