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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
$28.5B +$728M 24 0.67% Increased
2
BlackRock
BlackRock
New York
$23.4B +$92.7M 24 0.63% Increased
3
State Street
State Street
Massachusetts
$13.8B -$400M 23 0.68% Reduced
4
Wellington Management Group
Wellington Management Group
Massachusetts
$8.16B +$1.04B 16 1.4% Increased
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$7.82B -$69.5M 6 2.32% Reduced
6
Macquarie Group
Macquarie Group
Australia
$6.9B -$107M 16 5.25% Reduced
7
Capital World Investors
Capital World Investors
California
$6.4B -$227M 7 1.1% Reduced
8
Bank of America
Bank of America
North Carolina
$6.06B -$421M 24 0.59% Reduced
9
Geode Capital Management
Geode Capital Management
Massachusetts
$5.37B +$40.3M 23 0.67% Increased
10
Capital International Investors
Capital International Investors
California
$5.3B +$473M 5 1.21% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$5.3B +$247M 23 0.64% Increased
12
Dodge & Cox
Dodge & Cox
California
$4.93B +$18.6M 3 3% Increased
13
Capital Research Global Investors
Capital Research Global Investors
California
$4.8B +$562M 4 1.19% Increased
14
Fidelity Investments
Fidelity Investments
Massachusetts
$4.57B -$731M 20 0.36% Reduced
15
Newport Trust Company
Newport Trust Company
District of Columbia
$3.65B -$5.51M 2 10.21% Reduced
16
Morgan Stanley
Morgan Stanley
New York
$3.5B -$80.1M 25 0.47% Reduced
17
Bank of New York Mellon
Bank of New York Mellon
New York
$3.4B -$84.7M 23 0.66% Reduced
18
Northern Trust
Northern Trust
Illinois
$3.24B -$113M 23 0.57% Reduced
19
Franklin Resources
Franklin Resources
California
$3.21B -$86.8M 12 1.28% Reduced
20
Ameriprise
Ameriprise
Minnesota
$3.12B -$133M 19 0.92% Reduced
21
Nuveen
Nuveen
North Carolina
$3.07B -$481M 19 0.99% Reduced
22
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.81B -$89.3M 22 0.87% Reduced
23
Invesco
Invesco
Georgia
$2.59B +$217M 21 0.66% Increased
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.14B +$600M 20 0.22% Increased
25
Legal & General Group
Legal & General Group
United Kingdom
$2.13B +$66.9M 19 0.65% Increased