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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
401
Eagle Global Advisors
Eagle Global Advisors
Texas
$35.8M -$467K 2 2.46% Reduced
402
Waverton Investment Management
Waverton Investment Management
United Kingdom
$35.4M -$2.4M 1 1.3% Reduced
403
Giverny Capital
Giverny Capital
Quebec, Canada
$35.4M -$55.1K 1 2.19% Reduced
404
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$35.3M +$4.05M 10 0.7% Increased
405
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$35.2M -$6.18M 5 0.36% Reduced
406
HC
Henshaw Capital
Massachusetts
$35.1M -$1.41M 5 2.33% Reduced
407
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$34.8M +$4.4M 9 0.66% Increased
408
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$34.8M -$1.17M 4 1.51% Reduced
409
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$34.1M -$552K 1 2.13% Reduced
410
Country Trust Bank
Country Trust Bank
Illinois
$33.9M -$4.55M 2 1% Reduced
411
Miller Howard Investments
Miller Howard Investments
New York
$33.6M +$2.45M 2 1.22% Increased
412
RC
Randolph Company
Ohio
$33.6M $0 1 5.14% Maintained
413
Synovus Financial
Synovus Financial
Georgia
$33.5M +$538K 8 0.38% Increased
414
FCI
Financial Counselors Inc
Kansas
$33.4M +$161K 4 0.75% Increased
415
FCM
Forager Capital Management
Alabama
$33.1M +$4.48M 1 14.09% Increased
416
SRC
Shufro Rose & Co
New York
$33M +$320K 5 2.78% Increased
417
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$33M -$3.65M 1 1.06% Reduced
418
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$32.9M +$2.58M 4 0.4% Increased
419
Central Trust Company
Central Trust Company
Missouri
$32.7M -$1.21M 8 1.01% Reduced
420
BAM
Berkshire Asset Management
Pennsylvania
$32.7M -$216K 1 2.09% Reduced
421
AE Wealth Management
AE Wealth Management
Kansas
$32.2M -$2.42M 9 0.23% Reduced
422
VanEck Associates
VanEck Associates
New York
$32.1M -$84.6M 8 0.08% Reduced
423
Brookfield Corp
Brookfield Corp
Ontario, Canada
$31.8M +$7.55M 3 0.12% Increased
424
BOK Financial
BOK Financial
Oklahoma
$31.7M -$64.4K 11 0.59% Reduced
425
Graham Capital Management
Graham Capital Management
Connecticut
$31.6M +$1.3M 15 0.96% Increased