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Carbon & Pollution Control

Pollution control equipment and carbon markets both put a price on what a business emits, and both exist because regulation says so. Capture, filtration, and monitoring are where the spending lands.

23 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	GCM Gruss Capital Management New York	$40.8M	+$37.5M	1	1.32%	New
202	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$39.8M	-$16.7M	2	0.1%	Reduced
203	W.H. Reaves & Co Jersey City, New Jersey	$39.7M	+$886K	1	1.38%	Increased
204	BHG Blue Harbour Group Greenwich, Connecticut	$39.3M	-$53.5M	1	1.63%	Reduced
205	Balyasny Asset Management Chicago, Illinois	$38.1M	+$22.1M	2	0.25%	Increased
206	DCM Daruma Capital Management New York	$37.3M	+$940K	1	2.44%	Increased
207	Janus Henderson Group London,	$37.1M	+$3.49M	3	0.31%	Increased
208	Waddell & Reed Financial Overland Park, Kansas	$37M	-$3.69M	1	0.08%	Reduced
209	CIP Champlain Investment Partners Burlington, Vermont	$37M	+$1.07M	1	0.64%	Increased
210	First Eagle Investment Management New York	$37M	-$83.6M	2	0.09%	Reduced
211	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$36.8M	-$1.8M	1	6.61%	Reduced
212	Janus Henderson Investors US Denver, Colorado	$36.3M	+$14.2M	3	0.03%	Increased
213	Bowen Hanes & Co Ponte Vedra Beach, Florida	$36.1M	+$74.9K	1	1.96%	Increased
214	Barclays London, United Kingdom	$36.1M	-$16M	9	0.05%	Reduced
215	NM Newtyn Management New York	$35.9M	+$32.9M	1	6.92%	New
216	SRC Shufro Rose & Co New York	$35.9M	-$41K	1	3.97%	Reduced
217	South Texas Money Management San Antonio, Texas	$35.6M	+$2.19M	1	2%	Increased
218	Regions Financial Corp Birmingham, Alabama	$35.5M	-$166K	5	0.46%	Reduced
219	SCM SKBA Capital Management San Francisco, California	$35.3M	+$2.83M	2	3.45%	Increased
220	CAM Cacti Asset Management Atlanta, Georgia	$35.1M	-$84.2K	1	3.76%	Reduced
221	Envestnet Asset Management Chicago, Illinois	$35.1M	-$951K	7	0.14%	Reduced
222	Nisa Investment Advisors St. Louis, Missouri	$34.9M	+$560K	6	0.47%	Increased
223	Tocqueville Asset Management New York	$34.5M	-$338K	2	0.41%	Reduced
224	O'Shaughnessy Asset Management Stamford, Connecticut	$34.4M	-$15M	2	0.89%	Reduced
225	Douglas Lane & Associates New York	$34.1M	-$476K	1	0.98%	Reduced