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
| $13.4B | +$445M | 21 | 0.57% | Increased |
|
| 2 |
BlackRock
New York
| $11.3B | -$134M | 22 | 0.55% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.6B | -$64.3M | 19 | 0.58% | Reduced |
|
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.76B | +$312M | 6 | 2.27% | Increased |
|
| 5 |
Bank of America
Charlotte,
North Carolina
| $3.68B | -$66.7M | 21 | 0.66% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $3.48B | +$498M | 4 | 1.01% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $3.06B | +$442M | 18 | 0.72% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $2.73B | +$430M | 14 | 0.72% | Increased |
|
| 9 |
Newport Trust Company
Washington,
District of Columbia
| $2.44B | -$100M | 2 | 10.05% | Reduced |
|
| 10 |
Dodge & Cox
San Francisco,
California
| $2.44B | +$160M | 2 | 2.64% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $2.3B | +$19.2M | 21 | 0.6% | Increased |
|
| 12 |
Franklin Resources
San Mateo,
California
| $2.18B | +$570M | 10 | 1.46% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.04B | +$7.38M | 21 | 0.58% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $1.91B | -$29.3M | 19 | 0.63% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $1.91B | -$52.5M | 19 | 0.8% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $1.91B | +$82.6M | 16 | 0.93% | Increased |
|
| 17 |
Fidelity Investments
Boston,
Massachusetts
| $1.86B | +$43.4M | 19 | 0.26% | Increased |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $1.62B | -$293M | 14 | 0.85% | Reduced |
|
| 19 |
Morgan Stanley
New York
| $1.59B | -$61.4M | 22 | 0.43% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $1.51B | +$1.16M | 21 | 0.79% | Increased |
|
| 21 |
ClearBridge Investments
New York
| $1.37B | -$3.16M | 8 | 1.49% | Reduced |
|
| 22 |
Wells Fargo
San Francisco,
California
| $1.29B | -$29.4M | 22 | 0.45% | Reduced |
|
| 23 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.25B | -$526M | 16 | 0.2% | Reduced |
|
| 24 |
Janus Henderson Group
London,
| $1.23B | +$92.1M | 10 | 0.85% | Increased |
|
| 25 |
Goldman Sachs
New York
| $1.16B | -$395M | 19 | 0.41% | Reduced |
|