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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
State Street
State Street
Massachusetts
$9.52B -$23M 15 1.06% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.15B -$75.3M 15 0.63% Reduced
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.6B +$34.9M 4 2.58% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.17B -$228M 7 0.59% Reduced
5
JP Morgan Chase
JP Morgan Chase
New York
$4B -$592M 12 1.14% Reduced
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.87B -$201M 14 0.68% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.12B -$175M 11 0.71% Reduced
8
Capital Research Global Investors
Capital Research Global Investors
California
$2.85B +$5.15M 3 1.05% Increased
9
Wellington Management Group
Wellington Management Group
Massachusetts
$2.66B -$109M 9 0.77% Reduced
10
Capital World Investors
Capital World Investors
California
$2.61B +$9.4M 2 0.73% Increased
11
Bank of New York Mellon
Bank of New York Mellon
New York
$2.59B -$187M 15 0.72% Reduced
12
Invesco
Invesco
Georgia
$2.23B -$47.4M 14 0.89% Reduced
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.05B +$8.24M 15 0.62% Increased
14
Northern Trust
Northern Trust
Illinois
$2B -$27.1M 15 0.64% Reduced
15
Evercore Trust Company
Evercore Trust Company
New York
$1.8B $0 1 6.46% Maintained
16
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.75B +$7.77M 3 2.54% Increased
17
Franklin Resources
Franklin Resources
California
$1.56B +$39.2M 8 0.76% Increased
18
Ameriprise
Ameriprise
Minnesota
$1.5B +$138M 14 0.91% Increased
19
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.45B -$76.9M 13 1.04% Reduced
20
Goldman Sachs
Goldman Sachs
New York
$1.4B +$196M 14 0.46% Increased
21
Bank of America
Bank of America
North Carolina
$1.29B +$21.8M 16 0.46% Increased
22
Institutional Capital
Institutional Capital
Illinois
$1.19B -$135M 2 5.74% Reduced
23
Primecap Management
Primecap Management
California
$1.11B -$4.49M 1 1.34% Reduced
24
Morgan Stanley
Morgan Stanley
New York
$1.04B +$1.51M 17 0.44% Increased
25
Geode Capital Management
Geode Capital Management
Massachusetts
$1.02B +$18.3M 16 0.71% Increased