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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
226
VVP
Vulcan Value Partners
Alabama
$78.2M -$25.2M 2 0.7% Reduced
227
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$77.9M -$1.99M 2 0.91% Reduced
228
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$77.9M -$6.16M 4 0.33% Reduced
229
Royal London Asset Management
Royal London Asset Management
United Kingdom
$76.8M -$23M 2 0.73% Reduced
230
M&T Bank
M&T Bank
New York
$76.2M -$2.4M 8 0.4% Reduced
231
PPC
Park Presidio Capital
California
$75.8M +$12.9M 1 9.44% Increased
232
Comerica Bank
Comerica Bank
Texas
$75.2M -$1.03M 15 0.6% Reduced
233
Squarepoint
Squarepoint
New York
$73.9M -$6.08M 14 0.72% Reduced
234
Congress Asset Management
Congress Asset Management
Massachusetts
$73.8M +$1.28M 2 0.94% Increased
235
CIBC World Market
CIBC World Market
Ontario, Canada
$73.5M +$34.8M 5 0.33% Increased
236
EC
Engaged Capital
California
$73.4M $0 1 8.93% Maintained
237
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$72.9M -$46.9M 1 0.53% Reduced
238
Suntrust Banks
Suntrust Banks
Georgia
$72.5M +$2.11M 5 0.38% Increased
239
LPL Financial
LPL Financial
California
$72.4M +$324K 11 0.15% Increased
240
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$72.2M +$740K 7 1.1% Increased
241
Arizona State Retirement System
Arizona State Retirement System
Arizona
$70.7M -$1.05M 11 0.82% Reduced
242
FC
Fairpointe Capital
Illinois
$70.7M -$6.9M 1 2.88% Reduced
243
H
Hexavest
Quebec, Canada
$70.7M -$3.37M 3 0.93% Reduced
244
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$69.5M -$2.6M 2 2.19% Reduced
245
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$69.2M -$3.21M 10 0.53% Reduced
246
MetLife Investment Management
MetLife Investment Management
New Jersey
$66.7M -$100M 14 0.71% Reduced
247
Martingale Asset Management
Martingale Asset Management
Massachusetts
$66.4M -$6.06M 5 0.69% Reduced
248
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$65.8M +$338K 1 0.79% Increased
249
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$65.5M -$3.35M 5 0.16% Reduced
250
MSL
Mackay Shields LLC
New York
$65.5M -$564K 8 0.45% Reduced