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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
$7.95B +$225M 18 0.57% Increased
2
State Street
State Street
Massachusetts
$5.06B +$91.2M 15 0.59% Increased
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.35B -$228M 5 2.43% Reduced
4
JP Morgan Chase
JP Morgan Chase
New York
$3.9B -$723M 13 1.04% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.85B +$111M 17 0.67% Increased
6
Wellington Management Group
Wellington Management Group
Massachusetts
$3.54B -$245M 10 0.99% Reduced
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.22B +$87.9M 13 0.72% Increased
8
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.93B +$166M 4 4.5% Increased
9
Bank of New York Mellon
Bank of New York Mellon
New York
$2.43B -$138M 18 0.74% Reduced
10
Fidelity Investments
Fidelity Investments
Massachusetts
$2.18B -$55.8M 11 0.31% Reduced
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.1B +$100M 18 0.54% Increased
12
Invesco
Invesco
Georgia
$2.07B -$284M 18 0.88% Reduced
13
Capital Research Global Investors
Capital Research Global Investors
California
$2.05B -$106M 3 0.73% Reduced
14
Bank of America
Bank of America
North Carolina
$2.02B +$835M 19 0.5% Increased
15
Evercore Trust Company
Evercore Trust Company
New York
$1.87B $0 1 7.15% Maintained
16
Ameriprise
Ameriprise
Minnesota
$1.79B +$302M 15 1.11% Increased
17
Northern Trust
Northern Trust
Illinois
$1.74B -$34.2M 18 0.58% Reduced
18
Franklin Resources
Franklin Resources
California
$1.49B -$46.3M 9 0.73% Reduced
19
Morgan Stanley
Morgan Stanley
New York
$1.39B +$305M 21 0.51% Increased
20
Capital World Investors
Capital World Investors
California
$1.28B +$12.4M 4 0.38% Increased
21
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.24B -$42.5M 14 0.97% Reduced
22
Wells Fargo
Wells Fargo
California
$1.23B -$51.3M 19 0.52% Reduced
23
Geode Capital Management
Geode Capital Management
Massachusetts
$1.05B +$21.1M 19 0.64% Increased
24
BlackRock Group
BlackRock Group
United Kingdom
$1.04B +$43.5M 14 0.61% Increased
25
Goldman Sachs
Goldman Sachs
New York
$990M +$208M 15 0.33% Increased