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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
Vanguard Group
Pennsylvania
$23.9B -$295M 21 0.69% Reduced
2
BlackRock
BlackRock
New York
$21.2B +$295M 23 0.68% Increased
3
State Street
State Street
Massachusetts
$14.6B -$280M 20 0.89% Reduced
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$7.74B -$115M 7 2.49% Reduced
5
Capital World Investors
Capital World Investors
California
$7.6B +$811M 6 1.47% Increased
6
Bank of America
Bank of America
North Carolina
$6.15B -$211M 21 0.79% Reduced
7
Wellington Management Group
Wellington Management Group
Massachusetts
$5.86B -$437M 14 1.08% Reduced
8
Dodge & Cox
Dodge & Cox
California
$4.98B -$459M 3 3.94% Reduced
9
JP Morgan Chase
JP Morgan Chase
New York
$4.96B -$413M 20 0.73% Reduced
10
Fidelity Investments
Fidelity Investments
Massachusetts
$4.88B +$1.03B 20 0.43% Increased
11
Geode Capital Management
Geode Capital Management
Massachusetts
$4.58B +$154M 22 0.77% Increased
12
Newport Trust Company
Newport Trust Company
District of Columbia
$3.87B -$14.2M 2 10.66% Reduced
13
Northern Trust
Northern Trust
Illinois
$3.47B -$117M 22 0.68% Reduced
14
Franklin Resources
Franklin Resources
California
$3.46B -$216M 13 1.47% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$3.45B -$387M 20 0.75% Reduced
16
Morgan Stanley
Morgan Stanley
New York
$3.34B +$277M 23 0.52% Increased
17
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.2B -$72.4M 19 0.33% Reduced
18
Invesco
Invesco
Georgia
$3.1B -$76.8M 21 0.9% Reduced
19
Capital Research Global Investors
Capital Research Global Investors
California
$3.1B -$21.4M 3 0.81% Reduced
20
Capital International Investors
Capital International Investors
California
$3.08B -$369M 4 0.84% Reduced
21
Ameriprise
Ameriprise
Minnesota
$3.07B -$98.9M 17 1.09% Reduced
22
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.83B -$95.5M 21 1.02% Reduced
23
Nuveen
Nuveen
North Carolina
$2.81B -$327M 19 0.95% Reduced
24
Wells Fargo
Wells Fargo
California
$2.2B +$59.3M 23 0.53% Increased
25
Legal & General Group
Legal & General Group
United Kingdom
$1.82B +$31.8M 20 0.71% Increased