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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
$9.92B -$360M 16 1.02% Reduced
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.8B +$270M 16 0.6% Increased
3
JP Morgan Chase
JP Morgan Chase
New York
$5.35B -$198M 11 1.22% Reduced
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.14B -$68.6M 4 2.6% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$4.45B +$65.5M 14 0.69% Increased
6
Wellington Management Group
Wellington Management Group
Massachusetts
$4.04B +$252M 10 1.04% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.64B +$174M 12 0.75% Increased
8
Capital Research Global Investors
Capital Research Global Investors
California
$3.32B -$70.3M 3 1.14% Reduced
9
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.13B +$129M 4 4.25% Increased
10
Bank of New York Mellon
Bank of New York Mellon
New York
$3.08B -$44.5M 17 0.8% Reduced
11
Invesco
Invesco
Georgia
$2.83B -$67.6M 16 1.1% Reduced
12
Fidelity Investments
Fidelity Investments
Massachusetts
$2.82B -$289M 11 0.36% Reduced
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.25B -$127M 16 0.54% Reduced
14
Northern Trust
Northern Trust
Illinois
$2.06B -$14.7M 16 0.62% Reduced
15
Evercore Trust Company
Evercore Trust Company
New York
$2.06B $0 1 7.22% Maintained
16
Franklin Resources
Franklin Resources
California
$1.81B +$355K 9 0.82% Increased
17
Ameriprise
Ameriprise
Minnesota
$1.8B +$16M 14 1.03% Increased
18
Capital World Investors
Capital World Investors
California
$1.53B -$153M 3 0.41% Reduced
19
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.47B -$50.7M 14 1.03% Reduced
20
Bank of America
Bank of America
North Carolina
$1.43B +$243M 17 0.48% Increased
21
Wells Fargo
Wells Fargo
California
$1.39B +$114M 16 0.54% Increased
22
Geode Capital Management
Geode Capital Management
Massachusetts
$1.19B +$38.5M 17 0.68% Increased
23
BlackRock Group
BlackRock Group
United Kingdom
$1.17B -$45.2M 11 0.63% Reduced
24
Morgan Stanley
Morgan Stanley
New York
$1.14B +$50.1M 21 0.42% Increased
25
Institutional Capital
Institutional Capital
Illinois
$981M +$192M 2 6.03% Increased