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
| $18.5B | +$57M | 21 | 0.63% | Increased |
|
| 2 |
BlackRock
New York
| $16.3B | -$467M | 22 | 0.63% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.37B | +$154M | 19 | 0.64% | Increased |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.27B | -$377M | 6 | 2.36% | Reduced |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $5.1B | -$27.5M | 21 | 0.73% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $4.1B | +$1.18B | 4 | 0.92% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $3.79B | -$44.5M | 19 | 0.71% | Reduced |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $3.61B | +$507M | 16 | 0.76% | Increased |
|
| 9 |
Dodge & Cox
San Francisco,
California
| $3.51B | -$400M | 2 | 2.68% | Reduced |
|
| 10 |
Newport Trust Company
Washington,
District of Columbia
| $3.38B | -$99.2M | 2 | 9.07% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $3.23B | +$47.5M | 21 | 0.68% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $2.87B | +$69.6M | 19 | 0.89% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.86B | -$31.6M | 21 | 0.64% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $2.78B | -$273M | 19 | 0.72% | Reduced |
|
| 15 |
Fidelity Investments
Boston,
Massachusetts
| $2.69B | +$60.6M | 18 | 0.3% | Increased |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| $2.65B | -$111M | 14 | 1.1% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $2.64B | -$135M | 16 | 1% | Reduced |
|
| 18 |
Franklin Resources
San Mateo,
California
| $2.4B | -$92.5M | 9 | 1.26% | Reduced |
|
| 19 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.3B | -$761M | 16 | 0.3% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $2.24B | -$62.5M | 21 | 0.82% | Reduced |
|
| 21 |
Morgan Stanley
New York
| $2.23B | +$43.4M | 23 | 0.52% | Increased |
|
| 22 |
Goldman Sachs
New York
| $2.08B | +$139M | 19 | 0.53% | Increased |
|
| 23 |
ClearBridge Investments
New York
| $1.95B | -$93.1M | 7 | 1.61% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $1.81B | -$66.9M | 19 | 0.49% | Reduced |
|
| 25 |
Janus Henderson Group
London,
| $1.6B | +$263M | 10 | 0.82% | Increased |
|