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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
$8.93B -$112M 16 0.96% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.19B +$187M 16 0.56% Increased
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.55B -$48.9M 4 2.41% Reduced
4
JP Morgan Chase
JP Morgan Chase
New York
$4.31B +$149M 12 1.02% Increased
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.79B +$17.2M 15 0.64% Increased
6
Fidelity Investments
Fidelity Investments
Massachusetts
$3.4B -$408M 10 0.46% Reduced
7
Capital Research Global Investors
Capital Research Global Investors
California
$3.02B +$293M 3 1.05% Increased
8
Wellington Management Group
Wellington Management Group
Massachusetts
$3B +$51.7M 10 0.83% Increased
9
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.89B -$263M 11 0.63% Reduced
10
Bank of New York Mellon
Bank of New York Mellon
New York
$2.63B +$10.6M 16 0.71% Increased
11
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.56B +$604M 4 3.49% Increased
12
Invesco
Invesco
Georgia
$2.32B +$15.2M 16 0.93% Increased
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.98B +$68.3M 17 0.56% Increased
14
Capital World Investors
Capital World Investors
California
$1.87B -$145M 3 0.53% Reduced
15
Evercore Trust Company
Evercore Trust Company
New York
$1.84B $0 1 6.75% Maintained
16
Northern Trust
Northern Trust
Illinois
$1.81B -$38M 16 0.57% Reduced
17
Franklin Resources
Franklin Resources
California
$1.64B +$43.8M 9 0.75% Increased
18
Bank of America
Bank of America
North Carolina
$1.46B +$6.33M 16 0.47% Increased
19
Ameriprise
Ameriprise
Minnesota
$1.46B -$3.97M 15 0.88% Reduced
20
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.43B +$5.08M 14 1.02% Increased
21
Wells Fargo
Wells Fargo
California
$1.1B +$53.7M 16 0.46% Increased
22
BlackRock Group
BlackRock Group
United Kingdom
$1.03B -$23.1M 11 0.6% Reduced
23
Morgan Stanley
Morgan Stanley
New York
$1B +$37.9M 21 0.39% Increased
24
Geode Capital Management
Geode Capital Management
Massachusetts
$977M +$1.6M 17 0.63% Increased
25
Goldman Sachs
Goldman Sachs
New York
$911M -$190M 15 0.29% Reduced