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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
51
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$433M -$6.81M 16 0.31% Reduced
52
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$420M +$89.2M 3 1.61% Increased
53
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$419M -$34.4M 1 1.79% Reduced
54
Lazard Asset Management
Lazard Asset Management
New York
$414M -$10.2M 3 0.92% Reduced
55
Credit Suisse
Credit Suisse
Switzerland
$386M -$43.8M 14 0.35% Reduced
56
Neuberger Berman Group
Neuberger Berman Group
New York
$373M +$9.03M 5 0.38% Increased
57
abrdn Investment Management
abrdn Investment Management
United Kingdom
$363M -$33.9M 5 1.92% Reduced
58
1832 Asset Management
1832 Asset Management
Ontario, Canada
$361M +$44.9M 6 1.39% Increased
59
Eagle Asset Management
Eagle Asset Management
Florida
$360M +$24.2M 5 2.03% Increased
60
Charles Schwab
Charles Schwab
California
$355M -$19.3M 14 0.68% Reduced
61
Fred Alger Management
Fred Alger Management
New York
$354M +$26.6M 4 1.8% Increased
62
Nomura Holdings
Nomura Holdings
Japan
$334M -$189M 9 1.53% Reduced
63
RI
Relational Investors
California
$333M -$198M 1 5.7% Reduced
64
Teachers Advisors
Teachers Advisors
New York
$330M -$97K 13 0.75% Reduced
65
BlackRock
BlackRock
New York
$329M +$12.3M 13 0.54% Increased
66
Appaloosa Management
Appaloosa Management
Florida
$321M +$26.1M 3 4.02% Increased
67
WI
WHV Investments
California
$302M -$102M 3 3.16% Reduced
68
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$295M +$52.8M 7 0.66% Increased
69
SIG
Senator Investment Group
New York
$289M +$83.3M 3 3.31% Increased
70
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$288M -$23.8M 8 1.75% Reduced
71
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$288M -$20.6M 8 0.75% Reduced
72
Soroban Capital Partners
Soroban Capital Partners
New York
$282M +$17.1M 1 2.44% Increased
73
GAMCO Investors
GAMCO Investors
Connecticut
$280M -$6.8M 6 1.5% Reduced
74
Panagora Asset Management
Panagora Asset Management
Massachusetts
$279M -$11.7M 10 1.29% Reduced
75
MC
Montag & Caldwell
Georgia
$276M -$145M 1 2.07% Reduced