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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
RI
Relational Investors
California
$463M -$33.3M 1 7.04% Reduced
52
Sculptor Capital
Sculptor Capital
New York
$458M -$47.6M 1 1.37% Reduced
53
Adage Capital Partners
Adage Capital Partners
Massachusetts
$450M -$218M 3 1.16% Reduced
54
ACM
Atlanta Capital Management
Georgia
$428M -$63.1M 3 2.93% Reduced
55
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$426M -$9.36M 3 1.63% Reduced
56
VOYA Investment Management
VOYA Investment Management
Georgia
$394M -$49.3M 11 0.9% Reduced
57
Lazard Asset Management
Lazard Asset Management
New York
$394M -$9.51M 1 0.82% Reduced
58
1832 Asset Management
1832 Asset Management
Ontario, Canada
$381M +$50.2M 5 1.2% Increased
59
Neuberger Berman Group
Neuberger Berman Group
New York
$374M -$25.2M 7 0.37% Reduced
60
Principal Financial Group
Principal Financial Group
Iowa
$371M +$102M 11 0.62% Increased
61
Credit Suisse
Credit Suisse
Switzerland
$358M -$4.91M 14 0.29% Reduced
62
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$357M +$180M 6 0.44% Increased
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$353M -$5.55M 16 0.24% Reduced
64
BlackRock
BlackRock
New York
$352M +$29.8M 13 0.52% Increased
65
Charles Schwab
Charles Schwab
California
$336M +$1.2M 14 0.57% Increased
66
Appaloosa Management
Appaloosa Management
Florida
$333M -$19.3M 2 4.65% Reduced
67
Teachers Advisors
Teachers Advisors
New York
$332M -$25.7M 14 0.68% Reduced
68
GE
General Electric
Ohio
$327M +$26.6M 1 1.49% Increased
69
Epoch Investment Partners
Epoch Investment Partners
New York
$321M +$119M 2 1.25% Increased
70
Nomura Holdings
Nomura Holdings
Japan
$320M -$42.1M 10 0.09% Reduced
71
Prudential Financial
Prudential Financial
New Jersey
$318M +$88.3M 10 0.56% Increased
72
VFA
Virtus Fund Advisers
Connecticut
$317M +$304M 12 2.22% New
73
TD Asset Management
TD Asset Management
Ontario, Canada
$308M +$40.2M 6 0.53% Increased
74
UBS
UBS
Switzerland
$290M +$41.2M 18 0.23% Increased
75
Gabelli Funds
Gabelli Funds
New York
$285M -$5.15M 6 1.41% Reduced