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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
M&T Bank
M&T Bank
New York
$75M -$604K 8 0.35% Reduced
227
Gates Capital Management
Gates Capital Management
New York
$74.9M -$15.5M 1 3.28% Reduced
228
CRM
Cramer Rosenthal McGlynn
Connecticut
$74.8M -$31.9M 2 2.12% Reduced
229
SAM
Scopus Asset Management
New York
$73.9M -$6.49M 3 2.4% Reduced
230
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$73.8M +$40.1M 14 0.02% Increased
231
PineBridge Investments
PineBridge Investments
New York
$72M +$3.5M 8 1.11% Increased
232
Nordea Investment Management
Nordea Investment Management
Sweden
$70.7M +$26.6M 6 0.14% Increased
233
MSL
Mackay Shields LLC
New York
$70.6M +$11.1M 9 0.49% Increased
234
Frontier Capital Management
Frontier Capital Management
Massachusetts
$69.7M +$55.3M 2 0.51% Increased
235
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$69.1M -$360K 3 1.3% Reduced
236
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$68.7M -$1.65M 5 2.12% Reduced
237
MetLife Investment Management
MetLife Investment Management
New Jersey
$68.6M -$2.37M 14 0.71% Reduced
238
Personal Capital Advisors
Personal Capital Advisors
California
$67.9M +$3.94M 2 0.57% Increased
239
SCM
Suvretta Capital Management
New York
$67.8M +$24.2M 1 1.54% Increased
240
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$66.8M -$364K 1 0.98% Reduced
241
KeyBank National Association
KeyBank National Association
Ohio
$66.6M +$6.58M 6 0.36% Increased
242
EARNEST Partners
EARNEST Partners
Georgia
$66.5M +$488K 8 0.52% Increased
243
Arizona State Retirement System
Arizona State Retirement System
Arizona
$66.2M -$5.89M 12 0.8% Reduced
244
Martingale Asset Management
Martingale Asset Management
Massachusetts
$66M -$2.15M 5 0.68% Reduced
245
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$65.1M +$201K 2 1.92% Increased
246
Davenport & Co
Davenport & Co
Virginia
$65.1M +$11.4M 4 0.7% Increased
247
HighTower Advisors
HighTower Advisors
Illinois
$64M -$322K 7 0.38% Reduced
248
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$62.6M +$16.3M 4 1.31% Increased
249
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$62.2M $0 2 1.63% Maintained
250
VVP
Vulcan Value Partners
Alabama
$61.8M -$15.1M 2 0.47% Reduced