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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
$9.81B +$138M 15 0.98% Increased
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.07B +$258M 16 0.58% Increased
3
JP Morgan Chase
JP Morgan Chase
New York
$5.25B +$509M 11 1.2% Increased
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.99B +$81.3M 4 2.54% Increased
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$4.15B +$40.1M 15 0.66% Increased
6
Wellington Management Group
Wellington Management Group
Massachusetts
$3.58B +$351M 10 0.95% Increased
7
Capital Research Global Investors
Capital Research Global Investors
California
$3.26B -$70M 3 1.11% Reduced
8
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B +$42.9M 11 0.68% Increased
9
Bank of New York Mellon
Bank of New York Mellon
New York
$2.95B +$67.8M 17 0.77% Increased
10
Fidelity Investments
Fidelity Investments
Massachusetts
$2.95B -$723M 11 0.38% Reduced
11
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.83B +$51.3M 4 3.79% Increased
12
Invesco
Invesco
Georgia
$2.71B +$144M 16 1.05% Increased
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.25B +$73.6M 16 0.56% Increased
14
Northern Trust
Northern Trust
Illinois
$1.98B +$28.4M 16 0.6% Increased
15
Evercore Trust Company
Evercore Trust Company
New York
$1.97B $0 1 7.01% Maintained
16
Franklin Resources
Franklin Resources
California
$1.73B -$58.7M 9 0.79% Reduced
17
Ameriprise
Ameriprise
Minnesota
$1.69B +$97.9M 14 0.99% Increased
18
Capital World Investors
Capital World Investors
California
$1.61B -$413M 3 0.44% Reduced
19
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.42B -$134M 14 0.99% Reduced
20
Wells Fargo
Wells Fargo
California
$1.21B +$9.05M 16 0.47% Increased
21
BlackRock Group
BlackRock Group
United Kingdom
$1.16B +$39.6M 10 0.62% Increased
22
Bank of America
Bank of America
North Carolina
$1.12B -$432M 17 0.4% Reduced
23
Geode Capital Management
Geode Capital Management
Massachusetts
$1.1B +$34.2M 17 0.65% Increased
24
Morgan Stanley
Morgan Stanley
New York
$1.04B -$28M 21 0.38% Reduced
25
Norges Bank
Norges Bank
Norway
$856M -$227K 9 0.44% Reduced