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 |
XN LP
New York
| $86M | +$10.9M | 1 | 3.91% | Increased |
|
| 302 |
TCP
Teleios Capital Partners
Zug,
| $85.9M | $0 | 1 | 100% | Maintained |
|
| 303 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
| $85.8M | +$90.3M | 1 | 2.67% | New |
|
| 304 |
Aristotle Atlantic Partners
Sarasota,
Florida
| $83.8M | -$1.02M | 2 | 2.83% | Reduced |
|
| 305 |
Kennedy Capital Management
St Louis,
Missouri
| $83.3M | +$19.4M | 9 | 1.99% | Increased |
|
| 306 |
William Blair & Company
Chicago,
Illinois
| $83M | +$4.47M | 7 | 0.25% | Increased |
|
| 307 |
Cooperman Leon G
| $82.6M | +$26.4M | 1 | 3.28% | Increased |
|
| 308 |
Cincinnati Insurance
Fairfield,
Ohio
| $82.2M | $0 | 2 | 1.44% | Maintained |
|
| 309 |
Munro Partners
Melbourne,
Australia
| $81.6M | -$5.2M | 2 | 3.82% | Reduced |
|
| 310 |
Tocqueville Asset Management
New York
| $81.4M | +$10.8M | 5 | 1.33% | Increased |
|
| 311 |
Mirae Asset Global Investments
Seoul,
South Korea
| $81.1M | +$30.7M | 7 | 0.33% | Increased |
|
| 312 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $81M | +$55.1M | 7 | 1.13% | Increased |
|
| 313 |
Gotham Asset Management
New York
| $80.6M | +$12M | 11 | 0.67% | Increased |
|
| 314 |
IP
Interval Partners
New York
| $80.1M | -$104M | 1 | 1.68% | Reduced |
|
| 315 |
TAM
Talaria Asset Management
Melbourne,
Australia
| $80.1M | +$39.7M | 1 | 21.04% | New |
|
| 316 |
Aware Super
Sydney,
Australia
| $79.7M | +$7.89M | 3 | 1.36% | Increased |
|
| 317 |
Walleye Capital
New York
| $79.1M | +$1.52M | 10 | 0.36% | Increased |
|
| 318 |
Swiss Life Asset Management
Zurich,
| $78.7M | +$12.2M | 8 | 0.57% | Increased |
|
| 319 |
Stonegate Investment Group
Birmingham,
Alabama
| $78.7M | +$840K | 3 | 2.1% | Increased |
|
| 320 |
VanEck Associates
New York
| $78.5M | -$204M | 8 | 0.1% | Reduced |
|
| 321 |
Freestone Grove Partners
San Francisco,
California
| $78M | +$49.4M | 5 | 0.8% | Increased |
|
| 322 |
Harding Loevner
Bridgewater,
New Jersey
| $77.5M | -$14.8M | 1 | 0.59% | Reduced |
|
| 323 |
Zurich Insurance Group
Zurich,
Switzerland
| $76.9M | -$82.4M | 4 | 0.62% | Reduced |
|
| 324 |
Osaic Holdings
Scottsdale,
Arizona
| $76.2M | -$19.5M | 21 | 0.17% | Reduced |
|
| 325 |
BGCP
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $76.2M | +$331K | 1 | 3.72% | Increased |
|