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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
WCM Investment Management
WCM Investment Management
California
$94.5M +$9.79M 6 0.2% Increased
302
Nicholas Company
Nicholas Company
Wisconsin
$93.5M +$35.5M 3 1.59% Increased
303
Homestead Advisers
Homestead Advisers
Virginia
$93.2M -$2.93M 2 2.22% Reduced
304
Driehaus Capital Management
Driehaus Capital Management
Illinois
$93.1M +$88.8M 4 0.67% New
305
Munro Partners
Munro Partners
Australia
$92.6M -$1.55M 3 2.51% Reduced
306
NEOS Investment Management
NEOS Investment Management
Connecticut
$92.2M +$33.1M 4 0.69% Increased
307
PCM
Palestra Capital Management
New York
$91.5M +$84.7M 1 2.95% New
308
Merewether Investment Management
Merewether Investment Management
Texas
$90.9M +$88M 2 2.18% New
309
Jump Financial
Jump Financial
Illinois
$88.7M +$40M 12 1.06% Increased
310
GF
Greenhouse Funds
Maryland
$88.4M +$9.11M 1 3.23% Increased
311
Czech National Bank
Czech National Bank
Czech Republic
$88.2M +$2.91M 4 0.61% Increased
312
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$87.6M -$26.8K 11 0.25% Reduced
313
Causeway Capital Management
Causeway Capital Management
California
$87.5M +$99.6M 1 1.16% New
314
Junto Capital Management
Junto Capital Management
New York
$87.3M +$88.9M 2 1.79% New
315
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$86.4M -$127M 5 0.35% Reduced
316
VanEck Associates
VanEck Associates
New York
$85.4M +$7.22M 7 0.08% Increased
317
MML Investors Services
MML Investors Services
Massachusetts
$85.2M -$3.98M 11 0.23% Reduced
318
Moran Wealth Management
Moran Wealth Management
Florida
$85.2M -$7.56M 6 2.57% Reduced
319
Bridgewater Associates
Bridgewater Associates
Connecticut
$84.1M +$47.9M 7 0.33% Increased
320
TCW Group
TCW Group
California
$83.9M -$46.9M 1 0.7% Reduced
321
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$83.1M -$69.7M 13 0.31% Reduced
322
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$83.1M +$6.69M 20 0.67% Increased
323
Calamos Advisors
Calamos Advisors
Illinois
$82.8M +$10.1M 7 0.31% Increased
324
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$82.8M +$344K 5 0.74% Increased
325
Antipodes Partners
Antipodes Partners
Australia
$82.4M -$55.5M 2 1.85% Reduced