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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
$37.8B +$97.5M 23 0.68% Increased
2
BlackRock
BlackRock
New York
$32.9B +$204M 22 0.69% Increased
3
State Street
State Street
Massachusetts
$16.8B -$221M 21 0.69% Reduced
4
JP Morgan Chase
JP Morgan Chase
New York
$12B -$709M 22 0.87% Reduced
5
Morgan Stanley
Morgan Stanley
New York
$9.02B +$452M 23 0.65% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$8.53B +$266M 23 0.67% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$7.66B -$126M 20 0.49% Reduced
8
Capital Research Global Investors
Capital Research Global Investors
California
$7.5B +$356M 4 1.63% Increased
9
Dodge & Cox
Dodge & Cox
California
$6.58B -$787M 3 3.75% Reduced
10
Wellington Management Group
Wellington Management Group
Massachusetts
$6.01B +$644M 13 1.16% Increased
11
Capital World Investors
Capital World Investors
California
$5.92B -$1.24B 8 0.96% Reduced
12
Bank of America
Bank of America
North Carolina
$5.85B +$121M 23 0.47% Increased
13
Franklin Resources
Franklin Resources
California
$4.88B -$273M 17 1.4% Reduced
14
Capital International Investors
Capital International Investors
California
$4.48B -$1.13B 3 0.88% Reduced
15
Invesco
Invesco
Georgia
$4.33B -$271M 20 0.82% Reduced
16
Bank of New York Mellon
Bank of New York Mellon
New York
$4.09B -$194M 20 0.81% Reduced
17
Northern Trust
Northern Trust
Illinois
$3.94B -$46.2M 22 0.59% Reduced
18
Barclays
Barclays
United Kingdom
$3.81B -$1.26B 20 1.08% Reduced
19
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.57B -$382M 9 1.19% Reduced
20
Newport Trust Company
Newport Trust Company
District of Columbia
$3.48B -$216M 2 8.94% Reduced
21
Ameriprise
Ameriprise
Minnesota
$3.39B -$178M 18 0.92% Reduced
22
Nuveen
Nuveen
North Carolina
$3.3B -$185M 20 1% Reduced
23
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.17B +$69.1M 20 0.79% Increased
24
Fisher Asset Management
Fisher Asset Management
Washington
$3.1B +$93.2M 10 1.34% Increased
25
UBS AM
UBS AM
Illinois
$3.01B +$145M 17 0.77% Increased