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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
$27.6B +$1.3B 22 0.75% Increased
2
BlackRock
BlackRock
New York
$24.2B +$706M 23 0.71% Increased
3
State Street
State Street
Massachusetts
$15.5B -$430M 20 0.89% Reduced
4
Capital World Investors
Capital World Investors
California
$8.49B +$507M 6 1.57% Increased
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.46B +$44.4M 6 2.6% Increased
6
Wellington Management Group
Wellington Management Group
Massachusetts
$6.39B -$77.5M 14 1.13% Reduced
7
Bank of America
Bank of America
North Carolina
$6.29B -$195M 24 0.71% Reduced
8
Fidelity Investments
Fidelity Investments
Massachusetts
$5.54B -$43.7M 21 0.47% Reduced
9
Dodge & Cox
Dodge & Cox
California
$5.52B -$624M 3 3.94% Reduced
10
Geode Capital Management
Geode Capital Management
Massachusetts
$5.1B +$75.4M 23 0.78% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$4.87B -$502M 22 0.65% Reduced
12
Capital International Investors
Capital International Investors
California
$4.3B +$949M 4 1.09% Increased
13
Newport Trust Company
Newport Trust Company
District of Columbia
$4.01B -$21.1M 2 9.99% Reduced
14
Northern Trust
Northern Trust
Illinois
$3.68B -$128M 22 0.68% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$3.57B -$187M 20 0.73% Reduced
16
Nuveen
Nuveen
North Carolina
$3.54B +$441M 19 1.13% Increased
17
Ameriprise
Ameriprise
Minnesota
$3.42B +$84.1M 16 1.14% Increased
18
Morgan Stanley
Morgan Stanley
New York
$3.35B -$157M 24 0.49% Reduced
19
Invesco
Invesco
Georgia
$3.26B -$263M 20 0.87% Reduced
20
Franklin Resources
Franklin Resources
California
$3.13B -$623M 13 1.27% Reduced
21
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.13B -$314M 19 0.31% Reduced
22
Capital Research Global Investors
Capital Research Global Investors
California
$3.04B -$520M 3 0.74% Reduced
23
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.02B -$184M 21 1% Reduced
24
Wells Fargo
Wells Fargo
California
$2.32B -$47.5M 24 0.52% Reduced
25
Legal & General Group
Legal & General Group
United Kingdom
$2.02B +$11.6M 21 0.75% Increased