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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
$29.7B +$257M 23 0.74% Increased
2
BlackRock
BlackRock
New York
$24.6B -$1.2B 24 0.69% Reduced
3
State Street
State Street
Massachusetts
$15.3B -$1.09B 23 0.81% Reduced
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.92B -$37.9M 6 2.6% Reduced
5
Capital World Investors
Capital World Investors
California
$8.24B -$593M 6 1.4% Reduced
6
Bank of America
Bank of America
North Carolina
$7.53B +$895M 24 0.78% Increased
7
Wellington Management Group
Wellington Management Group
Massachusetts
$6.93B +$42.3M 14 1.15% Increased
8
Fidelity Investments
Fidelity Investments
Massachusetts
$6.15B +$211M 22 0.48% Increased
9
JP Morgan Chase
JP Morgan Chase
New York
$5.81B +$460M 22 0.69% Increased
10
Dodge & Cox
Dodge & Cox
California
$5.79B -$520M 3 3.79% Reduced
11
Geode Capital Management
Geode Capital Management
Massachusetts
$5.55B +$112M 24 0.76% Increased
12
Capital International Investors
Capital International Investors
California
$4.98B +$276M 4 1.14% Increased
13
Newport Trust Company
Newport Trust Company
District of Columbia
$4.1B -$8.16M 2 10.37% Reduced
14
Nuveen
Nuveen
North Carolina
$4.06B +$244M 19 1.21% Increased
15
Morgan Stanley
Morgan Stanley
New York
$3.82B +$336M 25 0.5% Increased
16
Northern Trust
Northern Trust
Illinois
$3.79B -$136M 23 0.67% Reduced
17
Bank of New York Mellon
Bank of New York Mellon
New York
$3.78B -$16.6M 22 0.73% Reduced
18
Ameriprise
Ameriprise
Minnesota
$3.73B +$77.9M 17 1.15% Increased
19
Capital Research Global Investors
Capital Research Global Investors
California
$3.52B +$163M 4 0.82% Increased
20
Franklin Resources
Franklin Resources
California
$3.32B -$12.5M 13 1.27% Reduced
21
Invesco
Invesco
Georgia
$3.13B -$377M 22 0.77% Reduced
22
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.02B -$159M 21 0.96% Reduced
23
Wells Fargo
Wells Fargo
California
$2.5B +$17.9M 23 0.55% Increased
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.47B -$757M 19 0.23% Reduced
25
Aristotle Capital Management
Aristotle Capital Management
California
$2.4B +$917M 2 4.6% Increased