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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
251
Folketrygdfondet
Folketrygdfondet
Norway
$51M $0 1 1.7% Maintained
252
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$50.6M -$10.5M 5 1.78% Reduced
253
EC
Engaged Capital
California
$50.4M +$7.1M 1 9.35% Increased
254
Kennedy Capital Management
Kennedy Capital Management
Missouri
$50.3M -$17.6M 6 1.25% Reduced
255
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$50.2M +$123K 13 0.51% Increased
256
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.5M -$2.35M 1 0.63% Reduced
257
Huntington National Bank
Huntington National Bank
Ohio
$48.8M -$13.6M 12 0.87% Reduced
258
MSL
Mackay Shields LLC
New York
$48.6M -$14.9M 4 0.39% Reduced
259
SFM
Systematic Financial Management
New Jersey
$48.3M +$239K 6 1.48% Increased
260
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$48M -$6.94M 2 1.84% Reduced
261
BAMCO Inc
BAMCO Inc
New York
$47.2M -$250K 1 0.24% Reduced
262
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$47M -$2.87M 5 0.75% Reduced
263
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$46.5M +$4.05M 6 0.21% Increased
264
Guggenheim Capital
Guggenheim Capital
Illinois
$46.4M +$8.32M 9 0.39% Increased
265
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$45.8M +$614K 3 2.31% Increased
266
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$45.8M -$4.91M 6 1.11% Reduced
267
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$45.6M +$24.7M 1 0.47% Increased
268
CC
Carlson Capital
Texas
$45.6M +$25.3M 3 0.71% Increased
269
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$45.4M -$2.96M 1 1.93% Reduced
270
MetLife Investment Management
MetLife Investment Management
New Jersey
$45.3M -$1.87M 15 0.55% Reduced
271
KeyBank National Association
KeyBank National Association
Ohio
$45.2M -$7.14M 6 0.3% Reduced
272
PPC
Park Presidio Capital
California
$45.2M +$49.8M 1 5.65% New
273
SAM
Sawgrass Asset Management
Florida
$43.7M +$148K 1 2.2% Increased
274
Wedge Capital Management
Wedge Capital Management
North Carolina
$42.8M -$902K 6 0.53% Reduced
275
OAM
Oxford Asset Management
United Kingdom
$42.8M +$28.3M 9 1.11% Increased