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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
$9.18B -$317M 16 1.04% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.1B +$16.6M 16 0.6% Increased
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.64B +$48.1M 4 2.54% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.95B +$118M 15 0.68% Increased
5
JP Morgan Chase
JP Morgan Chase
New York
$3.9B -$150M 11 1.08% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$3.89B -$175M 8 0.54% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.34B +$135M 11 0.75% Increased
8
Wellington Management Group
Wellington Management Group
Massachusetts
$2.91B +$173M 9 0.81% Increased
9
Bank of New York Mellon
Bank of New York Mellon
New York
$2.73B +$187M 16 0.75% Increased
10
Capital Research Global Investors
Capital Research Global Investors
California
$2.43B -$213M 3 0.88% Reduced
11
Capital World Investors
Capital World Investors
California
$2.2B -$293M 3 0.63% Reduced
12
Invesco
Invesco
Georgia
$2.08B -$66.9M 15 0.84% Reduced
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.01B -$56.4M 16 0.6% Reduced
14
Northern Trust
Northern Trust
Illinois
$1.97B +$281K 16 0.62% Increased
15
Evercore Trust Company
Evercore Trust Company
New York
$1.83B $0 1 6.58% Maintained
16
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.62B -$152M 4 2.32% Reduced
17
Franklin Resources
Franklin Resources
California
$1.59B +$85.7M 9 0.75% Increased
18
Ameriprise
Ameriprise
Minnesota
$1.57B +$75.4M 15 0.94% Increased
19
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.52B +$79.8M 14 1.1% Increased
20
Bank of America
Bank of America
North Carolina
$1.36B +$65.7M 17 0.5% Increased
21
Institutional Capital
Institutional Capital
Illinois
$1.19B +$48.2M 2 5.62% Increased
22
BlackRock Group
BlackRock Group
United Kingdom
$1.06B +$83.7M 12 0.66% Increased
23
Morgan Stanley
Morgan Stanley
New York
$1.04B +$3.14M 19 0.44% Increased
24
Geode Capital Management
Geode Capital Management
Massachusetts
$1.01B +$4.8M 17 0.68% Increased
25
Goldman Sachs
Goldman Sachs
New York
$1.01B -$362M 14 0.33% Reduced