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
| $40.1B | -$877M | 24 | 0.58% | Reduced |
|
| 2 |
BlackRock
New York
| $35.8B | +$150M | 25 | 0.61% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $17.9B | -$232M | 22 | 0.6% | Reduced |
|
| 4 |
JP Morgan Chase
New York
| $10.9B | -$365M | 22 | 0.69% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $10.1B | -$41M | 25 | 0.6% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $9.05B | -$250M | 25 | 0.56% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $8.65B | -$203M | 21 | 0.44% | Reduced |
|
| 8 |
Dodge & Cox
San Francisco,
California
| $7.94B | -$440M | 3 | 4.29% | Reduced |
|
| 9 |
Invesco
Atlanta,
Georgia
| $7.86B | +$2.89B | 21 | 0.74% | Increased |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $6.42B | +$107M | 5 | 1.19% | Increased |
|
| 11 |
Franklin Resources
San Mateo,
California
| $6.25B | +$145M | 19 | 1.53% | Increased |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $6.19B | +$315M | 14 | 1.09% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $5.85B | -$164M | 24 | 0.43% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $4.03B | -$183M | 22 | 0.51% | Reduced |
|
| 15 |
Fisher Asset Management
Camas,
Washington
| $3.83B | -$46.5M | 8 | 1.31% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $3.76B | -$234M | 21 | 0.66% | Reduced |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $3.5B | -$37.9M | 20 | 0.73% | Reduced |
|
| 18 |
UBS AM
Chicago,
Illinois
| $3.38B | -$35.2M | 19 | 0.71% | Reduced |
|
| 19 |
UBS Group
Zurich,
Switzerland
| $3.22B | -$522M | 24 | 0.52% | Reduced |
|
| 20 |
Capital World Investors
Los Angeles,
California
| $3.11B | -$807M | 7 | 0.42% | Reduced |
|
| 21 |
Norges Bank
Oslo,
Norway
| $3.11B | +$3.17B | 11 | 0.33% | New |
|
| 22 |
Newport Trust Company
Washington,
District of Columbia
| $3.1B | -$283M | 2 | 7.42% | Reduced |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| $3.07B | -$87.7M | 21 | 0.8% | Reduced |
|
| 24 |
Goldman Sachs
New York
| $3.06B | +$283M | 22 | 0.38% | Increased |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $2.96B | -$363M | 18 | 0.67% | Reduced |
|