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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	Aristotle Atlantic Partners Sarasota, Florida	$92.6M	-$7.01M	2	2.91%	Reduced
302	GAM Goldentree Asset Management New York	$92.5M	+$55.4M	1	7.11%	Increased
303	HRT Financial New York	$92.3M	+$19.5M	8	0.48%	Increased
304	Crestwood Advisors Group Boston, Massachusetts	$92.2M	-$593K	4	1.73%	Reduced
305	CIBC Asset Management Toronto, Ontario, Canada	$91.9M	+$1.48M	10	0.3%	Increased
306	Cincinnati Insurance Fairfield, Ohio	$91.5M	$0	2	1.62%	Maintained
307	J. Safra Sarasin Holding	$91M	+$30.8M	3	1.54%	Increased
308	Cartenna Capital Stamford, Connecticut	$90.8M	+$30.2M	2	4.39%	Increased
309	Osaic Holdings Scottsdale, Arizona	$89.9M	+$2.85M	21	0.2%	Increased
310	Tudor Investment Corp Stamford, Connecticut	$88.8M	-$4.3M	12	0.34%	Reduced
311	Giverny Capital Montreal, Quebec, Canada	$88.5M	+$3.83M	1	3.23%	Increased
312	Achmea Investment Management Zeist, Netherlands	$87.7M	-$3.18M	3	1.44%	Reduced
313	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$87.3M	-$2.15M	13	0.54%	Reduced
314	EP Wealth Advisors Torrance, California	$86.3M	+$327K	7	0.7%	Increased
315	Munro Partners Melbourne, Australia	$85.6M	+$44.3M	1	2.84%	Increased
316	Employees Retirement System of Texas Austin, Texas	$85.5M	$0	1	0.73%	Maintained
317	Engineers Gate Manager New York	$84.8M	+$28.7M	15	1.48%	Increased
318	William Blair & Company Chicago, Illinois	$84.8M	-$287K	8	0.25%	Reduced
319	Cooperman Leon G	$83.1M	-$27.8M	1	3.14%	Reduced
320	Stonegate Investment Group Birmingham, Alabama	$83M	+$1.72M	3	2.21%	Increased
321	DAM Delta Asset Management Memphis, Tennessee	$82M	-$1.3M	6	7.33%	Reduced
322	Sanctuary Advisors Indianapolis, Indiana	$81.9M	-$1M	13	0.52%	Reduced
323	Seizert Capital Partners Birmingham, Michigan	$81.9M	-$293K	1	3.7%	Reduced
324	Walleye Capital New York	$81.9M	+$15M	11	0.2%	Increased
325	Mutual of America Capital Management New York	$81.8M	-$3.62M	12	0.88%	Reduced