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
| $40.6B | +$165M | 22 | 0.71% | Increased |
|
| 2 |
BlackRock
New York
| $35.4B | +$1.82B | 22 | 0.72% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $18.3B | +$141M | 21 | 0.72% | Increased |
|
| 4 |
JP Morgan Chase
New York
| $13.8B | -$334M | 23 | 1.02% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $9.22B | +$597M | 22 | 0.65% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $8.9B | +$253M | 24 | 0.69% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $8.56B | -$622M | 20 | 0.51% | Reduced |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $7.69B | +$1.15B | 8 | 1.17% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $7.64B | -$1.39B | 4 | 1.57% | Reduced |
|
| 10 |
Dodge & Cox
San Francisco,
California
| $7.32B | -$404M | 3 | 4.26% | Reduced |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $6.07B | +$128M | 23 | 0.51% | Increased |
|
| 12 |
Capital International Investors
Los Angeles,
California
| $5.96B | -$807M | 3 | 1.12% | Reduced |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $5.67B | -$1.03B | 13 | 1.04% | Reduced |
|
| 14 |
Franklin Resources
San Mateo,
California
| $5.4B | -$195M | 16 | 1.5% | Reduced |
|
| 15 |
Barclays
London,
United Kingdom
| $5.4B | +$3.86B | 20 | 1.51% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $4.85B | +$292M | 20 | 0.9% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $4.56B | +$34.4M | 20 | 0.84% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $4.29B | +$565M | 21 | 0.61% | Increased |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.26B | -$1.01B | 9 | 1.35% | Reduced |
|
| 20 |
Newport Trust Company
Washington,
District of Columbia
| $3.92B | -$11.6M | 2 | 9.5% | Reduced |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $3.87B | -$102M | 18 | 0.99% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $3.79B | -$198M | 20 | 1.07% | Reduced |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $3.44B | -$8.72M | 20 | 0.83% | Reduced |
|
| 24 |
Norges Bank
Oslo,
Norway
| $3.22B | +$62.2M | 14 | 0.42% | Increased |
|
| 25 |
Fisher Asset Management
Camas,
Washington
| $3.16B | +$43.2M | 10 | 1.26% | Increased |
|