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 |
BlackRock
New York
| $37.6B | -$1.07B | 25 | 0.66% | Reduced |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $26.6B | +$27.2B | 24 | 0.66% | New |
|
| 3 |
State Street
Boston,
Massachusetts
| $19.5B | -$14.3M | 22 | 0.67% | Reduced |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $13.2B | +$13.6B | 21 | 0.69% | New |
|
| 5 |
JP Morgan Chase
New York
| $11.6B | +$182M | 21 | 0.74% | Increased |
|
| 6 |
Morgan Stanley
New York
| $10.4B | -$685M | 25 | 0.63% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $10.2B | +$301M | 25 | 0.63% | Increased |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $10.2B | +$3.75B | 5 | 1.58% | Increased |
|
| 9 |
Dodge & Cox
San Francisco,
California
| $9.03B | +$410M | 3 | 4.96% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $8.9B | +$72M | 21 | 0.87% | Increased |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $8.62B | -$409M | 21 | 0.45% | Reduced |
|
| 12 |
Franklin Resources
San Mateo,
California
| $6.91B | -$43.2M | 19 | 1.69% | Reduced |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $6.55B | -$222M | 14 | 1.22% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $6.18B | -$205M | 21 | 0.45% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $4.31B | -$58.9M | 22 | 0.57% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $4.21B | +$106M | 21 | 0.77% | Increased |
|
| 17 |
Goldman Sachs
New York
| $4.12B | +$791M | 23 | 0.47% | Increased |
|
| 18 |
UBS AM
Chicago,
Illinois
| $4.11B | +$453M | 22 | 0.85% | Increased |
|
| 19 |
Fisher Asset Management
Camas,
Washington
| $4.02B | -$115M | 7 | 1.36% | Reduced |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| $3.76B | +$49.8M | 22 | 0.78% | Increased |
|
| 21 |
UBS Group
Zurich,
Switzerland
| $3.55B | +$4.43M | 26 | 0.53% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $3.55B | +$137M | 21 | 0.96% | Increased |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.49B | -$72.2M | 7 | 1.17% | Reduced |
|
| 24 |
Newport Trust Company
Washington,
District of Columbia
| $3.45B | -$106M | 2 | 8.48% | Reduced |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $3.19B | -$44.3M | 19 | 0.74% | Reduced |
|