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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
26
American Century Companies
American Century Companies
Missouri
$1.34B -$140M 10 1.38% Reduced
27
Wells Fargo
Wells Fargo
California
$1.13B -$189M 21 0.36% Reduced
28
Lazard Asset Management
Lazard Asset Management
New York
$1.1B -$17.2M 4 2.08% Reduced
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.05B +$41.3M 19 0.54% Increased
30
Generation Investment Management
Generation Investment Management
United Kingdom
$1.02B +$135M 2 10.38% Increased
31
Norges Bank
Norges Bank
Norway
$1.01B -$87.8M 13 0.4% Reduced
32
Janus Henderson Group
Janus Henderson Group
$914M +$834M 8 0.62% Increased
33
Deutsche Bank
Deutsche Bank
Germany
$907M -$46.3M 21 0.65% Reduced
34
Legal & General Group
Legal & General Group
United Kingdom
$874M +$30.4M 17 0.71% Increased
35
AQR Capital Management
AQR Capital Management
Connecticut
$842M -$214M 11 1.11% Reduced
36
UBS AM
UBS AM
Illinois
$839M -$7.45M 13 0.81% Reduced
37
UBS Group
UBS Group
Switzerland
$818M -$215M 23 0.42% Reduced
38
Charles Schwab
Charles Schwab
California
$802M -$14.5M 17 0.75% Reduced
39
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$672M +$5.15M 18 0.89% Increased
40
Swiss National Bank
Swiss National Bank
Switzerland
$669M +$21.3M 13 0.79% Increased
41
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$657M -$39.7M 2 3.94% Reduced
42
Epoch Investment Partners
Epoch Investment Partners
New York
$626M -$69.1M 4 2.12% Reduced
43
Victory Capital Management
Victory Capital Management
Texas
$622M -$95.5M 12 1.45% Reduced
44
Fred Alger Management
Fred Alger Management
New York
$617M -$123M 4 2.95% Reduced
45
Principal Financial Group
Principal Financial Group
Iowa
$603M +$135M 12 0.6% Increased
46
Davis Selected Advisers
Davis Selected Advisers
Arizona
$596M -$26.8M 1 2.61% Reduced
47
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$593M +$97.3M 18 0.72% Increased
48
OppenheimerFunds
OppenheimerFunds
New York
$580M +$26.8M 13 0.72% Increased
49
Putnam Investments
Putnam Investments
Massachusetts
$570M -$51.3M 7 1.33% Reduced
50
Primecap Management
Primecap Management
California
$569M -$48.8M 2 0.49% Reduced