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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	Klingenstein Fields & Co New York	$43.3M	+$2.08M	2	1.89%	Increased
302	Commerce Bank Kansas City, Missouri	$43.2M	+$1.55M	4	0.65%	Increased
303	GTP Global Thematic Partners New York	$43M	+$12.1M	1	1.44%	Increased
304	Diamond Hill Capital Management Columbus, Ohio	$42.6M	+$41.4M	1	0.25%	New
305	Kayne Anderson Rudnick Investment Management Los Angeles, California	$42.4M	+$1.47M	2	0.51%	Increased
306	Advisors Asset Management Monument, Colorado	$42.3M	+$2.49M	10	0.7%	Increased
307	AC Ascend Capital Orinda, California	$42.3M	+$43.5M	2	2.11%	New
308	Cooke & Bieler Philadelphia, Pennsylvania	$42.2M	+$2.3M	1	0.84%	Increased
309	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$41.8M	+$4.92M	5	0.44%	Increased
310	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$41.5M	+$12.6M	5	0.78%	Increased
311	Truist Financial Charlotte, North Carolina	$41.4M	+$7.79M	7	0.85%	Increased
312	Regions Financial Corp Birmingham, Alabama	$41.1M	-$1.27M	6	0.5%	Reduced
313	ICOM Investment Counselors of Maryland Baltimore, Maryland	$40.8M	+$3.06M	2	2.15%	Increased
314	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$40.5M	-$3.34M	4	1.19%	Reduced
315	Rothschild & Co Asset Management US Stamford, Connecticut	$40.2M	+$19M	3	0.51%	Increased
316	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$40M	-$5.77M	5	0.1%	Reduced
317	M&T Bank Buffalo, New York	$39.9M	+$832K	9	0.25%	Increased
318	GH GAM Holding Zurich, Switzerland	$39.8M	+$3.68M	4	0.7%	Increased
319	Hennessy Advisors Inc Novato, California	$39.5M	+$37.6M	1	1.17%	New
320	GIM GCA Investment Management New York	$39.4M	$0	2	11.38%	Maintained
321	PGGM Investments Zeist, Netherlands	$38.9M	+$41.3M	1	0.2%	New
322	PIA Piedmont Investment Advisors Durham, North Carolina	$38.6M	+$3.64M	5	0.79%	Increased
323	AHL Partners London, United Kingdom	$38.4M	+$23M	7	1.17%	Increased
324	Davenport & Co Richmond, Virginia	$38.4M	+$33.1M	4	0.55%	Increased
325	Mondrian Investment Partners London, United Kingdom	$38.2M	$0	1	1.1%	Maintained