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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
Vanguard Group
Vanguard Group
Pennsylvania
$8.87B +$157M 16 0.6% Increased
2
State Street
State Street
Massachusetts
$5.65B -$4.19B 14 0.6% Reduced
3
JP Morgan Chase
JP Morgan Chase
New York
$5.05B -$279M 11 1.19% Reduced
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.01B -$14.2M 4 2.55% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$4.29B -$108M 15 0.69% Reduced
6
Wellington Management Group
Wellington Management Group
Massachusetts
$4.17B +$163M 9 1.08% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.51B -$125M 12 0.72% Reduced
8
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.08B +$29.4M 4 4.2% Increased
9
Bank of New York Mellon
Bank of New York Mellon
New York
$2.94B -$88M 17 0.81% Reduced
10
Invesco
Invesco
Georgia
$2.71B -$95.1M 16 1.06% Reduced
11
Fidelity Investments
Fidelity Investments
Massachusetts
$2.56B -$213M 11 0.33% Reduced
12
Capital Research Global Investors
Capital Research Global Investors
California
$2.55B -$777M 3 0.84% Reduced
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.28B +$19.9M 17 0.55% Increased
14
Northern Trust
Northern Trust
Illinois
$2.02B -$13.9M 16 0.61% Reduced
15
Evercore Trust Company
Evercore Trust Company
New York
$2.01B $0 1 7.2% Maintained
16
Franklin Resources
Franklin Resources
California
$1.75B -$50.2M 9 0.79% Reduced
17
Ameriprise
Ameriprise
Minnesota
$1.71B -$72.6M 14 0.97% Reduced
18
Wells Fargo
Wells Fargo
California
$1.48B +$82M 19 0.57% Increased
19
Capital World Investors
Capital World Investors
California
$1.43B -$85.1M 3 0.39% Reduced
20
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.41B -$34.2M 14 1% Reduced
21
Bank of America
Bank of America
North Carolina
$1.4B -$189K 18 0.46% Reduced
22
Morgan Stanley
Morgan Stanley
New York
$1.27B +$154M 21 0.44% Increased
23
Geode Capital Management
Geode Capital Management
Massachusetts
$1.18B +$310K 17 0.67% Increased
24
BlackRock Group
BlackRock Group
United Kingdom
$1.15B +$8.02M 11 0.63% Increased
25
Boston Partners
Boston Partners
Massachusetts
$1.05B +$80M 4 1.5% Increased