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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
$29.1B -$145M 23 0.72% Reduced
2
BlackRock
BlackRock
New York
$24.4B +$370M 24 0.68% Increased
3
State Street
State Street
Massachusetts
$14.8B -$155M 23 0.78% Reduced
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.52B -$167M 6 2.49% Reduced
5
Capital World Investors
Capital World Investors
California
$8.24B -$24.8M 7 1.41% Reduced
6
Bank of America
Bank of America
North Carolina
$7.33B -$107M 23 0.76% Reduced
7
Wellington Management Group
Wellington Management Group
Massachusetts
$7.08B +$363M 16 1.21% Increased
8
Fidelity Investments
Fidelity Investments
Massachusetts
$5.92B -$129M 21 0.47% Reduced
9
Geode Capital Management
Geode Capital Management
Massachusetts
$5.54B +$113M 24 0.75% Increased
10
Dodge & Cox
Dodge & Cox
California
$5.45B -$393M 3 3.55% Reduced
11
JP Morgan Chase
JP Morgan Chase
New York
$5.37B -$185M 23 0.66% Reduced
12
Capital International Investors
Capital International Investors
California
$5.32B +$262M 4 1.22% Increased
13
Capital Research Global Investors
Capital Research Global Investors
California
$4.05B +$360M 4 0.94% Increased
14
Nuveen
Nuveen
North Carolina
$4.01B +$16.4M 19 1.23% Increased
15
Newport Trust Company
Newport Trust Company
District of Columbia
$3.97B -$6.43M 2 10.78% Reduced
16
Morgan Stanley
Morgan Stanley
New York
$3.85B +$135M 25 0.52% Increased
17
Bank of New York Mellon
Bank of New York Mellon
New York
$3.67B -$16.3M 23 0.72% Reduced
18
Northern Trust
Northern Trust
Illinois
$3.65B -$54.2M 23 0.65% Reduced
19
Ameriprise
Ameriprise
Minnesota
$3.32B -$299M 17 1.06% Reduced
20
Franklin Resources
Franklin Resources
California
$3.26B -$13.6M 12 1.23% Reduced
21
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.99B -$11.8M 21 0.96% Reduced
22
Invesco
Invesco
Georgia
$2.63B -$459M 22 0.67% Reduced
23
Wells Fargo
Wells Fargo
California
$2.46B -$20.3M 23 0.54% Reduced
24
Aristotle Capital Management
Aristotle Capital Management
California
$2.45B +$100M 2 4.64% Increased
25
Legal & General Group
Legal & General Group
United Kingdom
$2.23B +$85.5M 19 0.72% Increased