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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
526	MCM Maple Capital Management Montpelier, Vermont	$33.4M	+$466K	2	2.2%	Increased
527	RC Randolph Company Cincinnati, Ohio	$33.4M	+$81.5K	1	3.24%	Increased
528	Waratah Capital Advisors Toronto, Ontario, Canada	$33.3M	-$12.9M	3	0.59%	Reduced
529	Bailard Foster City, California	$33.3M	+$1.29M	7	0.72%	Increased
530	MSR Main Street Research Lakeville, Connecticut	$33.2M	+$966K	1	1.79%	Increased
531	Pinnacle Associates New York	$33.2M	-$1.43M	4	0.44%	Reduced
532	Conning Inc Hartford, Connecticut	$32.9M	+$32.1M	4	1.09%	Increased
533	LIM Lathrop Investment Management Little Rock, Arkansas	$32.8M	-$1.16M	2	6.05%	Reduced
534	Douglass Winthrop Advisors New York	$32.8M	+$153K	5	0.57%	Increased
535	HB Wealth Management Atlanta, Georgia	$32.3M	+$1.75M	8	0.22%	Increased
536	BCM Bornite Capital Management New York	$32.2M	+$36.4M	2	2.99%	New
537	Americana Partners Houston, Texas	$32.2M	+$1.18M	4	0.97%	Increased
538	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$32.2M	+$13.7M	6	0.49%	Increased
539	HPC Highland Peak Capital Old Greenwich, Connecticut	$32M	+$33.1M	1	10.49%	New
540	Penserra Capital Management Orinda, California	$31.9M	+$9.23M	9	0.38%	Increased
541	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$31.9M	-$401K	1	1.59%	Reduced
542	Greenleaf Trust Kalamazoo, Michigan	$31.7M	-$1.68M	9	0.29%	Reduced
543	Cary Street Partners Richmond, Virginia	$31.7M	+$1.92M	5	0.82%	Increased
544	AC AltraVue Capital Bellevue, Washington	$31.6M	+$552K	1	2.62%	Increased
545	TIAA Trust, National Association Charlotte, North Carolina	$31.6M	+$13.9M	6	0.08%	Increased
546	XN LP New York	$31.5M	$0	1	0.93%	Maintained
547	SCM Silvant Capital Management Atlanta, Georgia	$31.3M	+$90.9K	3	1.09%	Increased
548	GJL Gendell Jeffrey L	$31.2M	+$9.91M	2	0.57%	Increased
549	SummitTX Capital Fort Worth, Texas	$30.9M	-$4.25M	8	1.28%	Reduced
550	Granahan Investment Management Waltham, Massachusetts	$30.9M	+$11.5M	2	1.26%	Increased