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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
$10.6B +$458M 19 0.66% Increased
2
State Street
State Street
Massachusetts
$5.99B -$38.8M 18 0.64% Reduced
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.26B +$131M 7 2.65% Increased
4
JP Morgan Chase
JP Morgan Chase
New York
$4.62B -$109M 15 1.15% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$4.5B -$116M 17 0.73% Reduced
6
Wellington Management Group
Wellington Management Group
Massachusetts
$4.36B +$13.3M 9 1.13% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$3.49B +$297M 11 0.48% Increased
8
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.39B -$266M 4 5.17% Reduced
9
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$2.61B -$92M 20 0.58% Reduced
10
Bank of New York Mellon
Bank of New York Mellon
New York
$2.47B -$211M 18 0.75% Reduced
11
Bank of America
Bank of America
North Carolina
$2.46B -$266K 21 0.57% Reduced
12
Ameriprise
Ameriprise
Minnesota
$2.38B -$395M 14 1.39% Reduced
13
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.35B -$46.9M 14 0.5% Reduced
14
Evercore Trust Company
Evercore Trust Company
New York
$2.29B $0 1 7.33% Maintained
15
Invesco
Invesco
Georgia
$2.06B -$3.65M 17 0.76% Reduced
16
Northern Trust
Northern Trust
Illinois
$1.88B +$4.13M 19 0.61% Increased
17
Morgan Stanley
Morgan Stanley
New York
$1.79B +$155M 20 0.65% Increased
18
Franklin Resources
Franklin Resources
California
$1.63B -$73.7M 8 0.88% Reduced
19
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.6B -$20.8M 15 1.23% Reduced
20
Geode Capital Management
Geode Capital Management
Massachusetts
$1.36B +$37.1M 20 0.74% Increased
21
Goldman Sachs
Goldman Sachs
New York
$1.35B +$68.6M 16 0.44% Increased
22
Capital World Investors
Capital World Investors
California
$1.29B -$34.8M 4 0.35% Reduced
23
BlackRock Group
BlackRock Group
United Kingdom
$1.24B -$38.6M 13 0.64% Reduced
24
Wells Fargo
Wells Fargo
California
$1.15B -$137M 19 0.45% Reduced
25
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.08B +$65.7M 19 0.62% Increased