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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
$42B -$111M 24 0.63% Reduced
2
BlackRock
BlackRock
New York
$36.7B +$911M 25 0.64% Increased
3
State Street
State Street
Massachusetts
$18.6B -$47.1M 21 0.64% Reduced
4
JP Morgan Chase
JP Morgan Chase
New York
$12.1B +$395M 21 0.73% Increased
5
Morgan Stanley
Morgan Stanley
New York
$10.3B +$266M 24 0.63% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$9.54B +$101M 25 0.61% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$9.18B -$310M 21 0.48% Reduced
8
Dodge & Cox
Dodge & Cox
California
$7.86B -$246M 3 4.24% Reduced
9
Capital Research Global Investors
Capital Research Global Investors
California
$6.76B +$41.9M 4 1.27% Increased
10
Franklin Resources
Franklin Resources
California
$6B +$336M 19 1.5% Increased
11
Bank of America
Bank of America
North Carolina
$5.97B -$621M 24 0.41% Reduced
12
Wellington Management Group
Wellington Management Group
Massachusetts
$5.87B -$632M 15 1.03% Reduced
13
Invesco
Invesco
Georgia
$4.93B +$118M 20 0.78% Increased
14
Northern Trust
Northern Trust
Illinois
$4.33B -$40.6M 21 0.55% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$4.12B -$160M 20 0.74% Reduced
16
Capital World Investors
Capital World Investors
California
$4.07B -$3.36B 8 0.56% Reduced
17
Fisher Asset Management
Fisher Asset Management
Washington
$3.88B +$39.9M 10 1.41% Increased
18
Capital International Investors
Capital International Investors
California
$3.85B -$87.5M 3 0.62% Reduced
19
UBS Group
UBS Group
Switzerland
$3.82B +$393M 25 0.6% Increased
20
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.66B -$18.3M 20 0.79% Reduced
21
UBS AM
UBS AM
Illinois
$3.5B -$454M 18 0.76% Reduced
22
Ameriprise
Ameriprise
Minnesota
$3.42B -$207M 18 0.79% Reduced
23
Newport Trust Company
Newport Trust Company
District of Columbia
$3.39B -$108M 2 7.72% Reduced
24
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.31B -$358M 8 1.02% Reduced
25
Nuveen
Nuveen
North Carolina
$3.3B -$330M 20 0.87% Reduced