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 | +$68.3M | 21 | 0.66% | Increased |
|
| 2 |
BlackRock
New York
| $16.2B | +$274M | 22 | 0.68% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.92B | +$19.4M | 19 | 0.66% | Increased |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.47B | -$109M | 6 | 2.6% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $4.9B | +$252M | 22 | 0.73% | Increased |
|
| 6 |
Dodge & Cox
San Francisco,
California
| $4.2B | -$180M | 2 | 3.45% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $3.64B | +$80M | 20 | 0.72% | Increased |
|
| 8 |
Newport Trust Company
Washington,
District of Columbia
| $3.37B | -$120M | 2 | 8.95% | Reduced |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $3.08B | +$45.4M | 21 | 0.72% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3B | -$485M | 16 | 0.43% | Reduced |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $2.98B | +$236M | 14 | 0.67% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $2.93B | -$16.1M | 19 | 0.8% | Reduced |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $2.85B | +$504M | 4 | 0.69% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.78B | +$33M | 21 | 0.67% | Increased |
|
| 15 |
Invesco
Atlanta,
Georgia
| $2.74B | +$169M | 19 | 0.72% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $2.64B | -$68.5M | 16 | 1.07% | Reduced |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $2.61B | -$2.91M | 14 | 1.17% | Reduced |
|
| 18 |
Franklin Resources
San Mateo,
California
| $2.47B | +$5.26M | 10 | 1.34% | Increased |
|
| 19 |
Fidelity Investments
Boston,
Massachusetts
| $2.45B | -$224M | 18 | 0.29% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $2.19B | -$3.08M | 21 | 0.85% | Reduced |
|
| 21 |
Morgan Stanley
New York
| $2.08B | +$93.3M | 23 | 0.55% | Increased |
|
| 22 |
ClearBridge Investments
New York
| $1.99B | -$59.6M | 7 | 1.74% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $1.87B | +$70.6M | 18 | 0.54% | Increased |
|
| 24 |
Wells Fargo
San Francisco,
California
| $1.79B | -$2.99M | 20 | 0.51% | Reduced |
|
| 25 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.6B | -$224M | 4 | 3.14% | Reduced |
|