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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
ICM
IMS Capital Management
Oregon
$45M -$2.53M 2 30.5% Reduced
302
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$44.6M +$26.7M 8 0.31% Increased
303
Douglas Lane & Associates
Douglas Lane & Associates
New York
$44.3M +$1.2M 1 0.87% Increased
304
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$43.9M -$51.4K 6 0.32% Reduced
305
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$43.8M +$1.57M 7 0.21% Increased
306
MCM
McKinley Capital Management
Alaska
$43.2M +$10.8M 2 2.75% Increased
307
Tocqueville Asset Management
Tocqueville Asset Management
New York
$43.2M -$3.3M 8 0.54% Reduced
308
Truist Financial
Truist Financial
North Carolina
$42.9M -$3.59M 7 0.77% Reduced
309
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$42.4M -$2.09M 8 0.94% Reduced
310
First Eagle Investment Management
First Eagle Investment Management
New York
$42M -$1.5M 1 0.11% Reduced
311
ICOM
Investment Counselors of Maryland
Maryland
$41.8M +$39.7K 3 1.92% Increased
312
Nicholas Company
Nicholas Company
Wisconsin
$41.8M -$8.02K 2 0.91% Reduced
313
Nissay Asset Management
Nissay Asset Management
Japan
$41.6M +$484K 5 1.12% Increased
314
CC
Cannell & Co
New York
$41.2M -$4.29M 2 1.46% Reduced
315
Vaughan David Investments
Vaughan David Investments
Illinois
$41M -$696K 2 1.73% Reduced
316
LPU
Lansdowne Partners (UK)
United Kingdom
$40.9M +$31.7M 1 0.43% Increased
317
Cincinnati Insurance
Cincinnati Insurance
Ohio
$40.8M $0 1 1.14% Maintained
318
VDBMI
Van Den Berg Management I
Texas
$40.4M -$3.79M 1 4.3% Reduced
319
Jane Street
Jane Street
New York
$39.9M +$9.25M 9 0.08% Increased
320
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$39.5M +$32.6K 1 4.09% Increased
321
ACM
Argent Capital Management
Missouri
$39.2M +$1.72M 2 1.35% Increased
322
Utah Retirement Systems
Utah Retirement Systems
Utah
$39.1M +$65.4K 8 0.76% Increased
323
CM
CS McKee
Pennsylvania
$39M -$518K 1 3.11% Reduced
324
Manning & Napier Group
Manning & Napier Group
New York
$38.9M +$3.46M 4 0.38% Increased
325
NONA
Ninety One North America
New York
$38.7M +$611K 2 3.31% Increased