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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
$31.9B +$410M 23 0.72% Increased
2
BlackRock
BlackRock
New York
$27B +$270M 24 0.69% Increased
3
State Street
State Street
Massachusetts
$16.2B +$318M 23 0.77% Increased
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$9.12B -$25.2M 6 2.5% Reduced
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.5B +$590M 18 1.36% Increased
6
Capital World Investors
Capital World Investors
California
$7.71B -$948M 7 1.22% Reduced
7
Bank of America
Bank of America
North Carolina
$7.3B -$332M 24 0.71% Reduced
8
JP Morgan Chase
JP Morgan Chase
New York
$6.18B +$48.6M 23 0.71% Increased
9
Fidelity Investments
Fidelity Investments
Massachusetts
$6.15B -$527M 20 0.45% Reduced
10
Geode Capital Management
Geode Capital Management
Massachusetts
$6.14B +$176M 24 0.74% Increased
11
Dodge & Cox
Dodge & Cox
California
$6.04B -$292M 3 3.74% Reduced
12
MP
MSD Partners
New York
$5.63B +$3.47B 1 61.75% Increased
13
Capital International Investors
Capital International Investors
California
$5.58B +$44.4M 4 1.18% Increased
14
Capital Research Global Investors
Capital Research Global Investors
California
$5.11B +$754M 4 1.13% Increased
15
Nuveen
Nuveen
North Carolina
$4.03B -$241M 19 1.19% Reduced
16
Bank of New York Mellon
Bank of New York Mellon
New York
$4B +$55.7M 23 0.72% Increased
17
Morgan Stanley
Morgan Stanley
New York
$4B +$15.6M 25 0.49% Increased
18
Newport Trust Company
Newport Trust Company
District of Columbia
$3.98B -$7.23M 2 10.74% Reduced
19
Ameriprise
Ameriprise
Minnesota
$3.89B +$294M 19 1.07% Increased
20
Northern Trust
Northern Trust
Illinois
$3.88B -$70.7M 23 0.64% Reduced
21
Franklin Resources
Franklin Resources
California
$3.71B +$127M 12 1.34% Increased
22
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.32B -$78.6M 21 1.01% Reduced
23
Invesco
Invesco
Georgia
$2.84B -$150M 22 0.68% Reduced
24
Aristotle Capital Management
Aristotle Capital Management
California
$2.74B +$56.3M 2 4.64% Increased
25
Legal & General Group
Legal & General Group
United Kingdom
$2.4B -$2.48M 19 0.73% Reduced