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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
301	IRF IBM Retirement Fund Armonk, New York	$36.2M	+$3.76M	9	0.69%	Increased
302	RIG Roosevelt Investment Group New York	$35.9M	+$5.94M	1	2.36%	Increased
303	ESCM Echo Street Capital Management New York	$35.3M	-$20.9M	2	1.52%	Reduced
304	Susquehanna International Group Bala Cynwyd, Pennsylvania	$35.3M	+$1.83M	14	0.02%	Increased
305	Commerce Bank Kansas City, Missouri	$35.2M	+$237K	4	0.59%	Increased
306	CEP Chicago Equity Partners Chicago, Illinois	$34.9M	+$3.09M	4	0.93%	Increased
307	Select Equity Group New York	$34.7M	+$32.2M	1	0.33%	New
308	PCM Penn Capital Management Philadelphia, Pennsylvania	$33.7M	+$3.71M	3	1.49%	Increased
309	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$33.7M	+$17.7M	1	3.93%	Increased
310	Cooke & Bieler Philadelphia, Pennsylvania	$33.2M	+$13.5M	1	0.73%	Increased
311	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$33.1M	-$2.39M	7	0.27%	Reduced
312	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$32.6M	+$11.6M	6	0.65%	Increased
313	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$32.5M	+$1.43M	2	1.53%	Increased
314	R.M. Davis Inc Portland, Maine	$32.4M	+$879K	2	1.66%	Increased
315	M&T Bank Buffalo, New York	$32.3M	-$2.38M	8	0.21%	Reduced
316	Mondrian Investment Partners London, United Kingdom	$32.2M	$0	1	0.71%	Maintained
317	DekaBank Deutsche Girozentrale Frankfurt, Germany	$31.9M	+$1.65M	4	0.37%	Increased
318	Oregon Public Employees Retirement Fund Tigard, Oregon	$31.7M	+$995K	8	0.74%	Increased
319	LOAMU Lombard Odier Asset Management (USA) New York	$31.2M	+$10.1M	2	3.03%	Increased
320	SCM Stevens Capital Management Radnor, Pennsylvania	$31.2M	-$18.6M	8	1.23%	Reduced
321	Bank of Nova Scotia Toronto, Ontario, Canada	$31M	+$1.78M	5	0.16%	Increased
322	Cambiar Investors Denver, Colorado	$31M	-$75M	2	0.45%	Reduced
323	EULAV Asset Management Sarasota, Florida	$31M	-$1.8M	2	1.7%	Reduced
324	GH GAM Holding Zurich, Switzerland	$30.8M	-$2.72M	7	0.48%	Reduced
325	Welch & Forbes Boston, Massachusetts	$30.5M	-$974K	3	0.98%	Reduced